Associate, CDFI Loan Operations - Community Finance
Core
Processing monetary and non-monetary transactions for debt and equity deals on systems of record to ensure accuracy from closing through payoff.
Role type
Associate, Loan and Equity Administration Booking and Servicing
Builds
CDFI loan and LIHTC equity assets
Domain
Community Finance / Low-income housing tax credit
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
loan closing, commercial loan servicing, reviewing loan and legal documentation, transaction processing, system data management, reconciliation, issue escalation
Preferred skills
Bachelor's degree, construction loan experience, self-solving issues, cross-functional communication
Technologies
ACBS, ALS
Responsibilities
Execute monetary transactions (loan advances, pay downs, interest payments), manage CDFI deals on ACBS and ALS systems, reconcile portfolio totals and monitor activity reports, escalate problems and audit requests, prepare payoff information, support team development
Seniority
Entry-level, individual contributor