Commercial Loan Assistant - Colorado Remote at Goldstone Partners, Inc. in Kalispell, Montana

Posted in Other about 4 hours ago.

Type: work-from-home





Job Description:

Collective Clean Energy Fund (CCEF) is a nonprofit investment fund that utilizes and leverages mission-driven capital to fill finance gaps to accelerate clean energy projects. CCEF operates on the "Green Bank" model and identifies unserved and underserved clean energy opportunities in Colorado and beyond. CCEF works with a variety of stakeholders to structure funding that makes these opportunities a reality. We sincerely want to change the world for the better - growing individually and professionally in the process. If this speaks to you, and you're compelled by our vision and share these values, keep reading.

We Value: Impact, Innovative Thinking, Growth

As the newest member of our team, you will play a pivotal role in shaping the future of the clean energy sector, ensuring the seamless processing of loans while upholding CCEF's high standards of integrity, accuracy and efficiency. Your experience in underwriting commercial loans, excellent customer service skills and passion for clean energy will be key in guiding borrowers through the loan approval journey. If you are ready to take on an exciting new role and make an immediate impact, let's talk!

You Value: Accuracy, Collaboration, Clean Energy

Spend your days:
  • Processing loans in alignment with CCEF's established procedures and policies, ensuring consistency and compliance
  • Collaborating with the project intake team to gather and review loan documentation, preparing applications for final approval
  • Working directly with borrowers to obtain credit information and address any inquiries - providing excellent customer service
  • Managing various loan documentation processes, including title searches, insurance requirements, and regulatory reviews
  • Coordinating loan closings, calculating closing costs, and managing fund disbursement
  • Maintaining accurate records throughout the loan lifecycle
  • Supporting loan servicing functions, including processing the final closing of loans, payoff statements, and tracking outstanding loan documentation
  • Evangelizing our mission in all that you do!

Show us your:
  • Bachelor's degree in business or finance and at least a year in a loan analyst or underwriter role for commercial loans
  • Deep understanding of banking procedures, financial documentation and loan processing, including title and hazard insurance and commercial real estate zoning
  • Strong attention to detail with the ability to manage multiple tasks, meet tight deadlines and maintain confidentiality
  • Proficiency in digital financial systems - bonus points for exposure to federal funding programs, Abrigo or LoanPro
  • Passionate about clean energy technologies - we'll get excited about any direct experience with energy project development!
  • Current Residency in Colorado

You will enjoy:
  • Salary $60,000 - $70,000 based on experience plus a comprehensive suite of benefits
  • Remote first workplace, with a newly acquired physical office in Denver available to team members
  • An impact-driven team of passionate colleagues driving toward a common goal

Goldstone Partners is helping this unique nonprofit grow and we are looking for a few gifted pros to join us. Applications welcomed from US Citizens and Green Card holders only.
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