C-PACE Portfolio Specialist

PACE Equity, LLC; Milwaukee (WI); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Spending Account with Employer

Life Insurance

Short Term and Long-Term Disability

401K eligibility

Parental Leave

Care giver benefits

Paid time off

Free parking in Milwaukee office

Work from home 1 day per week

Monthly teaming events

Job summary

PACE Equity Finance delivers C-PACE financing for development and renovation of efficient commercial buildings. The Portfolio Servicing Analyst supports asset management and servicing, assisting with construction disbursements, portfolio reporting, and loan onboarding.

You will work with clients, escrow agents, investors, and servicers to ensure accurate data and compliant disbursement processes. The role focuses on construction draw management, reporting, and process improvements within our

Qualifications

• Bachelor’s degree in finance, accounting, business administration, real estate, or related field.
• 3+ years of experience administering commercial real estate construction loan disbursements (draw administration).
• Experience reviewing draw packages and coordinating third-party inspections.
• Experience with commercial construction lending or loan servicing processes preferred.
• Experience with C-PACE financing, securitizations, billing, collections, or investor reporting is a plus.

Responsibilities

• Support pre-closing onboarding activities for new projects transitioning into servicing.
• Coordinate funding and disbursement requests with clients, escrow agents, funding sources, and internal stakeholders.
• Review construction budgets and monitor project funding activity throughout the construction lifecycle.
• Prepare recommendations and approval requests for management regarding disbursements.
• Monitor project progress and identify budget variances and risks.
• Maintain loan and project data within the Asset Management System.
• Prepare construction reporting and portfolio performance reports.
• Update dashboards and KPIs for internal stakeholders.
• Assist with portfolio balance reconciliation and monthly reporting activities.
• Ensure servicing activities comply with policies, loan documentation, and program requirements.

Skills

Analytical thinking

Communication skills

Time management

Problem solving

Detail-oriented

Self-motivated

Education

Bachelor’s degree in finance, accounting, business administration, real estate

Tools

Excel

Word

PowerPoint

Loan servicing platforms

Cloud-based/Asset management systems

Job description

PACE Equity Finance delivers C-PACE financing for development and renovation of efficient commercial buildings. The Portfolio Servicing Analyst supports asset management and servicing, assisting with construction disbursements, portfolio reporting, and loan onboarding.

You will work with clients, escrow agents, investors, and servicers to ensure accurate data and compliant disbursement processes. The role focuses on construction draw management, reporting, and process improvements within our