Construction Loan Portfolio Analyst

Jobless

Milwaukee (WI)

On-site

USD 75,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical/dental/vision insurance

Health Spending Account with Employer

401K eligibility on first day of month

Parental Leave

Paid time off

Free parking at our downtown Milwaukee

Work from home 1 day per week

Free Lunch Wednesdays

Job summary

PACE Equity Finance, based in Milwaukee, seeks a qualified professional to oversee construction loan disbursements and portfolio management. You will coordinate funding, review draw packages, monitor budgets, and prepare approval requests across onboarding, onboarding, and reporting processes.

You will maintain loan data, support securitization data needs, and contribute to KPI reporting and process improvements in a fast-paced environment.

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.
Experience reviewing draw packages, coordinating third-party inspections, managing funding requests, tracking budgets, processing lien waivers, and ensuring loan documentation compliance.
Experience with commercial construction lending, real estate lending, or loan servicing processes.
Experience with C-PACE financing, asset-backed securitizations, billing, collections, or investor reporting is a plus.
Strong analytical and problem-solving skills with ability to identify risks and propose solutions.
Self-motivated with proactive mindset and ability to anticipate issues.
Excellent attention to detail and organizational skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Strong written and verbal communication; ability to collaborate across stakeholders.
Proficiency with Microsoft Office, particularly Excel, Word, and PowerPoint.
Experience with cloud-based systems, loan servicing platforms, or asset management systems preferred.

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 draw packages, including budgets, inspections, title updates, and supporting documentation for compliance with loan and disbursement requirements.
Analyze construction budgets and monitor project funding activity throughout the construction lifecycle.
Prepare recommendations and approval requests for management regarding construction disbursements.
Monitor project progress and identify budget variances, funding concerns, or other project-related risks.
Maintain accurate loan and project data within the Asset Management System.
Apply and track assessment payments within servicing systems.
Support project onboarding, loan boarding, and document management activities.
Coordinate data and reporting submissions to third-party servicers, backup servicers, investors, and other stakeholders.
Assist with securitization-related data management and reporting requirements.
Monitor portfolio performance and support risk identification and mitigation efforts.
Prepare and maintain construction reporting and portfolio performance reports.
Update monthly dashboards and KPIs for internal stakeholders.
Assist with ad hoc reporting requests from investors, servicers, auditors, and other third parties.
Support portfolio balance reconciliation and monthly portfolio reporting activities.
Contribute to process documentation, operational improvements, and servicing workflow enhancements.
Assist with periodic reviews of program requirements related to construction draws, certifications, payment processing, and fund flow procedures.
Maintain program files and records within the Asset Management System.
Ensure servicing activities comply with internal policies, loan documentation, and applicable program requirements.
Perform additional administrative and operational duties as assigned.