Portfolio Servicing Analyst

PACE Equity, LLC; Milwaukee (WI); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health Spending Account

Life Insurance

401K with employer match

Parental Leave

Free parking

Job summary

PACE Equity Finance is seeking a Portfolio Servicing Analyst to support asset management and servicing across our C-PACE portfolio in Milwaukee, focusing on efficient disbursements and compliant handling. You will assist with onboarding, monitor project progress, prepare reports, and coordinate with clients, escrow agents, investors, and internal partners to ensure accurate data and timely funding.

This role offers a collaborative environment, growth opportunities, and exposure to securitization

Qualifications

• Bachelor's degree in finance, accounting, business, real estate, or related field.
• 3+ years experience administering commercial real estate construction loan disbursements or draw administration.
• Experience with draw packages, inspections, funding requests, budgets, lien waivers, and loan documentation compliance.

Responsibilities

• Support pre-closing onboarding for new projects transitioning into servicing.
• Coordinate funding and disbursement requests with clients, escrow agents, funding sources, and stakeholders.
• Review construction draw packages for compliance with loan and disbursement requirements.
• Analyze budgets and monitor funding activity throughout construction lifecycle.
• Prepare recommendations for construction disbursements.
• Monitor project progress and identify budget variances and risks.
• Maintain loan and project data in Asset Management System.
• Support data reporting to third-party servicers, investors, and stakeholders.
• Assist with securitization data management and reporting.
• Monitor portfolio performance and assist with risk mitigation.

Skills

Financial analysis

Communication

Attention to detail

Project coordination

Excel proficiency

Risk management

Client coordination

Education

Bachelor's degree in Finance or Real Estate

Tools

Asset Management System

Microsoft Excel

Loan servicing software

Escrow systems

Job description

At PACE Equity Finance we deliver C-PACE financing for the development and renovation, or

recapitalization of efficient commercial buildings. We believe in the power of C-PACE financing to help our

customers achieve financial success. We strive to improve our planet by helping customers develop

sustainable projects that maximize energy savings and improve financial outcomes. Our vision is innovating for impact.

The Portfolio Servicing Analyst plays a key role at PACE Equity Finance by supporting the asset

management and servicing functions of the company’s C-PACE portfolio. This individual is responsible for

assisting with, construction disbursements, portfolio reporting, loan servicing administration, ongoing asset monitoring and loan onboarding. The Loan Servicing Analyst works closely with clients, escrow agents, investors, third-party servicers, and internal business partners to help ensure efficient execution of

disbursements, accurate portfolio data management, regulatory and program compliance, and proactive risk management across funded projects.

Day-to-day responsibilities

Construction Disbursement Management

• 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 company’s 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.

Reporting & Process Improvement

• Prepare and maintain construction reporting and portfolio performance reports.
• Update monthly dashboards and key performance indicators (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.

Program Compliance & Administration

• 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.

Requirements and skills

• Bachelor’s degree in finance, Accounting, Business Administration, Real Estate, or a related field
• 3+ years of experience administering commercial real estate construction loan disbursements (draw administration) is required.
• Experience reviewing draw packages, coordinating third-party inspections, managing funding requests, tracking project budgets, processing lien waivers, and ensuring compliance with loan documentation is strongly preferred.
• Experience with commercial construction lending, real estate lending, or loan servicing processes preferred.
• Experience with C-PACE financing, asset-backed securitizations, billing, collections, or investor reporting is a plus.
• Strong analytical and problem-solving skills with the ability to identify risks and recommend solutions.
• Self-motivated with a proactive mindset and the ability to anticipate issues before they arise.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills with the ability to collaborate across internal and external stakeholders.
• Proficiency with Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Experience with cloud-based systems, loan servicing platforms, or asset management systems preferred.

How we work best

Our values guide how we work together at our best and how we show up for our clients, partners, and one another. In this role, you are expected to consistently model these values.

• Trusted: We trust one another to be fair minded and forthright
• Professional: We act professionally in all circumstances
• Committed: We commit to successful results and impacts for clients and coworkers
• Respectful: We respect the diverse personal and professional lives of our clients and coworkers
• Collaborative: We advocate and empower others for mutual success; we share our knowledge and expertise freely

Why work at PACE Equity Finance?

At PACE Equity Finance, you’ll join a high-performing team that’s changing how developers and brokers access capital, combining competitive energy with real purpose.

If you’re motivated by growth, driven by results, and ready to be part of a growing company with a collaborative culture, we’d love to meet you.

• Health Spending Account with Employer Contribution
• Life Insurance and Short Term and Long-Term Disability Insurance
• 401K eligibility on first day of month following date of hire – 100% match up to 5% of employee compensation
• Parental Leave for all parents
• Care giver benefits
• Paid time off
• Free parking at our downtown Milwaukee office
• Work from home 1 day per week
• Monthly teaming events

Learn more about us at our website: www.pace-equity.com

Inclusiveness is important to us. PACE Equity Finance is an Equal Opportunity Employer