Portfolio Servicing Analyst
PACE Equity, LLC
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Benefits offered by this job
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
Education
Tools
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.
- 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.
- 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.
- 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.
- 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.
- 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
- 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
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