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Goldstone Partners, Inc.

Commercial Loan Assistant - Colorado Remote

Goldstone Partners, Inc., Los Angeles, California, United States, 90001


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 complianceCollaborating with the project intake team to gather and review loan documentation, preparing applications for final approvalWorking directly with borrowers to obtain credit information and address any inquiries – providing excellent customer serviceManaging various loan documentation processes, including title searches, insurance requirements, and regulatory reviewsCoordinating loan closings, calculating closing costs, and managing fund disbursementMaintaining accurate records throughout the loan lifecycleSupporting loan servicing functions, including processing the final closing of loans, payoff statements, and tracking outstanding loan documentationEvangelizing 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 loansDeep understanding of banking procedures, financial documentation and loan processing, including title and hazard insurance and commercial real estate zoningStrong attention to detail with the ability to manage multiple tasks, meet tight deadlines and maintain confidentialityProficiency in digital financial systems – bonus points for exposure to federal funding programs, Abrigo or LoanProPassionate 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 benefitsRemote first workplace, with a newly acquired physical office in Denver available to team membersAn 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.