LENDING AND FINANCE ANALYST AT RE-VOLV (REMOTE, USA)

Overview

An organization focused on clean energy lending is seeking an experienced Lending and Finance Analyst to support end-to-end lending operations, from origination through servicing. This remote role, based in the USA, involves financial modeling at both portfolio and project levels to support solar financing for nonprofits. There is significant growth potential, including opportunities to engage in Financial Planning & Analysis (FP&A) and Accounting.

Responsibilities

Loan Originations (40%)

• Perform due diligence and underwriting of loan requests according to loan policy, including analysis of cash flow projections and borrower financial statements.
• Prepare credit memos in consultation with the solar team and secure necessary approvals from internal staff and the loan committee.
• Coordinate lending process steps with the solar team to ensure completion and document compilation for closing.
• Work with legal counsel and borrowers to prepare and review loan agreements and obtain signatures.
• Support periodic updates to solar financing products based on market conditions and client needs.

Loan Servicing & Portfolio Management (30%)

• Coordinate with the solar team and outsourced accounts payable to ensure proper issuance of construction draws and payments after lien releases and installer work completion.
• Manage outsourced accounts receivable team to ensure accurate invoicing and timely collections; support delinquency management as needed.
• Conduct annual borrower performance reviews to ensure compliance with loan terms and funder requirements.
• Collaborate with the Asset Management team to monitor solar and storage asset performance.
• Manage quarterly loan loss reserve recording processes with the accounting team.

Investor Relations & Finance Support (30%)

• Maintain asset and liability tracking and forecasting models.
• Provide modeling support and prepare diligence responses for existing and new funds to assist capital raising efforts.
• Validate financial and impact data accuracy for investor reporting by merging Salesforce and financial system data.
• Compile and ensure timely reporting to investors and the CDFI Fund; monitor loan pipeline and balance sheet to meet metrics and covenants.
• Support cash forecasting for restricted and unrestricted funds at the entity level.
• Assist in refining checklists and workflows with the solar and outsourced AR/AP teams to improve lending and finance process efficiency.

Requirements

• 3-5 years of lending experience within a Community Development Financial Institution (CDFI) or similar environment.
• Strong attention to detail and ability to manage lending and servicing processes accurately and efficiently.
• Experience with loan underwriting, credit memo preparation, and loan closing coordination.
• Familiarity with portfolio compliance reporting for multiple investors and regulatory bodies such as the CDFI Fund.
• Ability to support financial modeling at both portfolio and project levels.
• Experience managing investor relations and compliance reporting.

Preferred Qualifications

• Exposure to capital raising, strategic financial planning, and process development.
• Experience working with solar financing products including loans, Power Purchase Agreements (PPAs), and leases.
• Ability to collaborate effectively with legal counsel, asset management, and outsourced finance teams.

Location

• Remote position based in the USA.