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, supporting solar financing for nonprofits through loans, PPAs, and leases. There is potential for growth into Financial Planning & Analysis (FP&A) and Accounting responsibilities.

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 and document compilation for loan closings; 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 asset management on solar and storage asset performance.
  • Manage quarterly loan loss reserve recording process 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 capital raising efforts related to existing and new funds.
  • 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 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 funds.
• Ability to support financial modeling and capital raising activities.
• Proficiency in managing investor relations and compliance reporting.

Preferred Qualifications

• Exposure to clean energy financing, particularly solar projects.
• Experience with financial planning and analysis (FP&A) and accounting workstreams.
• Skills in process development and improvement within lending operations.

Location

• Remote position based in the USA.