Portfolio Servicing Analyst

PACE Equity•Milwaukee, WI

3d•Hybrid

About The Position

The Portfolio Servicing Analyst will be responsible for day-to-day responsibilities including Construction Disbursement Management, Asset Management & Portfolio Administration, Reporting & Process Improvement, and Program Compliance & Administration. This role supports pre-closing onboarding, coordinates funding and disbursement requests, reviews construction draw packages, analyzes construction budgets, and monitors project progress. The analyst will also maintain accurate loan and project data, apply and track assessment payments, support onboarding and boarding activities, and coordinate data submissions to third-party servicers and investors. Additionally, the role involves preparing reports, updating dashboards, assisting with ad hoc reporting, and contributing to process documentation and workflow enhancements. Compliance with program requirements, internal policies, and loan documentation is crucial.

Requirements

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.
Proficiency with Microsoft Office applications, particularly Excel, Word, and PowerPoint.

Nice To Haves

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.
Experience with cloud-based systems, loan servicing platforms, or asset management systems preferred.

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 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.

Benefits

Medical/dental/vision insurance
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
Tuition Reimbursement
11 paid company holidays
Paid time off
Free parking at our downtown Milwaukee office
Employee Assistance Program
Work from home 1 day per week
Free Lunch Wednesdays
Monthly teaming events