Portfolio Servicing Analyst

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…