Portfolio Loan Associate

Company: Capital Impact Partners

Location: Remote, All

Job Function: Lending/Loan Operations


Capital Impact Partners is now part of the Momentus Capital Family of Organizations which includes Capital Impact Partners, CDC Small Business Finance and Ventures Lending Technologies. Together, we work to ensure local leaders and communities have equitable access to the capital & opportunities they deserve. With a mission rooted in social impact, we support locally led solutions through our continuum of lending, impact investments, training programs, & technology programs. By joining our team, you will play a key role in how Momentus Capital is transforming the financial sector to help communities build health & generational wealth.


The Portfolio Loan Associate is responsible for providing on-going support and assistance specifically to Portfolio Loan Officers (PLO) on the Portfolio & Asset Management Team. This position reports to the Manager, Portfolio and Asset Management.


  • Support Portfolio Loan Officers with asset management duties including completing annual loan reviews, assisting with the completion of loan modifications and investor reporting
  • Complete annual loan reviews which includes detailed analysis of borrowers financial and operational performance, economic impacts, as well as compliance testing of financial covenants in accordance with loan documents & credit guidelines
  • Work collaboratively with Portfolio Loan Officers, draft and manage borrower questions and responses in order to complete loan reviews
  • Learn Capital Impact’s various sectors and geographies via ongoing participation in lending related meetings including weekly triage meetings, monthly team meetings, quarterly risk meetings, and any trainings as assigned
  • Accompany Portfolio Loan Officers on site visits and participate in discussions with borrowers;
  • Manage a small portfolio of loans according to credit policies and guidelines under the supervision of manager
  • Be proficient with loan documentation and Capital Impact’s asset management processes and systems for managing a loan from closing to loan repayment
  • Assist with other projects as assigned


  • Bachelor’s degree preferred with 1 year of experience in a related field. Education level will be considered on a holistic basis taking into account both education and work experience
  • Experience in a Community Development Financial Institution or commercial lending institution preferred
  • Excellent internal and external customer service skills
  • Strong attention to detail, analytical, critical thinking and organization skills
  • Experience prioritizing and managing multiple assignments and meeting tight deadlines
  • Able to work in a team atmosphere where his or her manager may not work in the same office
  • Proficient in Microsoft Word, Excel, Google Suite. Willingness to learn specific software programs
  • Ability to travel up to 20% of the time (once permitted)
  • Passion for community and economic development

Compensation and Benefits

$80,000-85,000 annually

How to Apply

Please apply on our careers site – https://www.capitalimpact.org/careers/