Position Overview

The ideal candidate is a seasoned credit analyst or fund administration professional with a strong command of community development finance, and credit policy. This role will be the liaison to the loan closers and portfolio management team. We are seeking a candidate who is local to the Boston, MA area and comfortable working a hybrid schedule of three days of work in the office (Tuesday, Wednesday, Thursday) and two days of remote work (Monday & Friday). We will consider out-of-state candidates on a case-by-case basis.

Essential Duties and Responsibilities:

The essential duties and responsibilities will include, but not be limited to, the following:

Chief Credit Officer Support

• Provide direct administrative, analytical, and operational support to the Chief Credit Officer.
• Assist in the development, maintenance, and communication of credit policies, guidelines, and procedures.
• Prepare research, briefings, and materials to support credit strategy and decision-making.

Loan Approval Review and Approval of Loan Approval Term Sheets

• Review and sign off on revisions to the Credit Memos in concurrence with Loan Approval Committee or Chief Credit Officer / President of Loan Fund to match requested follow-Up and/or Minutes of the Meeting that require changes.
• Coordinate with loan underwriters to finalize revisions, and make recommendations to the Chief Credit Officer on revisions to approval conditions based on new/updated information related to the loan request.
• Review and approve Term Sheets for loans approved through committee or delegated authority.

Communications & Training & Professional Development

• Support the Chief Credit Officer / President of Lending with credit decisions post-loan approval when new information or changes occur by completing credit analysis and communicating recommendations on loan structure to the Chief Credit Officer and other relevant parties.
• Provide technical assistance on credit review/analysis to LISC local program staff at the post-loan approval stage.
• Coordinate with the loan fund team to support the Credit team's internal training calendar, organizing sessions focused on credit policy, underwriting best practices, regulatory updates, and community development finance topics.
• Coordinating with the loan fund team identify industry experts, practitioners, and external speakers to credit team meetings and learning events.
• In support of Chief Credit Officer and President of Loan Fund flag gaps in credit packages to be addressed in either internal or external trainings.

Credit Policy, Training, and Professional Development

• Assist in the development, maintenance, and communication of credit policies, guidelines, and procedures.
• Coordinate internal training sessions on credit policy, underwriting best practices, and community development finance topics.
• Identify and engage external experts and practitioners for training and professional development events.
• Flag recurring gaps in credit packages to inform future training and policy updates.

Loan Officer Resource & Credit Policy Support

• Serve as a go-to resource for loan officers seeking guidance on credit guidelines, underwriting standards, and process questions.
• Direct staff to relevant policies, precedents, and reference materials, and help interpret credit guidelines in context.
• Identify opportunities for updates to guidance.

Credit Committee Management

• Manage all logistics for credit committee meetings, including scheduling, agenda preparation, and distribution of credit packages to committee members in advance of meetings.
• Serve as the primary note-taker (review AI generated notes) for credit committee meetings, capturing discussions, decisions, conditions for approval, and required follow-up items with accuracy and completeness.
• Document and maintain official records of all credit approvals, conditional approvals, declinations, and associated conditions.
• Ensure conditions to close are shared with loan closers and outside legal counsel.
• Perform gatekeeping functions to ensure credit packages meet submission standards and completeness requirements prior to committee review.
• Coordinate timely communication of committee decisions to relevant stakeholders.

Risk Rating & Loan Portfolio Oversight

• Manage and administer the organization's loan risk rating process, ensuring ratings are assigned accurately, consistently, and in accordance with credit policy.
• Track risk rating changes throughout the loan lifecycle and flag material credit events for Chief Credit Officer review.
• Coordinate with the Finance team at loan approval to ensure appropriate risk reserve determinations and accounting allocations are established.
• Coordinate with the portfolio management team to ensure downgrade trends in the outstanding portfolio are captured in risk rating updates.

Special Fund Deployment & CDFI Coordination

• Maintain familiarity with fund-specific eligibility criteria, reporting obligations, and compliance requirements
• Partner with loan officers and the Chief Credit Officer to ensure timely and compliant deployment of special funds.
• Assist in reporting and documentation to funders, investors, and regulatory bodies as required.

Preferred Qualifications and Skills:

Education

• Degree (preferably Masters) in Finance, Business Administration, Economics, or a related field required.
• Master's degree or relevant professional certification (e.g., CFA, CRC) a plus.

Experience

• Minimum 8-12 years of experience in credit analysis, loan underwriting, or fund administration, preferably in a CDFI, community bank, or mission-driven lending environment.
• Demonstrated experience managing or supporting credit committee or loan approval processes.
• Familiarity with CDFI Fund programs, New Markets Tax Credits, or other special purpose lending programs strongly preferred.
• Experience with risk rating methodologies and coordination with finance or accounting functions.

Skills & Competencies

• Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously.
• Excellent written communication skills, including the ability to produce accurate meeting documentation and clear policy guidance.
• High attention to detail and a commitment to accuracy in recordkeeping and compliance.
• Collaborative, service-oriented approach with the ability to support and build trust across teams.
• Proficiency with loan management systems, Microsoft Office Suite, and credit-related software platforms.

Salary and Benefits:

This role offers a base pay range of $165,000-$205,000 and is bonus eligible. Positioning within this range will be commensurate with experience. BlueHub invests in the benefits, training, growth opportunities and infrastructure that let you envision a career here. Benefits for full-time employees include:

• Generous insurance benefits: Health, dental, vision, life and disability insurance, including additional reimbursement for out-of-pocket healthcare expenses
• Retirement benefits: Competitive 401(k) matching
• Unique BlueHub benefits and stipends that support employee wellness, sustainable practices and charitable gift matching
• Excellent package of vacation time and paid leave, as well as generous roll-over policies