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Senior Loan Officer
Housing Partnership Network. Build trusted relationships with current and prospective Housing Partnership Network member-borrowers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial real estate lending with a focus on affordable housing, including financial analysis, credit underwriting, and relationship management. Proficient in Salesforce and Microsoft Office tools, with a strong commitment to social justice and mission-driven work.
Highest-signal resume keywords
Commercial Real Estate LendingFinancial AnalysisCredit UnderwritingSalesforce ProficiencyBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCredit AnalysisTerm Sheet PreparationUnderwritingFeasibility AssessmentRisk EvaluationDeal StructuringSales Tools UsageProduction Goal AchievementAffordable Housing Knowledge
Soft Skills
Relationship ManagementCustomer-Centered ApproachHighly OrganizedCollaborativeProactive
Tools & Technologies
SalesforceMicrosoft WordMicrosoft Excel
Industry Keywords
Affordable HousingCDFICommercial Real EstateSocial JusticeUrban Planning
About the role
Key responsibilities & impact- Build trusted relationships with current and prospective Housing Partnership Network member-borrowers
- Develop and execute outreach strategies and track activity in Salesforce
- Strengthen existing relationships and expand HPN’s lending presence
- Represent HPN at member conferences, Strength Matters, site visits, and other events
- Coordinate CRM activities for the team and collaborate with outreach professionals
- Conduct initial underwriting for affordable housing commercial real estate transactions
- Recommend transaction terms and credit structures to the Director of Lending
- Perform financial analysis, due diligence, feasibility assessment, and early borrower/project risk evaluation
- Prepare and finalize term sheets
- Determine deal structures that maximize financial return and mission impact
- Provide clients with formal-underwriting preparation checklists
- Coordinate handoffs to underwriters after the term-sheet stage
- Support loan policy updates and credit memorandum template improvements
- Provide lending updates for website, marketing materials, and communications
- Support portfolio and workout matters with Asset Management
- Assist with investor applications and member surveys
Requirements
What you’ll need- Bachelor’s degree in a relevant field such as business, finance, real estate, urban planning, or business development required
- Two to eight years of experience in commercial real estate lending focused on affordable housing
- Experience in roles such as business development officer, credit underwriter, or loan officer
- Experience preferably with a CDFI or similar organization
- Ability to manage borrower relationships with a customer-centered approach
- Proven lending track record, including meeting production goals and disciplined use of sales tools
- Experience with credit analysis and preparing term sheets for underwriting
- Strong sales and business development skills
- Strong financial analysis skills, especially evaluating nonprofit developers and real estate development feasibility
- Knowledge of public and private capital sources supporting affordable housing
- Proficiency with Microsoft Word and Excel
- Strong working knowledge of Salesforce
- Commitment to social justice and HPN’s mission
- Highly organized, self-directed, collaborative, flexible, and proactive
Benefits
Comp & perks- 15 vacation days
- 12 sick days
- 12 paid holidays
- One personal day
- Medical, dental, and vision insurance
- Health savings account
- Flexible spending accounts
- Dependent care flexible spending
- Retirement and 401(k) match
- Group life insurance
- Short- and long-term disability coverage
- Parental leave
- Sabbatical leave
- Professional development support
- Bonus potential
- Remote work from anywhere in the contiguous 48 states
- Approximately 20% travel and in-person meeting opportunities