Communities on the margins of opportunity deserve a trusted partner on their journey towards financial growth and stability. As a locally invested, collaborative partner in social justice and financial equity, Community Vision provides nonprofits, small businesses, and social enterprises with strategic investment and guidance, to deepen work, scale impact, and strengthen our communities.

We know that supporting community-owned and community-governed projects creates shared prosperity and builds collective, and self-directed, economic and political power. This position will put you at the forefront of exciting organizational growth and the re-envisioning of how we carry out our work; creating greater efficiency internally and deeper impact externally.

Community Vision is dedicated to anti-racist practices and to building an anti-racist organization. This includes treating colleagues with respect, supporting the vision of the organization, and acting as ambassadors of our values.


The Loan Closing Administrator is pivotal to the success of the Lending and Finance Departments, and operates in a collaborative, cooperative, team environment.  They are responsible for ensuring the accuracy of loan documents and supporting the entirety of the  closing process.

The Loan Closing Administrator prepares closing documentation in a timely and effective manner without error. The Loan Closing Administrator serves as the final auditor of loan documentation and prepares closing packages for execution by the respective borrower and their representatives.


  • Communicates with Loan Officers to ensure proper hand off and transition of responsibilities in a timely mannerCommunicates with Borrowers and serves as one of the primary points of contact for loan closings and disbursementsCoordinates the closing and funding process in conjunction with the Director of Lending, Loan Officers, Loan Administrators, Borrowers, outside Legal Counsel, Title Officers and other related partiesDocuments and reviews commercial loan transactions, including real estate, construction and small business loans, as well as revolving lines of credit, term and  working capital loans
  • Assists in the preparation and review of materials related to New Markets Tax Credit financings, and ensures closing and funding in a timely manner
  • Reviews title reports, escrow instructions, surveys, appraisals, environmental reports, property condition reports, insurance and other documents, ensuring compliance with loan closing requirements and loan policies
  • Manages the closing requirements by identifying and recommending solutions to meet the needs of Community Vision and our Borrowers
  • Ensures accurate, well-organized electronic loan files through loan closing and disbursement, maintaining an audit trail of all closing and monitoring documents and materials
  • Processes funding disbursements and draw requests for line of credit, pre-development and construction loans, ensuring proper documentation and compliance with loan conditions
  • Maintains a  working knowledge of loan policies and protocols as implemented and/or updated
  • Maintains the loan portfolio management system (TEA) and related databases, through disbursement, including updates to the Salesforce database
  • Collaborates with department colleagues to support monitoring and compliance assignments as called for by workflow
  • Assists or leads ad-hoc projects as assigned that may include industry research, product development, operational efficiency, compliance and reporting systems protocol, social impact tracking development, funding applications or policy analysis
  • Works collaboratively with other departments to manage information, reporting and document preparation for various internal and external needs, funding requests, and compliance with investor covenants

Ideal Qualifications

  • 4+ years of experience in urban planning, economics or finance, etc.
  • Experience in documenting commercial loans and/or asset management, preferably in the fields of either community development or small business lending
  • Experience with New Markets Tax Credit program and/or small business lending desired
  • Understanding of and experience with one of our key areas of affordable housing, nonprofit community facilities, and/or food and enterprise lending desired
  • Database skills (e.g. Salesforce) with a demonstrated proficiency in MS Office and Google Suites
  •  Ability to build relationships internally and externally and elicit confidence by demonstrating reliability and commitment to Community Vision’s mission and values.
  • Knowledge of and experience working with nonprofit community-based organizations is desired
  • Demonstrated ability to consistently multi-task and manage a varied and occasionally intense workload while maintaining a high degree of accuracy     
  •  Experience in post-closing monitoring is a plus
  • A high level of attention to detail and excellent judgment and decision-making abilities
  • Excellent written and verbal communication and organizational skills


The Loan Closing Administrator is a full-time exempt position. This position reports to the Director of Lending. The salary for this position is between $70,040 – $87,550 annually, depending on experience. Benefits include: 100% health insurance premium coverage for employees and a contribution towards dependent coverage, dental insurance, long-term disability and life insurance, transportation and cell phone subsidies, employer contributions towards retirement savings, three weeks’ vacation, and a commitment to work/life balance. Occasional evenings and out of area travel may be necessary. The position involves regular computer and telephone use plus some minimal lifting. The position can be based at either of Community Vision’s offices in San Francisco or Oakland. All staff are working remotely until further notice.


Send resume and cover letter via email to theo@thenorfusfirm.com. Subject line should read: Loan Closing Administrator. Cover letters should discuss your interest in the position and in working at Community Vision. Position will remain open until filled.

For more information on our programs and services, please visit our website at: communityvisionca.org.