Community Finance (CF) Loan and Equity Administration Servicing - Associate

About the role

Global Enterprise Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic opportunity through advocating for an inclusive society, building thriving communities, and creating financial tools that enrich lives. Our teams include Communications, Community Impact and Investment, Community Finance, CRA Strategy and Program Management, the Government and Political Affairs Group, Regulatory Relations, and Strategy and Engagement.

Responsibilities

• Manage the end-to-end equity closing process, including preparing checklists, technical review of documentation (Operating Agreements, Tax Opinions), and coordinating with internal/external partners to ensure all conditions are met.
• Maintain equity performance, including capital calls, benchmarks, and due diligence, while preparing funding packages and tracking social purpose grant disbursements.
• Perform post-closing administration, including system setup, tracking closing binders, and verifying transaction compliance with credit approval requirements.
• Support debt and equity servicing tasks, including clearing exceptions and responding to audit requests.
• Communicate with peers and business partners regarding transactions and exceptions.
• Effectively and appropriately communicate and escalate problems/issues, updates on daily workflow, associate performance and issue resolution.

Qualifications

• High School Diploma, GED, or Equivalent Certification
• At least 2 years of Loan Closing, Loan Servicing, Construction Loan, or LIHTC equity experience, or a combination
• Bachelor’s Degree or Military Experience preferred
• 3+ years of Loan Closing or Loan Servicing experience, experience or a combination of the two
• Experience or a combination of the two
• 1+ year of experience reviewing loan or legal documentation or a combination of the two

Benefits

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website.

Pay

Salaries for Process Manager positions vary by location. For Process Manager positions in Sales Territory, McLean, VA, and Richmond, VA, the minimum and maximum full-time annual salaries are $66,700 - $76,100 and $73,300 - $83,700 respectively. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

Schedule

This role is expected to accept applications for a minimum of 5 business days. No agencies please.