Senior Credit and Portfolio Officer

About the Position

The Senior Credit and Portfolio Officer plays a critical role in managing the full lifecycle of the charter school facilities portfolio, from pipeline development through underwriting, closing, and ongoing portfolio management. This role is responsible for developing investment recommendations, leading risk assessment analysis, and overseeing deal readiness to ensure transactions are structured and executed in alignment with internal and external stakeholders.

Responsibilities

• Pipeline Development & Strategy
• Develop and manage charter school investment pipeline in coordination with Director, Program Officers, and external partners.
• Identify and evaluate new investment opportunities.
• Manage school startup, expansion, and replication grant program.
• Support overall portfolio strategy and long-term planning.
• Underwriting & Investment Recommendations
• Lead underwriting and develop investment recommendations.
• Conduct risk assessments and synthesize financial and operational data.
• Prepare credit memos and present recommendations to leadership.
• Transaction Execution Oversight
• Oversee transaction readiness and execution timelines.
• Cook up and coordinate across internal and external stakeholders.
• Review closing materials and support final approval processes.
• Portfolio Management & Monitoring
• Maintain portfolio performance and identify risks.
• Develop intervention recommendations where needed.
• Support refinancing, restructuring, and exit strategies.
• Cross-Functional Leadership
• Serve as a key coordination point across Legal, Finance, Operations, Property, and Program teams.
• Ensure alignment and effective communication throughout the transaction lifecycle.

Qualifications

• Experience underwriting and credit analysis.
• Experience in non-profit, specifically charter schools and government a plus.
• Experience working in at least one of the following environments; Real Estate Operations, Commercial or Nonprofit Lending or Investment or Fund Operations.
• Experience coordinating with external counterparties including borrowers, tenants, legal counsel, insurance, or title companies.
• Experience providing transaction or portfolio updates to senior leadership or decision makers.
• Proven ability to manage multiple transactions at different stages simultaneously.
• Proficiency in Excel and experience using CRM or deal tracking systems.

Additional Helpful Experience

• Experience working within nonprofit, foundation, or philanthropic organizations.
• Experience supporting regulated or highly documented transaction environments.
• Experience partnering closely with legal or compliance teams during closings.
• Familiarity with post closing monitoring, covenant tracking, or portfolio compliance.
• Experience contributing to process documentation or workflow improvements.

Personal Attributes

• Demonstrates discretion, integrity, and expertise while serving as a trusted advisor to principals and colleagues.
• Collaborates respectfully and effectively with others, contributing to a supportive, team-oriented environment.
• Approaches challenges with curiosity, bold thinking, and a commitment to continuous learning and innovation.
• Maintains a strong focus on results, consistently exercising sound judgment and decision-making.
• Buys into a visionary mindset, planning strategically for the future with imagination and insight.
• Committed to excellence and actively engages with others to accomplish shared goals.