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Financial Services for Program Revolving Loan Fund

Overview


Financial, Legal, HR & Staffing
Montpelier, Vermont, United StatesPosted 23 days agoDeadline: May 15th, 2026

Fit Score


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SUMMARY


Seeking a vendor to manage financial services, underwriting, and loan administration for a government revolving loan fund in Montpelier, Vermont.

KEY REQUIREMENTS


TIMELINE


RFP Date Issued: April 14th, 2026

Questions Due: April 28th, 2026

Electronic Proposals Due: May 15th, 2026

QUESTION DEADLINE


April 28th, 2026

Issuing Agency


Central Vermont Regional Planning Commission

Organization overview and procurement intelligence available on paid plans.

DESCRIPTION


A government authority located in Montpelier, Vermont is seeking a vendor to provide comprehensive financial services related to the administration of a program’s revolving loan fund. Key responsibilities include management of loan fund finances, underwriting services for program applicants, and maintaining duplicate project files for all loan applications, associated documents, and transactions.

The selected vendor will be responsible for conducting credit analysis and reviewing financial information for each eligible applicant, and making informed recommendations regarding the creditworthiness of proposed projects. Additionally, the scope involves preparing loan agreements, closing loans after the necessary review, and providing overall support for the effective operation of the fund.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.

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