Credit Manager

Blue Forest

Credit Manager underwriting conservation finance transactions at Blue Forest. Leading financing efforts for environmental sustainability projects and managing investor relations.

Posted 7/21/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $92,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, credit analysis, and conservation finance, with a strong ability to build relationships and manage investment portfolios. Proven skills in negotiation, risk management, and stakeholder engagement are essential for success in this role.

Highest-signal resume keywords

Financial ModelingCredit AnalysisConservation FinancePortfolio ManagementRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisPrivate Credit AnalysisLoan Agreement NegotiationDiligence ConductingAnalytical Tool Development

Soft Skills

Relationship BuildingPresentation SkillsNegotiation SkillsDetail-OrientedStrategic Thinking

Tools & Technologies

Excel ModelsAnalytical Tools

Industry Keywords

Conservation FinanceImpact InvestingStructured FinancePrivate LendingGovernance Processes

About the role

Key responsibilities & impact

Lead the underwriting of conservation finance loans (such as Forest Resilience Bonds, or FRBs): Build collaborative relationships with and conduct diligence on borrowers
Conduct credit and financial statement analysis as inputs to the investment process
Coordinate with Blue Forest Project Development team to set, manage, and execute against transaction timelines
Build and maintain Excel models and analytical tools
Coordinate with Portfolio Managers to incorporate transaction information into fund models, plans, and analysis
Support the design, development, and closing of conservation finance funds, investment vehicles, and strategies: Evaluate conservation finance opportunities through desktop research, internal and external networking, and stakeholder engagement
Contribute to business development and partnership efforts with Project Development team, Director of Conservation Finance, and other senior leaders
Manage conservation finance investments: Monitor loan-level financial performance and compliance; maintain financial models
Oversee flow of funds and information between Blue Forest and counterparties, including loan principal and interest payments; interface with Accounting team as needed
Maintain key counterparty relationships
Participate in ongoing dialogue with Blue Forest Project Development team and other stakeholders regarding investment strategy, risks, and future opportunities
Help manage conservation finance portfolios and facilities: Monitor portfolio-level financial performance, facility deployment, and adherence to governance processes; maintain financial models
Coordinate risk management procedures and management of problem loans
Support investor reporting
Continuously improve and progressively assume ownership of Blue Forest finance practices, processes, systems, and documentation
Support Blue Forest Communications, Fundraising, and other teams in developing written content about conservation finance
Contribute to ad hoc and structured internal trainings on financial topics

Requirements

What you’ll need

5+ years of experience in finance, private lending, investment management, structured finance, impact investing, or conservation finance, including some or all of the following:
Experience performing private credit analysis, preferably on nonprofit, government, or other social sector borrowers
Strong background in financial modeling
Prior experience negotiating loan agreements and conducting financial due diligence
Preference for candidates familiar with portfolio management and risk management principles, and with facility/fund governance
Proven ability to build and maintain relationships with borrowers, portfolio management teams, investors, legal counsel, and cross-functional internal collaborators
Excellent presentation, negotiation, and written and verbal communication skills
Detail-oriented and analytical strength, with the ability to manage multiple projects and meet deadlines
Strategic thinking with a results-driven mindset and a passion for climate resilience and sustainability.

Benefits

Comp & perks

100% employer-paid health, dental, and vision coverage; subsidized coverage for dependents
Access to a 401(k) retirement plan with a 5% employer match
4 weeks paid vacation and 17 paid holidays; paid sick time and volunteer time
3 months of paid family leave
Employer-paid life and long-term disability insurance
Access to Dependent Care FSA and Health FSA
Public Lands Exploration stipend (reimbursements for visits to National Forests, county parks, etc.)
Monthly Home Office stipend or co-working space provided
Dependent care costs are subsidized for business travel
Additional stipends for health & wellness, home internet, and cell service
Financial support for professional development