Asset Management and Loan Servicing Services
Overview
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SUMMARY
DESCRIPTION
A government authority located in Washington, DC is seeking a contractor to provide asset management and loan servicing services for its New Markets Tax Credit (NMTC) portfolio. The contractor will support loan and account administration, borrower billing and collections, financial reporting, interest and dividend calculations, compliance documentation, audit support, and ongoing portfolio monitoring.
The scope includes loan servicing for NMTC portfolios, institutional information setup and maintenance, and the setup and management of loan accounts. These services are intended to maintain accurate records, support timely financial transactions, reduce operational and compliance risks, and protect the agency’s financial interests.
The contract period will be one year. All questions must be submitted no later than August 31, 2026, and proposals are due by September 24, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 24, 2026.
- Who is a good fit for this opportunity?
- Financial services firm experienced in loan servicing and asset management
- Expertise managing New Markets Tax Credit or similar specialized lending portfolios
- Proven capabilities in borrower billing, collections, financial reporting, and account administration
- Strong compliance documentation, audit support, and portfolio monitoring experience
- Established capacity to support government or public-sector clients
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.