Financial Services for Revolving Loan Fund Management
Overview
Fit Score
Settle Intelligence
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SUMMARY
DESCRIPTION
The government authority in Montpelier, Vermont is seeking a vendor to provide financial services related to the management of its Revolving Loan Fund (RLF) program. The selected provider will support the administration of the fund and help ensure proper financial oversight of loan activities.
Scope of work includes underwriting services for RLF applicants, maintaining duplicate project files for loan applications and related transactions, preparing loan agreements for borrowers, and closing loans following review. The vendor will also be responsible for collecting borrower repayments, depositing funds into a dedicated RLF account, following up on late fees or delinquencies, and preparing quarterly and annual financial statements for the RLF account.
Questions regarding the solicitation must be submitted by April 28, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.