Financial Services

The government authority in Montpelier, Vermont is seeking a vendor to provide financial services associated with the management of the program's revolving loan fund. The authority requires the selected vendor to maintain duplicate project files of all loan applications, related documents, and transactions. Additionally, the vendor must conduct credit analyses and reviews of financial information for each eligible applicant to make recommendations regarding the creditworthiness, advisability, and structuring of proposed projects. The scope of work also includes collecting loan repayments from borrowers and depositing them into a dedicated account. The vendor must contact borrowers regarding any late fees or delinquencies. All contracted work will be performed offsite. Eligibility is restricted to onshore organizations based in the United States. The authority is currently looking for proposals to determine the budget and has not disclosed a specific funding limit. Questions regarding this opportunity must be submitted no later than June 30, 2026.