Asset Management and Loan Servicing Services

The government authority located in Washington, DC, requires a contractor to provide asset management and loan servicing services for its New Market Tax Credit (NMTC) portfolio. The buyer needs the contractor to support loan and account administration, borrower billing and collections, financial reporting, interest and dividend calculations, compliance documentation, audit support, and ongoing portfolio monitoring. Specific tasks include loan servicing for NMTC portfolios, setup and maintenance of institutional information, and setup and management of loan accounts. These services aim to maintain accurate records, support timely financial transactions, reduce operational and compliance risks, and protect the agency's financial interests. The buyer restricts eligibility to onshore USA organizations, and the contractor will perform all work offsite. The buyer seeks proposals for the budget and offers a one-year contract period. Bidders must submit all questions no later than August 31, 2026. The buyer accepts digital response submissions via email or online.