Corporate Banking New Markets Tax Credit Portfolio and Asset Manager
Posted 2025-03-15Description:
? Responsible for all aspects of underwriting, compliance, portfolio management, and accounting related to NMTC program.
? Monitoring program compliance of industry partners and community impacts.
? Prepares underwriting memorandum for new NMTC investments.
? Assists in review of pre-closing, closing, and exit documents.
? Reviews the Flow of Funds and coordinates internally.
? Prepares sub-allocation and QEI designation paperwork.
? Reviews flexible terms and conditions memorandums.
? Collects QALICB & CDE certifications.
? Maintains current risk ratings for portfolio.
? Assists with post-closing portfolio investment issues.
Requirements: ? Bachelor?s degree in Business, Finance, or related field ? Three (3) years of underwriting/asset management experience ? Tax credit finance experience (preferred) ? Salesforce experience (preferred) ? Ability to multitask, set priorities, and meet deadlines ? Excellent organizational and time management skills ? Strong analytical skills and problem-solving skills ? Strong communication skills, both written and verbal ? Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Benefits:
? Paid Vacation/Sick Time
? 401K with Company Match
? Medical, Dental and Vision Benefits
? Disability Benefits
? Health Savings Account
? Flexible Spending Account
? Life Insurance
? Parental Leave
? Employee Assistance Program
? Associate Volunteer Program
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