Corporate Banking New Markets Tax Credit Portfolio and Asset Manager

Description:
• 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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