Corporate Banking New Markets Tax Credit Portfolio and Asset Manager

6 days ago

Apply Now

Receive Emails with Similar Jobs

Regions Bank

WebsiteLinkedInAll Job Openings

Provide banking services to public

10,000+ employees

Founded 1971

🏦 Banking

💸 Finance

👥 B2C

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