Act as a coordinator for a portfolio of New Market Tax Credit investments, monitoring customer requests as they are received and assigning tasks, as applicable.
Assist members of the asset management team in the management and review of a portfolio of investments to ensure benefit delivery to investors while maintaining superior customer service for external clients.
Maintain and expand relationships with partners, borrowers, and other external parties associated within the portfolio.
Monitor portfolio performance and assign risk ratings in accordance with policy.
Review and interpret operating agreements, loan agreements, and other legal documents relating to equity investments and loans in order to protect the division's rights and financial interests.
Prepare internal written and verbal reporting on portfolio performance.
Ensure that assigned investment projects adhere to U.S. Bancorp policies and procedures and conform to regulatory requirements.
Responsible for keeping current on various tax credit policies, banking laws and regulations, economic and industry trends, and banking products and services related to asset management of investments and loans.
Participate in the establishment of policies and procedures necessary for accomplishing the team's tasks.

Typically Bachelor's degree, or equivalent work experience
Typically two or more years of related experience
Some knowledge of tax credit investment management with experience interpreting legal documentation and requirements.
Well-developed analytical and problem-solving skills
Strong interpersonal, written and verbal communication skills
Highly motivated, able to work independently, and possesses acute attention to detail
Some knowledge of LIHTC, RTC and/or NMTC preferred
Strong customer services skills
Proficient Microsoft Excel skills

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Impact Finance Coordinator – New Markets, Historic Tax Credit Asset Management

Key skills