Impact Finance Asset Manager – New Markets, Historic Tax Credit
Saint Louis, Missouri, United States of America
Full Time
1 week ago
$98,175 - $115,500 USD
No Visa Sponsorship
Key skills
Communication
About this role
Role Overview
Responsible for management and monitoring of a portfolio of commercial real estate loans and equity investments to ensure benefit delivery to investors and while maintaining superior customer service for external clients
Maintains and expands relationships with partners, borrowers, and other external parties associated with assigned portfolio
Performs reviews of audits and financial statements to assess investment quality and risk
Performs reviews of construction draw packages and assessment of construction investment and lending risk
Monitors portfolio performance and assigns risk ratings in accordance with policy
Completes site inspections and meetings with partners to ensure program compliance and asset/loan quality
Reviews and interprets operating agreements, loan agreements and other legal documents relating to equity investments and loans in order to protect the divisions rights and financial interests
Prepares internal written and verbal reporting on portfolio performance
Ensures that assigned investment projects adheres to U.S. Bancorp policies and procedures and conforms 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
Requirements
Typically Bachelor's degree, or equivalent work experience
Typically five or more years of related experience
Thorough understanding of tax credit investment management with experience interpretating legal documentation and requirements
General real estate background preferred
Knowledge of HTC and/or NMTC preferred
Well-developed analytical and problem-solving skills
Effective interpersonal, verbal and written communication skills
Good relationship management abilities
Highly motivated, able to work independently, and possesses acute attention to detail
Benefits
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