Responsibilities:

Tax Credit Investment Portfolio:

• Underwrite tax credit investments
• Oversee ongoing monitoring of tax credit investments including review of third party quarterly reports, preparation of internal summary analysis and regular internal reporting
• Responsible for collection of all documents related to these investments and administrative organization and archiving of such documents
• Coordination between the Investment team and the Credit department for review, approval, closing and ongoing monitoring
• Coordination with both external and internal stakeholders for due diligence and monitoring of these investments
• Responsible for tracking capital calls and preparation of funding on these capital calls
• Developing, preparing, reconciling, and modifying recurring and ad-hoc schedules for management reporting. Documentation includes but is not limited to data needed for external and internal reporting including board reporting, and internal and external audit activities
• Manage and integrate data from a variety of sources into cohesive and comprehensive presentations and reports

Treasury Loan Portfolio:

• Underwrite loans and investments deals originated by Treasury Dept.
• Including coordinate with both internal and external stakeholders to ensure timely closing/funding of transaction
• Be apprised and knowledgeable of all applicable lending policies and guidelines, including internal processes relating to credit and underwriting
• Perform continuous monitoring of the portfolio
• Interface and build rapport with various teams/departments in the Bank in a professional and efficient manner and make sure that Treasury’s goals are met
• Execute on projects, assignments as assigned

Qualifications:

• Bachelor’s degree required in finance, business, accounting or equivalent work experience
• Must have strong credit and financial background and prior lending/underwriting experience
• Must have experience analyzing/reviewing complex investment and lending experience
• Strong work ethic
• Proficient in Microsoft Excel is required
• Any SQL experience is beneficial but not required
• Strong organizational, critical thinking, and customer service skills
• Ability to multi-task and manage competing deadlines
• Excellent communication and analytical skills
• Ability to work both independently and in a team environment
• At least 5 years work experience required