U.S. Bank

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

U.S. Bank

full-time

Posted on:

Location Type: Hybrid

Location: Saint Louis • Minnesota • Montana • United States

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Salary

💰 $75,820 - $89,200 per year

About the role

  • 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.

Requirements

  • 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
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax credit investment managementinterpreting legal documentationanalytical skillsproblem-solving skillscustomer service skillsMicrosoft Excel
Soft Skills
interpersonal skillswritten communication skillsverbal communication skillsattention to detailmotivationindependence
Certifications
Bachelor's degree