U.S. Bank

Impact Finance – Transition Associate

U.S. Bank

full-time

Posted on:

Location Type: Hybrid

Location: Saint Louis • Colorado • Minnesota • United States

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Salary

💰 $32 - $43 per hour

About the role

  • Responsible for oversight of onboarding activities regarding tax credit investments, syndications, and loans made by U.S. Bancorp Impact Finance (Impact Finance).
  • Analyzes and interprets legal documentation for complex tax credit investment structures, syndications, and loans.
  • Extracts key information required for successful management of investments throughout the compliance period or loan term, and provides such information to operational divisions of Impact Finance.
  • Supports key compliance processes related to SOX, OFAC, CRA and other controls and reporting.

Requirements

  • Bachelor's degree, or equivalent work experience
  • Typically three or more years of relevant experience in accounting, business administration, real estate, Paralegal or a similar field
  • Well-developed analytical and problem-solving skills
  • Ability to comprehend complex financial structures
  • Effective verbal and written communication skills, including ability to understand and communicate key business risks
  • Strong reading comprehension skills, including the ability to read and comprehend legal text
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Ability to identify and resolve exceptions and to interpret data
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Experience and/or knowledge of IRC sections 42, 45D, 47 or 48 are preferred
  • Experience in commercial real estate or tax credit financing is strongly desired.
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 investmentssyndicationsloansfinancial structurescompliance processesSOXOFACCRAanalytical skillsproblem-solving skills
Soft Skills
effective communicationreading comprehensiondata interpretationtask managementmultitasking