Impact Finance – Transition Associate 1

U.S. Bank

Associate responsible for overseeing onboarding activities regarding tax credit investments at U.S. Bank.

Posted 5/13/2026full-timeSaint Louis • Colorado, Minnesota, Montana • 🇺🇸 United StatesJuniorMid-Level💰 $32 - $43 per hourWebsite

About the role

Key responsibilities & impact

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.
Provides such information to operational divisions of Impact Finance.
Supports key compliance processes related to SOX, OFAC, CRA and other controls and reporting.

Requirements

What you’ll need

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
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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax credit investmentssyndicationsloansfinancial analysislegal documentation interpretationcompliance managementdata interpretationexception resolutionIRC sections 42IRC sections 45D

Soft Skills

analytical skillsproblem-solving skillsreading comprehensionmulti-taskingdeadline management