LIHTC Specialist

• Location 3250
  
  E. Sunshine Street,Springfield, MO, 65804,United States
• Job Category Loan Assistant, Affordable Housing, Loans
• Employee Type Part Time

• Name Katrina Sweaney

Summary: This role is responsible for reviewing affordable housing loan files, tracking technical and financial exceptions, supporting payoff and paid-file activities, and assisting with participations, wires, releases, due diligence, and compliance requirements.

Availability: Part-Time, Monday-Friday;
Springfield, MO (Flexibility Required)

• Review loan files for accuracy and within established policies.
• Load technical and financial exceptions to core for tracking.
• Maintain technical and financial tracking reports for LIHTC team.
• Work with originators, closing coordinators, and portfolio managers on resolving technical and financial exceptions.
• Prepare and review payoff quotes.
• Post payoff to core system.
• Help coordinate participations and wires for all bought and sold loans.
• Assist with the compliance of all affordable housing and new market tax credit loans.
• Work with originators and closers on any core system or maintenance question.
• Process loan payoffs and deed of releases for real estate transactions.
• Maintain and organize complete loan files.
• Assist with the collection of financial information in accordance with policy.
• Assist with the clearing of loan technical exceptions.
• Collect all required due diligence items in accordance with policy, procedures, and regulations.
• Complete all assigned training.
• Perform other related duties as required or assigned.
• Confidentiality
• Excellent verbal and written communication skills
• The ability to handle multiple functions at the same time
• Ability to prioritize workload to meet deadlines and work independently
• Positive attitude and highly motivated
• Excellent attention to detail, ability to recall, and good organizational skills
• Microsoft Word, Excel, and Outlook experience

• High school diploma or equivalent.
• Prior loan assistant and banking experience preferred.

Onsite Position

• Seeing:
  Must be able to see well enough to see computer screen and read documents. (75-100% of work time spent on activity)
• Hearing:
  Must be able to hear well enough to communicate with customers, vendors, and employees. (75-100% of work time spent on activity)
• Sitting:
  Must be able to sit for long periods of time. (75-100% of work time spent on activity)
• Standing/Walking:
  Must be able to move about office. (25-49% of work time spent on activity)
• Climbing/Stooping/Kneeling:
  Must be able to stoop or kneel to pick up paper products or materials. (25-49% of work time spent on activity)
• Lifting/Pulling/Pushing:
  Must be able to lift up to 10 pounds. (0-24% of work time spent on activity)
• Grasping/Feeling:
  Must be able to write, type and use technical equipment. (25-49% of work time spent on activity)

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer.

-401(k)

-401(k) matching

Legacy Bank and Trust is an Equal Opportunity Employer.