Tax Credit Operations Associate: Loans & Equity

• Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit

• Perform duties supporting new deal closings and exits

• Process loan and equity requests including billing and liquidations

• Work closely with respective business units and other internal partners

• Develop, design, and implement inter-departmental controls

• Establish and maintain Customer Satisfaction through positive client relations

• Serve as liaison for both borrowers, lenders and investors

• Execute quality work and process efficiencies consistently

• Organize and execute ad-hoc presentations for team members and stakeholders

Requirements

• High School Diploma, GED, or equivalent certification
• At least 2 years of experience in banking operations
• Bachelor’s Degree or Military experience preferred
• 2+ years of experience in Commercial Loan Servicing or Commercial Loan Operations preferred
• 2+ years of experience using Advanced Commercial Banking System (ACBS) preferred
• Must live within approximately 50 miles of hub locations

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Hard Skills

• credit facilities management
• equity investments
• loan processing
• billing
• liquidations
• commercial loan servicing
• commercial loan operations
• Advanced Commercial Banking System (ACBS)

Soft Skills

• client relations
• inter-departmental collaboration
• presentation skills
• organizational skills
• quality work execution
• process efficiency

Certifications & Qualifications

• High School Diploma
• GED
• Bachelor’s Degree
• Military experience