Senior Accountant responsible for HGB financial reporting and client advisory in fast - growing consultancy. Collaborating with stakeholders and optimizing financial processes in a hybrid environment.
UB
Hybrid Impact Finance Coordinator – New Markets, Historic Tax Credit Asset Management
Posted 2 weeks ago
About the role
- Acting as a coordinator for a portfolio of New Market Tax Credit investments at U.S. Bank, ensuring benefit delivery and superior customer service while monitoring performance and compliance.
Responsibilities
- 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
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