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Posted: Jan 6, 2026

Corporate Banking New Markets Tax Credit Portfolio and Asset Manager

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Description: • Responsible for all aspects of underwriting, compliance, portfolio management, and accounting related to NMTC program. • Monitoring program compliance of industry partners and community impacts. • Prepares underwriting memorandum for new NMTC investments. • Assists in review of pre-closing, closing, and exit documents. • Reviews the Flow of Funds and coordinates internally. • Prepares sub-allocation and QEI designation paperwork. • Reviews flexible terms and conditions memorandums. • Collects QALICB & CDE certifications. • Maintains current risk ratings for portfolio. • Assists with post-closing portfolio investment issues. Requirements: • Bachelor’s degree in Business, Finance, or related field • Three (3) years of underwriting/asset management experience • Tax credit finance experience (preferred) • Salesforce experience (preferred) • Ability to multitask, set priorities, and meet deadlines • Excellent organizational and time management skills • Strong analytical skills and problem-solving skills • Strong communication skills, both written and verbal • Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.) Benefits: • Paid Vacation/Sick Time • 401K with Company Match • Medical, Dental and Vision Benefits • Disability Benefits • Health Savings Account • Flexible Spending Account • Life Insurance • Parental Leave • Employee Assistance Program • Associate Volunteer Program Apply Job!