The Community Development Finance Relationship Manager is responsible for originating new community development equity investments and loans for the Company's Community Reinvestment Act (CRA) Program. The incumbent develops new business for an assigned portfolio of commercial customers. S/he develops and manages complex commercial accounts that meet the Company's community development investment and loan requirements and maximizes profitability while minimizing risk. Candidate also acts as a primary business relationship owner for new, complex community development transactions with a focus on Low-Income Housing Tax Credit (LIHTC) equity investments and associated LIHTC construction lending. This position provides support to the CDF Senior Director and works in partnership with CDF Underwriting and Portfolio Management. Candidate is expected to have strong communication skills, highly organized, self-starter, issue resolution, and ability to build rapport across departments and provide excellent client service in a deadline-oriented and time sensitive environment. Duties & Responsibilities Conduct due diligence analysis on potential community development loans and investments throughout the Bank’s footprint. Perform site visits Ensure transactions adhere to the Bank’s credit policy, approved investment/loan approval and legal closing documents/agreements. Conduct financial modeling to evaluate the structure of community development loans and investments. Coordinate reviews with internal partners. Prepare committee materials for review and approval. Assist with the coordination of internal reviews and approvals with internal departments. Work with internal and external counsel to achieve timely closing of transactions Coordinate new client onboarding with Operations, CDF Portfolio Management Team and third party vendors. Collect new client onboarding documents. Assist with outreach for new relationships. Maintain lead database and prepare pipeline reports on potential transactions.
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