3 jobs found

Job Description: ·       Assist in the on-going client relationship management, including cultivating new relationships ·       Assist with the overall management of assigned proprietary relationships, including management of pipelines and the overall sales process to investors, as well as the coordination of annual proprietary relationship meetings (whether in person or virtual) ·       Assist with the communication internally of investor-specific hot buttons, CRA needs, and pricing parameters ·       Assist with the initial deal pitch to a potential investor ·       Assist in the coordination of responses to investor questions and issues ·       Assist in the preparation and coordination of the property‐level...

Reporting to the Director of Portfolio Management, the Portfolio Manager will be responsible for interacting with developers and investors regarding all asset management functions. His/her responsibilities will include: All functions related to the management of a portfolio of affordable housing tax credit assets, including properties in the following lifecycles: construction, pre-stable, stable and watchlist. Functions include: construction monitoring, calculating tax credit adjusters, lease up monitoring, tax credit compliance (in conjunction with in-house expert), facilitating permanent loan conversions, review of financial data (including budgets, monthly & quarterly financial results, and annual audits & tax returns), insurance monitoring (in conjunction with third party monitoring firm), etc.; Preparation of property reports for internal and investor purposes; Performing real estate site visits; Overseeing capital contributions for assigned...

Responsibilities: Coordinate ordering a Market Study from approved list of market study providers. Complete a detailed review of the Market Study. Coordinate with Acquisitions (deal team) on comments/corrections, and follow-up with the third party provider to ensure all comments and questions are resolved in the final report. If deemed necessary, conduct an underwriting site visit prior to the Credit Committee meeting to evaluate the specific site location and/or property, if existing real estate, and visit tax credit and market rate comparable properties. Complete the revenue/rent and operating expense analysis based on key due diligence such as the market study, appraisal, rent rolls, comparable data, utility allowances, loan documents, tax credit application, etc. Review all documents related to resident social services (e.g. contracts, budgets, etc.) in order to provide a cohesive narrative regarding the on and off-budget service expense and contracts....