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Tax Credit Operations Associate: Loans & Equity

Jobtailor

  • 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 ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. 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 #J-18808-Ljbffr Jobtailor

Vacancy posted 2 days ago
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