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Primary Responsibilities
Responsible for analyzing and interpreting closing documentation for tax credit equity investments, syndications, and commercial loans.
Reviews and interprets operating agreements, loan agreements, indemnity agreements, financial projections, and other legal documents.
Extracts and onboards key information from closing documentation to the system of record used by operational divisions of USBIF.
Develops, implements, maintains, and executes written processes to consistently populate information within system of record.
Monitors the status of complete and final documentation for all closings. Provides support for key compliance processes related to SOX, OFAC, CRA and other controls and reporting.
Basic Qualifications
Bachelor's degree, or equivalent work experience with emphasis in Accounting, Business Administration, Real Estate, Law, or similar field.
Typically 3 or more years of related experience
Preferred Skills/Experience
Highly skilled in interpreting legal documentation and requirements, with emphasis in complex financial structures.
Well-developed analytical and problem-solving skills, including ability to identify and resolve exceptions
General real estate or project finance background
Knowledge of LIHTC, NMTC, HTC, and/or RETC
Effective interpersonal, verbal, and written communication skills
Highly motivated, able to work independently, and possesses acute attention to detail
Ability to handle multiple projects and deadlines simultaneously
Experience in commercial real estate or tax credit financing is strongly desired
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
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
EEO is the Law
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $32.16 - $42.88 - $47.17U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
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