Capital One Principal Associate Tax Credit Operations New 

United States, Texas, Plano 

786949408

Plano 1 (31061), United States of America, Plano, Texas Principal Associate, Tax Credit Operations (New Market Tax Credit and Alternative Energy)

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Responsibilities:

• Support the management of all operational processes and portfolio of active credit facilities and equity investments for New Markets Tax Credit and Alternative Energy Tax Credit loans and investments.

Role responsibilities include but are not limited to:

• Advance operational strategy and future oriented goals, while inspiring innovative team mentality

• Develop relationships and build buy-in with internal stakeholders (including Accounting, Tax, Finance, Line of Business, Risk, Technology, and Leadership) establishing clear communication models around product support

• Ability to flex message to audience

• Become a product, operations, and overall subject matter expert in the Tax Credit industry

• Prioritize and drive team workflow, both ongoing and ad-hoc

• Support team and organizational compliance, risk, and uphold exceptional customer service

• Assist on the development and regular reporting of team metrics to senior leadership

• Co-lead team projects and process improvement initiatives

• Maintain and develop client relationships while delivering a beautiful client experience

• Contribute to action plans aimed at increasing operational efficiencies

• Fulfill periodic audit requests from both internal and external auditors

• Assist internal operations groups with daily, monthly, and quarterly reports

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• A driven mentality and eagerness to develop their knowledge around complex products and lead operational functions in support of the Tax Credit portfolio

• A desire to lead through inspiration and empowerment

• Excellent written and verbal communication skills

• Project management experience, and ability to lead multiple initiatives, timelines and deliver quality products

• Ability to discern solutions from both detailed and high level data

• Excellent interpersonal and teamwork skills

• Presentation skills and comfortable speaking in front of associates across the organizational hierarchy

The Candidate should possess and be willing to contribute to the development of financial industry “Skills of the Future” which include, but are not limited to:

• Tech Fluency - Candidate has a desire to understand top-level technology trends and the possibilities these trends offer their team and their LOB

• Design Mindset - Candidate doesn’t just optimize, he or she challenges assumptions and constraints with the process

• Workload Management - Candidate gathers information from a broad range of sources to make the best decisions and work efficiently

• Adaptive Thinking - Candidate can consider different viewpoints that conflict with their natural bias

Work from Home Technology Requirements:

• A secure home office environment that is free from background noise and distractions

• A reliable private internet connection that isnotsupplied via cellular data or hotspot

  • A private network that is password protected where you have ownership or line of sight to every device on the network

  • Internet service must be provided by Cable or fiber Internet Service Provides (ISP)

  • Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions

  • ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred

  • To validate ISP speeds from a Chrome browser, go to, type Speed Test and run from the Google landing page

• Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met

Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.

Work from Home Living Requirements:

Candidates must live within approximately 50 miles of one of the hub locations based in 28203, 75024 or 23238 and be comfortable coming in person whenever required with no less than 24 hours notice.

Basic Qualifications:

• High School Diploma, GED or equivalent certification

• At least 4 years of experience in banking operations

• At least 4 years of banking or financial products experience

• At least 4 years of middle or back office experience

Preferred Qualifications:

• Bachelor’s Degree or Military experience

• 5+ years of banking or financial products experience

• 5+ years of experience using Advanced Commercial Banking System (ACBS)

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.