Expoint - all jobs in one place

Finding the best job has never been easier

Limitless High-tech career opportunities - Expoint

Bank Of America Development Manager - Community Banking 
United States, North Carolina, Charlotte 
939342360

05.07.2024

Job Description:

Portfolio Analytics and Assessment

  • Review performance and tracking trends within the portfolio
  • Monitoring of transaction activity and reconciliation of returns
  • Preform quarterly and annual impairment testing

Coordination with Internal Partners

  • Maintain and update revenue forecasting in collaboration with Finance Business Support
  • Coordinate completion of Finance Investment Analysis models with transaction assumptions
  • Perform annual Income / Loss reconciliations
  • Monitor investment capacity and limits
  • Regulatory & Financial Reporting

Operational Support:

  • Quarterly portfolio reporting
  • Coordination of closing documentation and transaction funding
  • Preparation of materials for internal presentations
  • Assist on special projects, including new investment considerations.

Candidate must have prior Commercial Real Estate experience; knowledge of affordable housing finance, LIHTC investment or similar experience a plus. Proven organizational skills and ability to execute tasks and projects independently Proficiency with Microsoft programs including Word, Excel, PowerPoint, SharePoint and Outlook; advanced Excel skills a plus and Tableau reporting knowledge preferred

Qualifications:

Minimum 5 years' experience working within Commercial Real Estate, Finance, Accounting or related fields.

Undergraduate degree in related field or equivalent work experience.

Excellent communication and presentation skills.

1st shift (United States of America)