Jill Edwards Email and Phone Number

Manage Schwab Bank's Community Development Investments, comprised of low-income housing tax credits and structured real-estate funds. Expect to close at least $150 million of CRA-qualifying investments in California, Nevada and the broader regional area annually. Oversee a $275 million investment portfolio that is expected to grow tremendously over the next 10 years.

Served as a senior tax credit originator specializing in selecting and underwriting proprietary low-income housing tax credit (LIHTC) investments throughout the United States. Originated more than $150MM annually in profitable and high-impact LIHTC investments. Authored a white paper and developed risk policies for supportive housing investments that led to a four-fold increase in the Bank’s supportive housing portfolio. Served as the Bank’s resident expert on supportive housing and spoke nationally on the subject. Spearheaded our team’s employee recognition survey responses and was involved in planning team offsite.

Managed Merrill Lynch Community Development Company’s tax credit business, including Low-Income Housing, New Markets and Employment Tax Credits; sourced and underwrote debt and equity transactions; assisted with strategic planning; led environmental policy group and oversaw internal and external marketing and communications. Served on the Board of Directors of Merrill Lynch NMTC Corp.

Oversaw the City's economic development activities and represented the City at public hearings, business development seminars, etc. Supervised professional economic development and support staff; planned and managed commercial, retail and industrial redevelopment projects to attract and secure private firms through assistance with site selection, property acquisition, brownfield remediation, government approvals, incentives and financing; authored and administered many successful grant proposals; established public-private partnerships and served as liaison to several non-profit business, environmental, cultural and community development organizations; developed and coordinated technology platforms, marketing, special events, public relations and outreach to foster business development, retention and relocation.

Researched model regulations for the NJ Department of Environmental Protection, critical in achieving the growth management goals called for in the State Development and Redevelopment Plan.

Directed newly established downtown revitalization program. Served as non-profit spokesperson, managed advisory board and volunteers and planned and coordinated all activities, including community events, public relations, technical assistance, grants and architectural design reviews. Prepared and amended downtown development ordinances and lobbied for state and Federal funding.

Served as assistant to Department Director and administrator for Zoning Board of Adjustment; conducted application and site plan reviews, wrote reports, provided public information and drafted zoning ordinance revisions; prepared Annual Report for the Department of Planning and Development.

Conducted marketing and outreach for new institutional sales division, managing 75 investment partnerships.

Trained customers on use of financial data system and wrote company’s first reference manual for customers.