Svp/Senior Relationship Manager, Community Development Banking
Current(Promoted to SVP from VP in 2012; promoted to senior-level associate in 2010)Primary responsibilities include:• Collaborating with deal teams as pricing/structuring expert to advise on ideal debt execution(s)• Placing permanent debt on rent-restricted, multifamily properties• Managing relationships with secondary-market partners• Reviewing/approving credit originations to verify product policy and technical criteria• Analyzing performance of perm debt portfolio to identify best practices in origination and asset management• Liaising with Compliance, Finance, Legal, and Relationship Administration to address product delivery needs• Evaluating market trends to identify new product opportunities• Producing product collateral for internal and external audiences• Providing product updates through training presentations and pricing/screening tools• Recommending periodic product enhancements to mitigate credit risk while optimizing productionTax-exempt and perm-debt originations (2007–present): manager of direct-funded products supporting LIHTC project construction or acquisition/rehabilitation; structures include construction-only, construction-to-perm, cash-secured, and Agency-enhancedNew product initiatives (2012–16): lead developer for the introduction of tax-exempt debt solutions, including cash-secured bonds to complement Agency/FHA financing, Agency credit enhancement of direct-purchase bonds, structures to address substantial user and the program investment test, and additional third-party takeoutsFHLBank community investment programs (2004–12): administered portfolio of 850 AHP projects in 9 of 12 districts and submitted requests for awards in 33 application rounds; completed transactions and initial/long-term monitoring for awarded projects; delivered L/C, economic development, first-time homebuyer, and wholesale advances on behalf of multifamily housing developers, small business owners and financial empowerment nonprofits, and LMI homeowners