Commerical Baking Officer - Tax Credit Services
CurrentLow Income Housing Tax Credit lending (2022-present)o Actively manage $600M + plus of bank exposure in the LIHTC industry across 10+ states and roughly $1B in state & federal tax credits. o Underwrote several bank federal investment projects and presented findings to executive signers where loan was approved.o Successfully brokered the sale of roughly $10MM in MO Tax Credits to various 3rd party end buyer individualso Underwrite and present to key signers all potential LIHTC and… Show more Low Income Housing Tax Credit lending (2022-present)o Actively manage $600M + plus of bank exposure in the LIHTC industry across 10+ states and roughly $1B in state & federal tax credits. o Underwrote several bank federal investment projects and presented findings to executive signers where loan was approved.o Successfully brokered the sale of roughly $10MM in MO Tax Credits to various 3rd party end buyer individualso Underwrite and present to key signers all potential LIHTC and LIHTC secured loansNew Markets Tax Credits (2022-present)o Work with NMTC team to collect current deployment data and organize data while tracking trends in the portfolio as a whole.o Team member of 2023 NMTC application with primary responsibility entailing validating QUALICB projections against third-party metrics as well as comparing external projections with internal results.o Attended several conferences to further knowledge in the space.Aircraft Finance (2022-present)o Participate in initial client contact and facilitate the collection of necessary financial materials.o Perform initial analysis and underwriting of potential new client requests as well as existing client renewals if applicable to confirm requests fits in bank established credit framework. o Serve as the intermediary between RM and internal credit underwriting. Show less