Experience
7 yrs required
Location
Columbus, OH, United States
Posted on
Dec 12, 2022
Profile
CDLI Director of Asset Management
The candidate will be managing a team of asset managers responsible for overseeing both direct and fund investments and coordinating reporting needs, equity funding, loan maintenance, site visits, consents, and ongoing coordination with all internal groups (e.g. loan administrators, credit, etc.). Will be maintaining essential knowledge of the current state of law/regulation across the tax credit industry. Reviewing, approving, and elevating (as appropriate) action plans to mitigate portfolio risks in a manner consistent with industry standards and business line objectives. Working directly with the Director of Syndications to ensure timely analysis and reporting required to assemble, service, and manage funds syndicated to third-party investors. Ensuring design and execution of processes and procedures to accurately identify, explain, and minimize portfolio risk. Identify and execute on opportunities to maximize portfolio value through forward-looking management of capital accounts, exit strategies, and syndication opportunities. Ensuring efficiency and accuracy of reporting outputs, including but not limited to tax credit delivery and capital adjuster calculations, data aggregation and compilation, forecasting, and benefit delivery. Acting as part of the leadership team in building various CDLI infrastructure projects, including specific processes and procedures for the Asset Management team. Hiring employees and ensuring appropriate training. Demonstrating strong stewardship over Firms financial and community impact interests internally and in the communities where we invest. Representing the bank in industry events and participating in industry-leading discussions, including policy. Encouraging Firms values of Can-Do Attitude, Forward-Thinking and Service Heart.
Company info
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