CBH

Feeding growth in Africa.

Senior Manager, Compliance and Asset Management

ComplianceComplianceFull TimeRemoteTeam 5,001-10,000Company SiteLinkedIn

Location

North Carolina + 2 moreAll locations: North Carolina, Texas, Virginia

Posted

3 days ago

Salary

$152.2K - $236.7K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Assist with underwriting and structuring NMTC transactions ensuring compliance with tax code and executed allocation agreements • Review community benefits agreements and plans for implementation • Review loan closing documents and reporting requirements to incorporate into the Compliance and Asset Management system • Prepare annual CDE compliance reports to the U.S. Treasury Department’s CDFI Fund via the AMIS reporting system • Monitor CDE compliance with NMTC Program and Allocation Agreement including performing Sub-All and Redemption testing • Collect and analyze QALICB certifications and community impact information • Collect quarterly project level financial statements and compliance reports and perform financial and compliance analysis of information • Maintain quarterly risk ratings for assigned portfolio • Post-closing, communication with borrowers, lenders, and investors • Other job-related functions as assigned

Job Requirements

  • BA in Accounting, Finance, Economics or related field
  • 5+ years of experience in community development finance, structured finance, or commercial loans strongly preferred
  • Knowledge of tax credit financing with specific experience with NMTC required
  • Specific experience with CDFI Fund’s AMIS reporting strongly preferred
  • Experience in working with CDEs, lenders, investors
  • Proficiency in Excel
  • Strong sense of urgency and shared sense of mission

Benefits

  • Competitive compensation and total rewards package that focuses on wellbeing
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Other programs dedicated to enhancing personal and work life

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