Affordable Housing (LIHTC) Investor Sales & Servicing Associate

Thank you for your interest in a career at Regions. At Regions we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results dedicated to quality strength and integrity and possess the drive to succeed then we are your employer of choice.

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Job Description:

The RAH Investor Sales and Servicing Associate is directly involved in supporting the structuring modeling and maintenance of investor equity fund models. The position focuses on detailed financial projections and investor pipeline analysis and will also be involved in fund marketing and closing processes as part of a larger Investor Sales and Servicing team.

Primary Responsibilities

• Assists with building and maintaining Low Income Housing Tax Credit (LIHTC) related fund-level financial models and projections including the creation of investor-specific benefit schedules
• Tracks client and prospect needs and works with Originations team members to prepare updates on property pipeline and match opportunities to investor needs
• Prepares investor due diligence requests during the marketing and fund closing processes
• Supports senior staff in investor sales activities including pitch material preparation data analysis and portfolio analysis for existing investors
• Helps identify opportunities for more efficient methods of internal data collection and distribution
• Ensures high quality client deliverables through strong written communication presentation skills and attention to detail
• Assists in compiling and organizing financial data for use in reports and presentations
• Provides analytical support to senior team members

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

• Bachelors degree in Finance Accounting or a directly related field
• Three (3) years of financial analysis experience including strong Excel skills and prior experience with financial analytic tools related to rental multifamily housing transactions using the low income housing tax credit
• Three (3) years of experience preparing professional PowerPoint presentations including the ability to present the results of data analysis
• Three (3) years of experience in a fast-paced transactional environment
• Familiarity with the LIHTC program strongly preferred

Preferences

• Familiarity with the LIHTC program

Skills and Competencies

• Ability to multi-task
• Ability to thrive in fast-paced team-focused environments
• Advanced user of Excel PowerPoint and Word
• Dedication towards excellence and achieving results
• Excellent writing and oral communication skills

This position wil require daily on-site attendance at our Great Neck NY or Atlanta GA locations.

Position Type

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience skills knowledge contribution job location and most importantly performance in the job role. As these factors vary by individuals pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

Median:

Incentive Pay Plans:

Benefits Information

Regions offers a benefits package that is flexible comprehensive and recognizes that one size does not fit all for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time

• 401K with Company Match

• Medical Dental and Vision Benefits

• Disability Benefits

• Health Savings Account

• Flexible Spending Account

• Life Insurance

• Parental Leave

• Employee Assistance Program

• Associate Volunteer Program

Please note benefits and plans may be changed amended or terminated with respect to all or any class of associate at any time. To learn more about Regions benefits please click or copy the link below to your browser.

DetailsRegions Affordable Housing - NY

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