Affordable Housing (LIHTC) Investor Sales & Servicing Associate

Regions Bank • Atlanta, GA • 5h ago

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

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

Bachelor's 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

Full time

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:

$89,933.00 USD

Median:

$130,040.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Regions Affordable Housing - NY

Location:

Great Neck, New York

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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