Senior Relationship Manager – New Markets Tax Credit Advisory
Core
Senior Relationship Manager leading projects through the New Markets Tax Credit (NMTC) financing process for high-impact projects in manufacturing, healthcare, education, and community facilities.
Role type
Senior IC financial consultant (NMTC advisory)
Builds
NMTC financing structures and capital stacks for clients
Domain
US Tax Credit / Community Development Finance
Deliverable
client delivery
Required skills
NMTC financing, structured finance, commercial lending, project management, due diligence, financial modeling, negotiation, client relationship management
Preferred skills
Community development finance, CRE lending, accounting, business development, staff management
Technologies
Financial modeling tools, pitchbook creation
Responsibilities
Pursue leads and close new NMTC financing opportunities; Establish and maintain relationships with community development entities, investors, and lenders; Lead marketing of NMTC projects; Manage project timelines and educate borrowers on NMTC processes; Assist with financing structures and prepare financial models; Secure and negotiate term sheets; Oversee due diligence and closing documentation; Represent the firm in internal and external meetings; Assist in growing the NMTC practice; Supervise and coordinate team members