Community Finance (CF) Loan and Equity Administration Servicing - Associate
Core
Manage end-to-end equity closing processes, post-closing administration, and ongoing servicing for low-income housing debt and equity assets.
Role type
Associate, Loan and Equity Administration Servicing
Builds
Loan and LIHTC equity assets for affordable housing development
Domain
Real Estate Finance / Affordable Housing
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Loan closing, Loan servicing, Construction loan administration, LIHTC equity administration, Technical review of legal documentation, System setup, Transaction compliance tracking, Audit response, Exception clearing
Preferred skills
Bachelor's degree, Military experience, Legal documentation review
Technologies
Operating Agreements, Tax Opinions, Credit approval systems
Responsibilities
Manage end-to-end equity closing process including checklists and technical review of documentation, Monitor equity performance including capital calls and benchmarks, Perform post-closing administration including system setup and compliance verification, Provide support for debt and equity servicing tasks including clearing exceptions and responding to audit requests, Communicate with peers and business partners regarding transactions and exceptions, Escalate problems and issues regarding daily workflow and associate performance