Portfolio Manager Ii, Community Development

Wintrust Florida

Base: $85,000-$110,000; bonus: eligible for annual...
Lihtc transaction experience
Commercial real estate credit underwriting
Credit and financial information analysis
The role involves underwriting existing LIHTC debt and equity portfolio credit approvals as well as new affordable housing business clients

Job Summary

  • The role involves underwriting existing LIHTC debt and equity portfolio credit approvals as well as new affordable housing business clients.
  • Wintrust is a $66 billion financial institution that delivers sophisticated solutions while maintaining personalized community banking service.
  • Candidates will benefit from comprehensive medical, dental, vision, life insurance, and a 401(k) plan with company match.

Matching Summary

The role involves underwriting existing LIHTC debt and equity portfolio credit approvals as well as new affordable housing business clients.

Salary

Base: $85,000-$110,000; Bonus: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match included

Skills & Requirements

Must-have

  • LIHTC transaction experience
  • Commercial real estate credit underwriting
  • Credit and financial information analysis
  • Collateral analysis skills
  • Covenant compliance testing

Nice-to-have

  • Strong interpersonal client relationship skills
  • Proactive workflow management abilities
  • Experience with banking policy exceptions
  • Team collaboration in site visits

Key Requirements

  • 3+ years commercial real estate/credit experience
  • Working knowledge of LIHTC transactions
  • Bachelor's degree in Business, Finance, Accounting, or Economics
  • Intermediate to advanced understanding of LIHTC
  • Proficiency in MS Office and financial forecast models

Work Rights

Not specified

Tailored Resume

Cover Letter