Tax Credit Equity Underwriter

M&T Bank

Boston, Massachusetts, United States of America
Base: $103,900.00 - $173,100.00 annual (usd); bonu...
Tax credit equity underwriting experience
Lihtc, htc, nmtc, retc knowledge
Due diligence material analysis
The position supports various tax credit equity investments including Low Income Housing Tax Credit and Historic Tax Credit

Job Summary

  • The position supports various tax credit equity investments including Low Income Housing Tax Credit and Historic Tax Credit.
  • The role requires working closely with Relationship Managers to underwrite deals and prepare internal bank investment approval memos.
  • Candidates must confirm all regulatory approvals are obtained prior to closing and ensure investment consistency with regulatory applications.

Matching Summary

The position supports various tax credit equity investments including Low Income Housing Tax Credit and Historic Tax Credit.

Salary

Base: $103,900.00 - $173,100.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Tax credit equity underwriting experience
  • LIHTC, HTC, NMTC, RETC knowledge
  • Due diligence material analysis
  • Internal bank investment memo drafting
  • Regulatory approval verification

Nice-to-have

  • Strong relationship building skills
  • High volume fast-paced environment
  • Stakeholder management expertise
  • Customer focus orientation

Key Requirements

  • Bachelor's degree required
  • Minimum 5 years relevant experience
  • Proficient in MS Office

Work Rights

Not specified

Tailored Resume

Cover Letter