NMTC - Project Finance Closing Senior
Job in
Orlando, Orange County, Florida, 32806, USA
Listed on 2026-01-19
Listing for:
Cherry Bekaert
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Corporate Finance, Financial Manager
Job Description & How to Apply Below
The successful candidate will have a strong sense of urgency and a mission to help make a difference in Low-Income Communities.
** About SFS:
** SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate.
SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%
** As a Project Finance Associate, you will:*
* + Communicate with and manage relationships with potential borrowers, CDEs, and investors
+ Identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities
+ Collect, package, and manage due diligence on potential borrower and Project Sponsors
+ Develop marketing materials to present to CDEs and investors
+ Build relationships with CDEs to better identify the best project financing match
+ Support the structuring of NMTC transactions in collaboration with external legal counsel
+ Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure
+ Other job-related functions as assigned
+ Travel: 15%
** What you bring to the role:*
* + BA in Accounting, Finance, Economics, or related field;
Master's Degree or JD a plus
+ At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with CDEs, lenders, investors
+ Demonstrated experience in putting together and closing deals is a plus
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
** What you can expect from us:*
* + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
** Benefits Information:*
* Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location.
In addition, we offer a comprehensive, high-quality benefits program () which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans;
Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial…
Position Requirements
10+ Years
work experience
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