Impact Finance - Markets & Historic Tax Credit Asset Management Coordinator

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.

Will act as a coordinator for a portfolio of New Market Tax Credit investments, monitoring customer requests as they are received and assigning tasks, as applicable. Assisting members of the asset management team in the management and review of a portfolio of investments to ensure benefit delivery to investors and while maintaining superior customer service for external clients. Maintains and expands relationships with partners, borrowers, and other external parties associated within portfolio.

Monitors portfolio performance and assigns risk ratings in accordance with policy. Reviews and interprets operating agreements, loan agreements and other legal documents relating to equity investments and loans in order to protect the divisions rights and financial interests. Prepares internal written and verbal reporting on portfolio performance. Ensures that assigned investment projects adheres to U.S. Bancorp policies and procedures and conforms to regulatory requirements.

Responsible for keeping current on various tax credit policies, banking laws and regulations, economic and industry trends, and banking products and services related to asset management of investments and loans. Participates in the establishment of policies and procedures necessary for accomplishing the team's tasks.

• Typically Bachelor's degree, or equivalent work experience
• Typically two or more years of related experience

• Some knowledge of tax credit investment management with experience interpreting legal documentation and requirements.
• Well-developed analytical and problem‑solving skills
• Strong interpersonal, written and verbal communication skills
• Highly motivated, able to work independently, and possesses acute attention to detail
• Some knowledge of LIHTC, RTC and/or NMTC preferred
• Strong customer services skills
• Proficient Microsoft Excel skills

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary…