Santander Bank - New York, NY

posted 3 months ago

Full-time - Mid Level
New York, NY
Credit Intermediation and Related Activities

About the position

The Community Development Finance Relationship Manager plays a crucial role in originating new community development equity investments and loans as part of the Company's Community Reinvestment Act (CRA) Program. This position is responsible for developing new business opportunities for an assigned portfolio of commercial customers, focusing on complex commercial accounts that align with the Company's community development investment and loan requirements. The incumbent aims to maximize profitability while minimizing risk, acting as the primary business relationship owner for new, complex community development transactions, particularly those involving Low-Income Housing Tax Credit (LIHTC) equity investments and associated LIHTC construction lending. In this role, the Community Development Finance Relationship Manager will provide support to the CDF Senior Director and collaborate closely with CDF Underwriting and Portfolio Management teams. The ideal candidate will possess strong communication skills, be highly organized, and demonstrate a self-starter attitude. They will be adept at issue resolution and building rapport across departments, ensuring excellent client service in a deadline-oriented and time-sensitive environment. Key responsibilities include conducting due diligence analysis on potential community development loans and investments, performing site visits, ensuring compliance with the Bank's credit policy, and preparing committee materials for review and approval. The manager will also assist in coordinating internal reviews and approvals, work with legal counsel to facilitate timely transaction closings, and maintain a lead database while preparing pipeline reports on potential transactions.

Responsibilities

  • Conduct due diligence analysis on potential community development loans and investments throughout the Bank's footprint.
  • Perform site visits to assess potential investments and loans.
  • Ensure transactions adhere to the Bank's credit policy and legal closing documents/agreements.
  • Conduct financial modeling to evaluate the structure of community development loans and investments.
  • Coordinate reviews with internal partners to ensure compliance and alignment with company policies.
  • Prepare committee materials for review and approval of transactions.
  • Assist with the coordination of internal reviews and approvals with various departments.
  • Work with internal and external counsel to achieve timely closing of transactions.
  • Coordinate new client onboarding with Operations, CDF Portfolio Management Team, and third-party vendors.
  • Collect new client onboarding documents and assist with outreach for new relationships.
  • Maintain lead database and prepare pipeline reports on potential transactions.

Requirements

  • Bachelor's Degree in finance, business, political science, or other relevant field, or equivalent work experience.
  • Extensive experience developing, underwriting, and structuring community development finance transactions including LIHTC, NMTC, or CDFI lending and investment.
  • 5-10 years of experience in affordable housing, economic development, or other community development origination, underwriting, or portfolio management.
  • Minimum of 3 years hands-on project finance experience in real estate lending, credit, and tax credit finance.
  • Knowledge of applicable regulations and tax law for community development products.
  • Ability to communicate the organizational CRA strategies, goals, current needs, and risk/reward appetite for community development loans and investments to market leadership and business unit managers.
  • Demonstrated ability to manage public/private partnerships with excellent project management skills.
  • Strong sales, persuasion, and negotiation skills required to represent the Company's interests in negotiations.
  • Strong analytical and financial skills, with knowledge of credit policy and transaction due diligence processes.
  • Strong verbal and written communication skills, as well as multi-tasking and transaction management ability.
  • Ability to work with third-party accounting and legal consultants, as well as sophisticated project development consultants and advisors.

Nice-to-haves

  • Experience in managing public/private partnerships in community development finance.
  • Familiarity with community development financial institutions (CDFIs) and their operations.
  • Proficiency in financial modeling software and tools.

Benefits

  • Hybrid work environment (3 days/week in the office).
  • Competitive salary range based on experience and location.
  • Opportunities for professional development and career advancement.
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