Production Analyst Sr. - LIHTC

Overview

This role involves performing complex qualitative and quantitative analysis of property operations, including credit facilities, crossed pools, and cost recoup analyses to assess the viability of proposed loans. The position requires analyzing financial statements and other documents to evaluate the risk profile of complex transactions, which may include institutional ownership structures and site-specific considerations.

The role includes conducting in-depth analysis and structuring processes for complex individual properties or portfolios, developing narratives for credit submissions with detailed qualitative and quantitative analysis, and drafting, reviewing, and analyzing complex term sheets and applications for potential transactions.

This position may be eligible for remote work in select geographic locations, subject to approval. Approved remote work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. Employment visa sponsorship or participation in STEM OPT is not provided for this role.

Responsibilities

• Perform complex qualitative and quantitative analyses of property operations to determine loan viability.
• Analyze financial statements and related documents to evaluate risk profiles of complex transactions.
• Conduct detailed analysis and structuring for individual properties or portfolios.
• Develop comprehensive narratives for credit submissions, including transaction structure, sponsorship, financial statements, real estate schedules, expense statements, market information, creditworthiness, and underwriting guideline deviations.
• Draft, review, and analyze complex term sheets and applications for potential transactions.
• Maintain a customer-focused approach and manage risks in alignment with enterprise risk management frameworks.

Requirements

• Bachelor's degree or equivalent combination of education, certifications, and experience.
• Minimum of 3 years of relevant or direct industry experience.
• Strong skills in capital management, consumer lending, credit assessment, economic policy, innovation, investments, loan agreements, and structuring.
• Competencies include accuracy and attention to detail, credit analysis and verification, customer experience management, data gathering and reporting, decision making and critical thinking, effective communication, financial analysis, product and service knowledge, quantitative techniques, and selling.

Preferred Qualifications

• Experience with complex financial and credit analysis.
• Ability to develop detailed credit narratives and structure complex transactions.

Compensation & Benefits

• Base salary range: $55,000.00 – $127,075.00, varying by geographic location, market data, skills, experience, and education.
• Incentive eligibility based on company, business, and/or individual performance.
• Comprehensive benefits package including medical, prescription drug coverage with Health Savings Account options, dental and vision plans, life insurance, short and long-term disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, back-up child/elder care, adoption, surrogacy, and doula reimbursement.
• Educational assistance programs, robust wellness program with financial incentives.
• Paid time off including maternity/parental leave, up to 11 paid holidays, 9 occasional absence days, and 15 to 25 vacation days depending on career level and years of service.

Location

Remote work may be available in select geographic locations with approval. Occasional in-office presence may be required based on business needs.

Equal Employment Opportunity

The organization provides equal employment opportunity to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected categories by law.

Additional Information

This position is subject to regulatory requirements that prohibit hiring individuals with certain criminal histories. Reasonable accommodations are available for applicants with disabilities during the application process upon request.