Low Income Housing Tax Credit Underwriter
2 weeks ago
The LIHTC Underwriter Associate is responsible for evaluating, finalizing, and overseeing the risks linked to Low Income Housing Tax Credit (LIHTC) equity investments and debt instruments.
Key Responsibilities
- Conduct financial analysis and modeling related to real estate and LIHTC to support credit evaluations.
- Identify and assess critical risks and mitigation strategies for new construction and rehabilitation projects utilizing the LIHTC framework.
- Possess a solid understanding of the intricacies of both state and federal LIHTC regulations.
- Demonstrate a strong grasp of operating agreements and limited partnership contracts.
- Facilitate the closing process with clients, using comprehensive checklists to track the status of required items and responsible parties.
- Recognize conditions that must be fulfilled for closing and review due diligence documentation for transactions.
- Exhibit a high level of proficiency in scrutinizing documents to ensure accurate representation of business terms and compliance with approvals.
- Deliver exceptional service to clients while adhering to risk management protocols and controls.
- Communicate issues and challenges promptly and escalate as necessary.
- Ensure clear and timely updates on deal progress to both internal and external stakeholders.
Required Skills and Competencies
- Customer Orientation: Committed to fulfilling the expectations and needs of both internal and external clients.
- Attention to Detail: Capable of analyzing and interpreting information, ensuring quality across all transaction aspects while managing multiple tasks accurately.
- Integrity and Trust: Recognized for honesty and respect, able to present the truth in a constructive manner while maintaining confidentiality.
- Analytical Problem Solving: Employs logical methods to tackle complex issues, exploring all potential sources for solutions.
- Effective Time Management: Utilizes time efficiently, prioritizing critical tasks and maintaining organization to achieve more in less time.
- Written Communication: Proficient in crafting clear and concise messages across various communication platforms.
Qualifications
- Bachelor's Degree in Business Administration, Finance, Urban Planning/Real Estate, or Engineering, or equivalent experience.
- Extensive knowledge of federal and state LIHTC programs.
- Familiarity with government initiatives for affordable housing and community reinvestment; experience in not-for-profit real estate development with awareness of local community needs.
- A minimum of 3 years of experience in the Low Income Housing Tax Credit and Community Lending sectors, focusing on underwriting and/or risk management.
- Strong verbal and written communication abilities.
- Meticulous attention to detail.
- Advanced skills in MS Office Suite (Excel, Word, PowerPoint) and Salesforce.
Preferred Experience
- 5+ years of experience in underwriting, originating, or closing community development loans and/or equity investments.
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