Project Finance Closing Specialist
Cherry Bekaert’s Strategic Financing Services Group is looking for a Project Finance Associate to join their team. The successful candidate will assist in building a pipeline of potential borrowers and structured finance opportunities while managing relationships with Community Development Entities and tax credit investors.
Responsibilities
- 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%
Skills
- 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
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection
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