The IntermediariesLending (IL) Group is part of Chase's Community Development Banking Team, whichdelivers financial products to support development and revitalization of low-and moderate-income communities. The IL Banker will be part of the sales team thatmanages the bank's CDFI lending initiatives, which is part of Chase'sCommercial Bank. The IL Banker will have responsibility for identifying,structuring and closing credit facilities for CDFIs and well as support theTreasury Services (TS) and other banking needs of CDFI clients. The IL Banker willsupport a specific CDFI client portfolio and work toward goals to establish newrelationships with CDFIs. The position will work with multiple lines ofbusiness within Chase including New Markets Tax Credit (NMTC) investing, CommunityDevelopment Real Estate lending, Government & Non-Profit Banking, and CorporateResponsibility to support client relationships. The successful candidate willwork in a fast-paced, entrepreneurial atmosphere that requires flexibility andattention to detail.
Major Functions(Principal Duties and Responsibilities):
Independently manage a client portfolio of CDFI clients and prospects to meet their borrowing, TS and other banking needs
Support business development to expand and deepen CDFI relationships - work with internal partners to increase lending, investing and TS with clients and prospects
Conduct due diligence and work with the risk underwriting team to prepare approval documents for CDFI credit facilities.
Manage CDFI loan closing documentation through coordination between the client and internal and external legal counsel
Create proposed capital stack solutions for transactions involving multiple sources of capital, including NMTC equity, tax increment financing, grants, and credit enhancement sources
Lead CDFI loan syndication teams consisting of internal and external partners to structure and close financings involving multi-bank loan participations
Develop and maintain relationships with target CDFI clients and prospects
Participate in meetings with customers and internal management
Liaison with internal business groups
Approximately 25% travel nationally
5 -7 years of credit analysis, structured finance or intermediary lending experience
Knowledge of and experience with CDFIs strongly preferred.
Strong analytic and writing skills
Excellent project management skills with the ability to multi-task
Excellent interpersonal, communication and teamwork skills
Strong computer skills, including Excel, Word and PowerPoint
Demonstrated ability to work independently and within the context of a deal team
Demonstrated ability to motivate others to achieve client and deal team goals.
Demonstrated ability to identify obstacles and quickly create solutions
Bachelor Degree required
MBA or advanced degree a plus, but not required
The final officer titleand job grade is at the discretion of the firm and will be discussed at thetime of offer. It may be different than what is listed on the requisitionbased on candidate experience level.
Internal Number: 6274590
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