POSITION SUMMARY

This position’s responsibilities include New Markets Tax Credit (NMTC) portfolio management together with the cross-selling of Bank products and services. Maintain client relationships and NMTC program compliance through gathering of financial and other data, performing basic monetary transactions and ongoing customer service while assisting to maintain loan and bank credit file documentation. Additional responsibilities may include supporting other initiatives within the Strategic Lending department and facilitating communication within the organization between lenders and loan support teams.