The Community Development Tax Credits (CDTC) Group is part of Chase's Community Development Banking Team, which delivers financial products to support development and revitalization of low- and moderate-income communities. The CDTC Portfolio Manager will be part of the team that manages the bank's Historic Tax Credit initiatives, which is part of Chase's Commercial Bank. The Portfolio Manager will be aligned to specific geographies to underwrite, close, and monitor Historic Tax Credits projects working with Chase Originators, tax counsel and construction specialists, and project developers. The successful candidate will work in a fast-paced, entrepreneurial atmosphere that requires flexibility and attention to detail.
Major Functions (Principal Duties and Responsibilities)
Prepare credit approval documents for Community Development Tax Credit equity investments.
Work closely with the Project Team members, Chase Credit, and Legal on distressed projects.
The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.
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