Citi Community Capital Resume Samples

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D Kulas

Diamond

Kulas

85917 Lang Islands

Dallas

+1 (555) 695 5834

85917 Lang Islands

Dallas

Phone

p +1 (555) 695 5834

Experience Experience

Philadelphia, PA

Citi Community Capital

Philadelphia, PA

Wilderman, Farrell and Breitenberg

Philadelphia, PA

Citi Community Capital

This person will have the tact and composure to deal with clients, lawyers, internal Relationship Managers and Credit Risk Management
Participate in ongoing internal system development relating to risk management of investments
Work with Banking and Asset Management teams during closing of new transactions
Create and maintain status reports and executive presentations to communicate project progress
Communicating with Syndicator partners and resolving risk performance issues
Reviewing and analyzing monthly and quarterly Fund performance reports from Syndicator Partners
Analyze business data to improve data integrity, build meaningful reports, and reconcile information across multiple systems

Los Angeles, CA

Citi Community Capital Reporting & Data Quality Analyst

Los Angeles, CA

Mertz-Graham

Los Angeles, CA

Citi Community Capital Reporting & Data Quality Analyst

Proactively and independently work with senior managers to create standard business as well as ad-hoc reports
Build dashboards and management reporting tools for various groups including Business, Independent Risk, and Asset Management
Supporting Origination, Asset Management, Structuring and Transaction Management on reporting and technology initiatives
Develop metrics and other tools around transaction processing, deal flow and portfolio management
Respond to data and reporting requests to various parties including the business units, independent risk, and asset management
Successfully complete project related work to support our banking, asset management, independent risk management and structuring teams on multiple technology initiatives to improve STP processing on multifamily rental construction, land, commercial, national lending, and investments to developers
Support our banking, asset management, and structuring teams on multiple technology initiatives to improve STP processing on multifamily rental construction, land, commercial, national lending, and investments to developers

present

Philadelphia, PA

Citi Community Capital Analyst / Associate

Philadelphia, PA

Schuster, Bode and Mante

present

Philadelphia, PA

Citi Community Capital Analyst / Associate

present

Proactively and independently work with senior managers to create standard business and ad-hoc reports on LIHTC portfolio and origination activities
Work with Asset Management and Risk to evaluate consent requests on existing LIHTC investments
Work with Business and Risk to streamline and improve equity investment materials
Draft materials and coordinate Investment Committee Approvals from Business, Risk, Asset Management, Transaction Management and others
Participate in monitoring, oversight and management of CCC’s LIHTC syndicator relationships, including deal pipeline and overall strategy
Work closely with the Post Closing team to accurately document LIHTC investments
Assist with LIHTC portfolio acquisitions and dispositions and other one-off transactions

Education Education

Undergraduate Degree

Columbia University

Undergraduate Degree

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Citi Community Capital Real Estate Account Specialist Resume Examples & Samples

Service a portfolio of multifamily rental construction, land, and mixed-use transactions (including loans, bonds, and letters of credit)
Book the transactions in various loan servicing and trade capture systems. Ensure economic characteristics and risk profile of portfolio are correctly captured across risk, finance, and business records
Liaise with borrowers, city agencies, equity partners, and other external parties. Coordinate internally with Asset Manager, Construction Risk, and Operations
Maintain budget spreadsheets to ensure all sources and uses are balanced at all times and within the required lien laws
Ensure requirements/conditions are met prior to monthly loan advances. Display a strong understanding of policies and procedures
Assist in the new deal closing and perm conversion process as needed
Maintain deal ticklers to track insurance policies, UCCs, flood status, escrow accounts, and collateral letters of credit
Facilitate data requests from internal teams as well as from regulators, borrowers, and other third parties
Identify efficiency improvements in all operational aspects of the business
Participate in special projects
Ease with learning new systems/applications required. Good excel skills are also required

Citi Community Capital Resume Examples & Samples

Analyze financial feasibility of new transactions, including the financial feasibility of construction loans, bridge loans, and permanent loans
Strong analytical and computer skills, including Word and Excel, as well as strong inter-personal and communication skills, both written and verbal
Interact with borrowers to review due diligence materials
Understand and negotiate structure, terms and conditions with borrowers in a constructive way, based on logic and underwriting parameters, with the goal of securing transaction approval while appropriately managing risk to the company
Assist the Banking and Asset Management teams during closing of new transactions, as well as the conversion of construction loans to a permanent mortgage after the property is built and occupied
Liaise between front office and all areas of the firm, not limited to Legal, Operations, Technology, Risk, and Financial Control
Responsible to review transactions for internal and external (local laws and regulatory) policies
Travel to markets throughout the United States to conduct site inspections, meet with internal and external clients, and participate in conferences and training opportunities
This person will have the tact and composure to deal with clients, lawyers, internal Relationship Managers and Credit Risk Management
Strong motivation, with the ability to work without supervision. Keen judgment, a strong work ethic and pay for performance attitude
Candidate is required to have a BA/BS with a minimum of 2 years of experience in loan underwriting, loan closing, or equivalent real estate experience
Working knowledge of the nuances of Affordable Housing, bond and LIHTC transactions will be weighted in favor of the successful candidate
The successful candidate will be comfortable analyzing real estate projects for financial feasibility as well as analyzing market driven factors. This person will be versed in commercial real estate concept such as NOI, Cap Rates, debt service coverage, breakeven analysis, etc

Citi Community Capital Resume Examples & Samples

Demonstrate solid understanding of deal structure, funds flow, economics, and servicing requirements as extracted from deal summaries and legal documents
Review and fund loan advance requests from borrowers including validating the supporting invoices, engineering reports, change orders, and lien waivers
Monitor the ongoing updates of the portfolio, including participating in extensions, modifications, and other pipeline events
Candidate is required to have a BA/BS with a minimum of 3 years experience in real estate industry/loan administration, or equivalent role. Previous experience with affordable multifamily deals preferred
Individual must have excellent communication, organizational and interpersonal skills. Ability to multi-task under tight deadlines is required

Citi Community Capital Lender Resume Examples & Samples

Primary responsibility is to solicit and maintain relationships with affordable housing developers, consultants, and other participants in the South East marketplace spanning from Texas to South Carolina. Activities are not limited are not limited to the South East
Originate and execute new multifamily affordable rental housing transactions in excess of $100MM in par value per annum in South East marketplace as construction and/or permanent lender. Debt origination opportunities are not limited to the South East
Take a leadership role with regard to the internal transaction approval process, ensuring that all underwriting material for risk management review are assembled and are correct
Coordinate and participate in the real estate underwriting process with other members of the department
Develop presentation materials as directed to be used to highlight CCC's business activities and help market its products, as well for use in responses to requests for proposals
Represent CCC at external community development events and conferences
Must reside in the market covered
Undergraduate or graduate degree with emphasis in real estate, business or economics
A minimum of 5-years of experience in the affordable rental housing market in banking or a related financial entity
A candidate must have existing client relationships
Experience as construction and Agency lender is preferred
Individual must have excellent communication, organizational and interpersonal skills, as well as the ability to multi-task under tight deadlines
Strong quantitative analysis and computer skills, including Word, PowerPoint and Excel, as well as strong inter-personal and communication skills, both written and verbal
Knowledge of affordable housing market, including the use of tax-exempt bonds in conjunction with low income housing tax credits

Citi Community Capital Reporting & Data Quality Analyst Resume Examples & Samples

Coordinate legal entity record creation as well as the AML/KYC process, liaising between various business units, support units and compliance
Administer access for internal and external parties to our proprietary documentation management system
Monitor CCC transaction pipeline and product processors for data integrity
Successfully complete project related work to support our banking, asset management, independent risk management and structuring teams on multiple technology initiatives to improve STP processing on multifamily rental construction, land, commercial, national lending, and investments to developers
Excellent excel and quantitative skills are required
Knowledge of AML/KYC preferred
Access and database skills (SQL knowledge) helpful but not required

New Market Tax Credits Asset Manager Citi Community Capital Resume Examples & Samples

Manage and prepare annual compliance reporting for the CDFI entity for NMTC portfolio
Review and recommend NMTC monthly disbursements/draw requests from borrowers
Monitor, analyze, report the performance and rate the risk associated with the NMTC project from construction through operating phases
Review CDE and sub CDE quarterly financial statements
Prepare and present credit recommendations for the NMTC portfolio relating to restructures, risks and annual performance matters
Manage unwinds, construction management oversight and all required compliance reporting
Externally interact with borrowers, legal counsel, and other transaction parties
Internally interact with the bankers, underwriters, credit risk and engineering risk
Have a general understanding of construction loan draw management
Review and analyze the overall budget for affordable housing projects
Review monthly construction draws and analyze sources and uses including balancing budgets, reviewing hard and soft cost back up
Understand how to multi task restructures, extensions, unwinds and other matters that require credit risk and business manager’s consents
Candidate must possess a minimum of 3 years of experience with managing affordable housing construction and NMTC industry experience
Quantitative skills with a high proficiency with Excel and other Microsoft based programs

Citi Community Capital Project Finance Analyst Resume Examples & Samples

Provide analytical support to an 11 office nationwide affordable multifamily rental housing debt origination team
Assist bankers in reviewing and considering newly sourced transactions, including spreading project historical or pro forma operating information using Excel models, analyzing project feasibility, and conducting analyses of borrower’s financial condition
Work with bankers to complete term sheets and applications for client review and execution
Assist bankers in boarding new transactions and ensuring that all appropriate internal actions are taken
Participate in the transaction approval process, including assembling packages for risk management review, writing credit memos, and assembling the necessary credit approval documentation
Take an active role in the transaction execution process, participating in transaction calls, developing distribution lists and schedules, coordinating and participating in the project underwriting process with other members of the department
Develop presentation materials as directed to be used to highlight CCC’s business activities and help market its products, as well as in response to requests for proposals
Assist bankers with ongoing transaction management duties including construction draw requests, construction to permanent loan conversions, loan modifications and extensions
Undergraduate degree with emphasis in real estate, business or economics
Demonstrated quantitative analysis and spreadsheet skills
Highly organized individual able to manage multiple assignments at once
Position will be located in Thousand Oaks, CA and may require flexible work hours

Citi Community Capital Resume Examples & Samples

Coordinate new deal closings, extensions, conversions, and other pipeline events, working closely with deal team members such as Originations, Underwriting, Asset Management, Construction Risk, Legal Counsel and other teams throughout the closing and approval process
Understand Fannie Mae and Freddie Mac Guidelines and Systems
Organize deal team meetings to discuss timeline, closing requirements, funds flow, waivers and exceptions
Track completion of due diligence items to ensure compliance, credit/risk, legal, and other firm requirements/conditions are met prior to closing
Display a strong understanding of policies and procedures
Review deal summaries and legal documents to ensure the risk profile and deal structure are consistent and accurate across all systems and tracking tools
Book the transaction in various loan servicing and trade capture systems which feed books and records
Prepare settlement statements and reconcile deal-related fees and expenses
Review core legal documentation for economic terms, conditions, and servicing requirements
Prepare post-closing hand-off summaries to the servicing team member
Previous closing experience with affordable multifamily deals, Fannie Mae & Freddie Mac preferred
Ease with learning new systems/applications required. Demonstrates good excel skills
Ability to interact at all levels
Highly-effective influencing skills; the ability to be coordinate internal meetings with several parties (Banking, Underwriting, Legal, Compliance, Risk, etc.) to gather information and meet project deadlines
Ability to work effectively under pressure

Citi Community Capital Resume Examples & Samples

Understand and negotiate structure, terms and conditions with borrowers in a constructive way, based on logic and underwriting issues, with the goal of securing transaction approval while appropriately managing risk to the company
Strong working knowledge of the nuances of Affordable Housing, bond and LIHTC transactions will be very highly weighted in favor of the successful candidate
Work with Banking and Asset Management teams during closing of new transactions
Liaise between front office and all areas of the firm, not limited to Legal, Operations, Technology, and Risk
This person will have the experience to understand in depth real estate transactions originated by others
The successful candidate will be comfortable analyzing real estate projects for financial feasibility as well as analyzing market driven factors. This person will be well versed in commercial real estate concept such as NOI, Cap Rates, debt service coverage, etc
High attention to detail and the desire to take ownership of a process to drive towards resolutions
Ability to travel (20% of time) on short notice necessary

Citi Community Capital Resume Examples & Samples

Coordinate new deal closings, extensions, conversions, and other pipeline events within the Project Finance portfolio (e.g., construction loans, letters of credit, and bonds)
Work closely with deal team members such as Originations, Underwriting, Asset Management, Construction Risk, Legal Counsel and other teams throughout the closing and approval process
Organize deal team meetings to discuss timeline, construction budget, funds flow, and lending and equity partners on the deal
Liaise with Client on their initial closing advances, including validating the supporting invoices
Candidate is required to have a BA/BS with a minimum of 6 years experience in real estate industry/loan administration, or equivalent role
Previous closing experience with affordable multifamily deals preferred
Knowledge of commercial real estate legal documentation and construction budget is a plus

Citi Community Capital Real Estate Underwriter Resume Examples & Samples

Analyze existing construction loans to determine whether or not the conditions for conversion to permanent, non-recourse financing have been met; including financial feasibility, physical and environmental condition, borrower financial status and regulatory requirements
Review and understand legal documents to ensure transactions comply with the originally negotiated terms and conditions as well as internal and external (local laws and regulatory) policies
Create and present comprehensive credit underwriting packages for review and approval by internal Risk Management and Business credit officers
Utilize internal automated systems necessary to document credit approval and underwriting processes
Negotiate structure, terms and conditions with borrowers in a constructive way, based on logic and underwriting issues, with the goal of securing transaction approval while appropriately managing risk to the company
Manage communications, identify roles and responsibilities and manage closing transactions involving a diverse mix of internal and external participants including loan officers, borrowers, equity investors, attorneys, title agents, etc
A strong working knowledge of the nuances of Affordable Housing, bond and LIHTC transactions will be weighted in favor of the successful candidate
Possess the tact and composure to deal with clients, lawyers, internal Relationship Managers and Credit Risk Management
Possess the experience to understand in depth real estate transactions originated by others
The successful candidate will be comfortable analyzing real estate projects for financial feasibility as well as market driven factors. This person will be well versed in commercial real estate concepts such as NOI, Cap Rates, debt service coverage, etc
Excellent communication, organizational and interpersonal skills, along with the ability to multi-task under tight deadlines
Strong motivation, with the ability to work without supervision
Keen judgment, a strong work ethic and pay for performance attitude
Willingness to travel (20% of time) on short notice if necessary
Candidate is required to have a BA/BS with a minimum of 2 years in real estate loan underwriting

Citi Community Capital Reporting & Data Quality Analyst Resume Examples & Samples

Proactively and independently work with senior managers to create standard business as well as ad-hoc reports
Must be able to multi-task and work under deadlines
Supporting Origination, Asset Management, Structuring and Transaction Management on reporting and technology initiatives
Develop metrics and exception reports around transaction processing, construction tracking, and overall data quality
Build dashboards and management reporting tools for various groups including Business, Independent Risk, and Asset Management
Facilitate data requests from internal teams, regulators, borrowers, and other third parties
Individual must have excellent communication, organizational and interpersonal skills

Citi Community Capital Real Estate Underwriter Resume Examples & Samples

Analyse existing construction loans to determine whether or not the conditions for conversion to permanent, non-recourse financing have been met; including financial feasibility, physical and environmental condition, borrower financial status and regulatory requirements
Geographic focus for this position will be New York and the Northeast U.S. and will include conducting site inspections, meet with internal and external clients, and participate in conferences and training opportunities
A strong working knowledge of the nuances of Affordable Housing, bond and LIHTC transactions will be weighted in favour of the successful candidate
The ideal candidate will have good experience and working knowledge in New York affordable multifamily housing market
The successful candidate will be comfortable analysing real estate projects for financial feasibility as well as market driven factors. This person will be well versed in commercial real estate concepts such as NOI, Cap Rate, debt service coverage, etc

Citi Community Capital Resume Examples & Samples

Manage and participate in high priority business projects involving transaction support, operations, technology and finance
Analyze business data to improve data integrity, build meaningful reports, and reconcile information across multiple systems
Partner with technology counterparts to ensure applications development meets business needs
Develop solutions to process challenges and fill process gaps where required
Improve business processes by identifying opportunities and implementing solutions
Work with project sponsors to ensure appropriate scope and timelines are met. Manage expectations and escalate risks whenever appropriate
Create and maintain status reports and executive presentations to communicate project progress
Approximately 5-7 years experience in project management or business consulting
Experience with Municipal Securities, Corporate Bonds or other Fixed Income products preferred
Working Knowledge of SQL and VBA are required
Experience working with technology projects
Excellent communication, interpersonal and organizational skills
Must have strong attention to detail, be self-motivated and inquisitive
Strong track record of successful project work
Able to work in a fast-paced environment that requires multi-tasking

Citi Community Capital Analyst / Associate Resume Examples & Samples

Support SLI’s LIHTC team in the structuring, closing and on-going monitoring of LIHTC investments
Review materials prepared by syndicators and evaluate new LIHTC transactions from a credit, underwriting, tax and suitability perspective
Draft materials and coordinate Investment Committee Approvals from Business, Risk, Asset Management, Transaction Management and others
Coordinate with Project Finance bankers on debt-equity origination efforts
Assist with LIHTC portfolio acquisitions and dispositions and other one-off transactions
Participate in monitoring, oversight and management of CCC’s LIHTC syndicator relationships, including deal pipeline and overall strategy
Review and maintain weekly data updates submitted by syndicators and participate in weekly syndicator calls
Work with Asset Management and Risk to evaluate consent requests on existing LIHTC investments
Assist in the development and management of models to calculate cash flows, profitability and returns associated with potential new LIHTC transactions
Proactively and independently work with senior managers to create standard business and ad-hoc reports on LIHTC portfolio and origination activities
Work closely with the Post Closing team to accurately document LIHTC investments
Work with Business and Risk to streamline and improve equity investment materials
Candidate is required to have a BA/BS with 1-2+ years experience in banking, consulting or finance
Individual must have excellent communication, organizational and interpersonal skills, as well as the ability to multitask under tight deadlines
Series 7, 52, 63 and 79 preferred and/or will be required to obtain necessary registrations
Debt or equity experience with LIHTC properties and/or properties financed by tax-exempt bonds preferred but not required

Citi Community Capital Resume Examples & Samples

Evaluate and re-engineer business processes while ensuring continuity of operations
Partner with technology counterparts to define requirements and ensure applications development meets business needs
Maintain or support transaction processing on an on-going and as-needed basis
Approximately 5 years’ experience in project management, operations, finance, technology, or business consulting

Citi Community Capital Resume Examples & Samples

Identify, classify and report on expenses related to business transactions
Respond to data and reporting requests to various parties including the business units, independent risk, and asset management
Develop metrics around transaction processing, construction tracking, and overall data quality
Identify efficiency improvements in all operational and financial aspects of the business
Review all positions and transaction activity to determine that it is recorded correctly in the firm's books and records
Ability to multi task and straddle day to day responsibilities as well as project related work
Desire to work in a fast paced environment

Citi Community Capital Resume Examples & Samples

Responsible for day to day activity reporting and transaction processing for CCC’s public and private placement bond portfolio
Review all positions to ensure accurate booking in both the firm’s financial and risk books and records
Service bond and investment transactions for on-going funding and maintenance
Work as a liaison between bond transactors, trustees and operations to ensure accurate booking and handling of issues
Proactively enforce quality control over the bonds in CCC’s portfolio by reviewing indicative and reference data, monitoring monthly interest payments and working with finance and control groups ensuring accuracy of daily profits and losses
Project related work to support our banking, asset management, risk management and structuring teams on multiple technology initiatives to improve STP processing on multifamily rental construction, land, commercial, national lending, and investments to developers
Knowledge of Capital Markets preferred

Citi Community Capital Resume Examples & Samples

Service a portfolio of multifamily rental construction, land, and mixed-use transactions (e.g., loans, bonds, and letters of credit). Liaise with borrowers, city agencies, equity partners, and other external parties. Coordinator internally with Asset Manager, Construction Risk Management, and Operations
Maintain construction budget spreadsheets to ensure all sources and uses are balanced at all times and within the required lien laws
Demonstrate a solid understanding of deal structure, funds flow, economics, and servicing requirements as extracted from deal summaries and legal documents
Review and fund loan advance requests from borrowers including validating the supporting invoices, vendor reports, change orders, and lien waivers. Ensure funding requirements/conditions are met prior to monthly loan advances. Display a strong understanding of policies and procedures
Monitor the ongoing updates of the portfolio, including participating in extensions, modifications, and other deal pipeline events
Candidate is required to have a BA/BS with a minimum of 5 years experience in real estate industry/loan administration, or equivalent role. Previous experience with affordable multifamily deals preferred
Knowledge of real estate legal documentation and construction budget is a plus

Citi Community Capital Resume Examples & Samples

Reviewing and analyzing monthly and quarterly Fund performance reports from Syndicator Partners
Assessing financial strength of Syndicator partners
Recommending quarterly risk ratings and risk rating changes based on investment performance
Reviewing and approving equity capital calls for Fund Investments
Participate in ongoing internal system development relating to risk management of investments
Review and analyze and provide recommendations to investment committee relating to Syndicators request for Lower-Tier deal structure changes
Managing disposition requests and unwinding of Upper Tier Funds
Communicating with Syndicator partners and resolving risk performance issues
Bachelor’s degree - real estate, finance or business degree preferred
5+ years successful multi-family experience, asset management experience required with affordable multifamily portfolio with LIHTC investment
Familiar with the AHIC LIHTC management standards
Additional experience with USDA/RD assisted and HUD project based Section 8 preferred
Excellent Microsoft Excel and database skills, Designing, Implementing and performing ad hoc analysis using Excel look ups and pivot tables
General knowledge of business and accounting concepts and practices related to LIHTC tax credits
Excellent training and communications ability (written and verbal)
Highest levels of honesty and integrity
Detailed oriented and accurate with strong analytical and problem solving skills
Ability to work independently and interact with different levels of management

Citi Community Capital Resume Examples & Samples

Review, analyze and manage previously closed and new construction loan closings for affordable multifamily developments throughout the United States
Responsible for confirming the overall sources and uses for new and rehab construction from closing through conversion
Analyze complex capital stacks sources for a project including the nuances of the restrictions and requirements for funding the project costs
Externally interact with borrowers, syndicators, legal counsel, and other transaction parties
Contribute to increased loan closings, information flow between departments and management of risks for the CCC investments and construction loan portfolios
Candidate is required to have at least 3 years construction loan management or underwriting experience, preferably in the affordable housing industry
Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs

Citi Community Capital Resume Examples & Samples

Support our banking, asset management, risk management and structuring teams on multiple technology initiatives to improve STP processing on multifamily rental construction, land, commercial, national lending, and investments to developers
Enforce quality control by reviewing portfolio level indicative and financial data
Responsible for responding to data and reporting requests to various parties including Business, Independent Risk, and Asset Management
Liaise between all areas of the firm, not limited to financial, risk, operations, and technology
Service a portfolio of bond and investment transactions for on-going funding and maintenance
Work as a liaison between bond transactors, trustees and operations to ensure accurate booking and recording of the bond portfolio
Desire to work in a fast paced evironment
Knowledge of Capital Markets helpful but not required

Citi Community Capital Resume Examples & Samples

Individual must have excellent communication, organizational and interpersonal skills, as well as the ability to work under tight deadlines
Candidate is required to have a BA/BS, preferably in finance
Candidate should be a self-starter with the ability to learn in a high paced environment. A general understanding of real estate financing or affordable housing experience is a plus

Citi Community Capital Resume Examples & Samples

Support our banking, asset management, and structuring teams on multiple technology initiatives to improve STP processing on multifamily rental construction, land, commercial, national lending, and investments to developers
Build reports for CCC to improve tracking on positions such as exception and break reporting between multiple product processors, risk and financial systems
Knowledge of SQL and VBA are required

Citi Community Capital Senior Real Estate Account Specialist Resume Examples & Samples

Review team’s daily work and approve funding requests processed by team
Work closely with technology team to build and improve internal applications based on business requirements
Service a portfolio of multifamily rental construction, land, and mixed-use transactions (e.g., loans, bonds, and letters of credit). Liaise with borrowers, city agencies, equity partners, and other external parties
Coordinate internally with Asset Management, Construction Risk Management, and Operations teams
Maintain deal ticklers to track insurance policies, UCCs, flood status, escrow accounts, and collateral requirements
Candidate is required to have a BA/BS with a minimum of 6 years experience in real estate industry/loan administration, or equivalent role. previous experience with affordable multifamily deals preferred
Minimum 3 years of supervisory oversight experience preferred
Individual must have excellent communications, organizational and interpersonal skills, as well as the ability to multi-task under tight deadlines
Ease with learning new systems/applications required. Good Excel skills are also required
Natural interest in providing creative and practical solutions to problems

Citi Community Capital Asset Manager Resume Examples & Samples

Review, analyze, and report on stabilized property operations and sponsor performance and credit
Prepare and present credit recommendations related to loan extensions, conversions, and modifications
Interact with sponsors, servicers, investors, legal counsel, and other transaction parties
Contribute to the timely completion of asset reviews, asset classifications, and related reporting
Strong PC (Word and Excel) and quantitative skills are required
Financial statement analysis and portfolio management
Income property equity or loan workout, foreclosure, and bankruptcy experience
Experience assessing the capabilities of non-profit sponsors
Multifamily property valuation experience
Experience marketing and leasing multifamily properties
Experience marketing and selling commercial real estate REO and/or notes

Citi Community Capital Construction Asset Manager Resume Examples & Samples

Analyze the availability of the flow of funds during construction as it relates the construction timeline and anticipated construction draws
Familiarity with affordable housing projects and the typical debt and equity parties involved in affordable transactions
Review ongoing monthly construction draws
Manage and track the progress of lease up and NOI results
Prepare and present credit recommendations related to loan extensions and modifications for the construction loans
Internally interact with the bankers, underwriters, credit and engineering risk and loan administrators
Individual must have excellent communication, organizational and interpersonal skills, as well as the ability to work under tight deadlines, manage priorities for loan closings

Citi Community Capital Analyst Resume Examples & Samples

Provide analytical support to a 10-office nationwide affordable multifamily rental housing debt origination team
Participate in the transaction approval process, including assembling packages for Citi’s risk management review, writing credit memos, and assembling the necessary credit approval documentation
Take an active role in the transaction execution process, participating in transaction calls, developing distribution lists and schedules, coordinating and participating in the project underwriting process with other members of the team
Complete necessary internal transaction execution documentation
Develop presentation materials as directed to highlight CCC’s business activities and help market its products, as well as in response to requests for proposals
Assist bankers in managing relationships with CCC clients and prospects
Based upon the best qualified candidate the position will be located in CCC’s office, San Francisco, CA and will require flexible work hours

Citi Community Capital Executing Banker Resume Examples & Samples

Provide analytical, transactional and client support to the Boca Raton affordable multifamily rental housing debt origination team
Assist bankers in boarding client and transactions and ensuring that all appropriate internal actions are taken
Participate in the transaction approval process, including assembling packages for Citi’s risk management review, reviewing credit memos, and assembling the necessary credit approval documentation
Take an active role with bankers and clients in the transaction execution process, participating in transaction calls, developing distribution lists and schedules, coordinating and participating in the project underwriting process with other members of the team
Assist bankers with ongoing relationship duties including issues that arise during construction, permanent loan conversions, loan modifications and extensions
Demonstrated experience in real estate lending and multifamily lending (1-3 years)
The position will be located in CCC’s office in Boca Raton, FL and will require flexible work hours

Citi Community Capital Transaction Management Specialist Resume Examples & Samples

Maintain data quality by monitoring transaction progress and reconciling information across multiple sources. Escalate issues as necessary
Manage deal closeout processes with respect to both regulatory requirements and appropriate accounting, from incurrence of deal related costs to final books and records
Manage new issue reimbursement procedures, including expense reconciliation and wiring of funds as required
Monitor deal pipeline to ensure proper transaction setup and execution in internal systems. Assist banking teams throughout the deal lifecycle
Act as a liaison between KYC business support and banking teams to obtain required information and complete records on an ongoing basis
Serve as a trusted resource to banking teams, able to guide them through the operational and regulatory requirements of their transactions. Assist banking teams with ad-hoc analysis and support requests as needed
Participate in process improvement projects and the user acceptance testing of internal technology systems
Collaborate with multiple areas of the firm, including various business groups, finance, and operations
1-3 years’ experience in a banking, finance, or operational role
Excellent MS Excel and quantitative skills are required
Experience with municipal securities or other investment banking products a plus

Citi Community Capital Reporting & Data Quality Analyst Associate Resume Examples & Samples

Support our banking, asset management, and structuring teams on various data reporting and technology initiatives around our community development lending and investing portfolio
Responsible for daily and month-end reporting responsibilities
Liaise with all areas of the firm, including finance, risk, operations and technology
Participate in system enhancements that improve data quality and efficiencies
Experience interacting with business management
Energetic individual who shows initiative and offers creative and practical solutions to problems
Working knowledge of SQL and VBA

Citi Community Capital Senior Asset Manager Construction Loan & Sponsor Management Resume Examples & Samples

Analyze detailed sponsor analyses for construction portfolio
Review and confirm quarterly risk ratings and risk rating changes based on loan/portfolio performance
Evaluate audited and unaudited financial statements for individuals, non-profit and complex companies including reviewing liquidity, profitability and leverage ratios
Analyze and assess contingent liability risk
Analyze construction loans that include complicated sources and uses
Participate in ongoing internal process review developments relating to risk management of the construction portfolio
Review, analyze and provide recommendations to the debt investment committee relating to various sponsors and real estate transactions
Master’s degree - real estate, finance or business preferred
15+ years successful multi-family affordable housing experience
Familiar with Low Income Housing Tax Credits
Additional experience with NMTC, historic tax credits, and HUD project based Section 8 preferred
Excellent Microsoft Excel and database skills, designing, implementing and performing ad hoc analyses using Excel look ups and pivot tables
Strong financial analytic skills with experience in financial measures to determine the strength of Sponsors
Construction loan management or u/w experience, preferably in the affordable housing industry
Excellent communication skills (written and verbal), including ability to conduct training
Detail oriented with strong analytical and problem solving skills
Ability to prioritize workload and competing demands for time and attention

Citi Community Capital Resume Examples & Samples

Review, analyze, and report on the progress of properties in leaseup
Propose actions to maintain loan performance and maximize recovery on assets
Individual must have excellent communication, organizational and interpersonal skills, as well as the ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up
Candidate is required to have a minimum of 3 years of multifamily asset management, transaction management, or underwriting with responsibilities consistent with those outlined above
Debt or equity experience with LIHTC properties and properties financed by tax-exempt bonds
Income property construction loan administration experience
Multifamily property condition assessment experience

Citi Community Capital Reporting & Data Quality Analyst Resume Examples & Samples

Handle Adhoc data and reporting requests from business management and other teams
Develop metrics and other tools around transaction processing, deal flow and portfolio management
Build exception reports between multiple product processors, risk and financial systems
Ability to handle project related work to support multiple technology initiatives
Excellent MS Excel and quantitative skills
Prior experience with system enhancements and user acceptance testing is a plus

Citi Community Capital Resume Examples & Samples

Participate in high priority business projects involving management analytics, transaction support, operations, technology and finance
Build dashboards and other analysis tools as required
Handle ad-hoc data and reporting requests from business management and other teams
Partner with technology counterparts to ensure applications development meets business needs, including requirements validation and user acceptance testing
3-5 years’ experience in a banking, technology, or project-based role
Experience with SQL and VBA are required
Experience with Qlikview, Cognos or other data visualization tools are a plus
Excellent communication, organizational and interpersonal skills, as well as the ability to multi-task under tight deadlines

Citi Community Capital Transaction Specialist Resume Examples & Samples

Support the overall day to day management of our Investment Portfolio of Bonds, Loans and Tax Credit and other Equity Investments through activity and exception reporting
Facilitate the efficient closing of new Municipal and Agency bond investments, Tax Credit and other Equity investments, Tender Option Bond and Securitization transactions as well as other secured financing transactions by working as a liaison between business stakeholders, Controllers, Legal Counsel, Compliance, Operations, External Trustees and Syndicators
Proactively enforce data quality within trading platforms and troubleshoot issues with multiple business affiliates, operations and control groups in order to ensure the accuracy of daily profits and losses and balance sheet
Identify efficiency improvements in all operational and financial aspects of the portfolio and develop solutions for process gaps and other challenges
Participate in longer term project based initiatives for enhancing applications and or supporting newer business initiatives
Candidate is required to have a BA/BS
Excellent Microsoft Office skills and quantitative skills are required
Must be detailed oriented, self-motivated, inquisitive, team and solutions oriented
Displays a positive attitude to change and ability to work with minimal direct supervision
Ease with learning new systems/applications required
At least 2+ years of experience with Municipal Securities, Corporate Bonds or other Fixed Income products

Citi Community Capital Account Specialist Resume Examples & Samples

Candidate is required to have a BA/BS with 1 – 5 years’ experience in real estate industry/loan administration, or equivalent role. Previous experience with affordable multifamily deals preferred
Energetic individual who shows initiatives, is a team player, and has a positive attitude to change
Quick learner and ability to work with minimal direct supervision

Citi Community Capital Resume Examples & Samples

Oversee a team of servicing specialists and their portfolio of multifamily rental construction, land, and mixed-use transactions (e.g., loans, bonds, and letters of credit). Liaise with borrowers, city agencies, equity partners, and other external parties. Coordinate internally with Asset Manager, Construction Risk Management, and Operations
Demonstrate a solid understanding of deal structure, funds flow, economics, and servicing requirements as outlined on deal summaries and legal documents
Monitor the ongoing updates of the portfolio, including extensions, modifications, payoffs and other deal events
Identify efficiency improvements in all operational aspects of the business. Lead process changes
Candidate is required to have a BA/BS with a minimum of 5 years experience in the real estate industry/loan administration, or equivalent role
Prior experience with leading a team

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