Independently manage a portfolio of complex LIHTC equity investments, serving as the primary point of contact for general partners and internal stakeholders.
Monitor performance across construction, lease-up, and stabilized stages, directing market assessments, reviewing third-party inspections, and identifying emerging risks.
Lead risk governance for the portfolio, including surveillance for changes in risk ratings and delivering recommendations to credit partners and senior management.
Analyze financial statements, tax returns/audits, and partnership documentation; review and underwrite general partner consent requests; and evaluate capital contribution and reserve withdrawal requests.
Drive identification of issues and execution of action plans for troubled investments, partnering with internal stakeholders to ensure cross-functional resolution.
Provide leadership through coaching and mentoring talent, leading projects and teams, identifying and owning process improvements, and contributing subject matter expertise.

7+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
7+ years of LIHTC experience across underwriting, portfolio/asset management, with strong knowledge of Section 42 and affordable housing fundamentals
Manage, strategize and execute action plans to resolve troubled tax credit investments
Advanced financial and tax analysis capabilities, with demonstrated ability to assess credit/portfolio impacts
Proficiency with complex CRE and partnership documentation, including underwriting perm loan conversions and evaluating construction-stage transactions
Executive-level communication and stakeholder management, with a track record of influencing cross-functional partners and senior leaders
Leadership experience includes coaching, training, mentoring, and directing project teams in a fast-paced environment
Strong analytical skills and advanced Excel proficiency, with exceptional attention to detail and sound judgment in complex situations
Bachelor’s or Master’s degree in Real Estate, Finance, Accounting or related field.

Executive Director, Senior Lead – Commercial Real Estate Manager

Key skills