Senior Banker - Community Development Financial Institution (CDFI), Intermediaries Lending

The Intermediaries Lending (IL) 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 Intermediaries Lending Banker will be part of the team that manages the bank's Community Development Financial Institution (CDFI) lending initiatives, which is part of Chase's Commercial Bank. The position will work with multiple lines of business within Chase including New Markets Tax Credit (NMTC) investing, Community Development Real Estate lending, Government & Non-Profit Banking, and Corporate Responsibility to support client relationships. 

Seeking an experienced Senior Banker who will have responsibility for identifying, structuring and closing credit facilities for Community Development Financial Institutions as well as support the Treasury Services (TS) and other banking needs of CDFI clients. The IL Banker will support a specific CDFI client portfolio and work toward goals to establish new relationships with CDFIs. The successful candidate will work in a fast-paced, entrepreneurial atmosphere that requires flexibility and attention to detail.

Job 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

Required qualifications, capabilities, and skills

• 10 plus 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

Preferred qualifications, capabilities, and skills 

• MBA or advanced degree preferred, but not required