Best Retirement Destinations -The Independent Authority On Where You Should Retire

Description

Under administrative direction with some autonomy, uses knowledge and skills obtained through education and experience to work in a high growth, fast-paced environment with a quality team of professionals, responsible for business development - assisting in cultivating and maintaining relationships with real estate developers whose tax credits are being purchased by the Raymond James Tax Credit Funds (RJTCF) program.  Some guidance is provided to perform varied work that is somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately complex decisions. Resolves or recommends solutions to complex problems.  Has extensive contact with internal and external customers.
 
Essential Duties and Responsibilities:

- Participates in cold calling developers to solicit acquisition of tax credits.
- May visit interested developers to present RJTCF program and gather information.
- Assists in the development of some incremental business.
- Schedules and organizes meetings for producer and developers.
- Maintains listing of planned new low-income housing projects and other influentials (accountants, consultants, lenders, and state agency personnel) to assist producer in prospecting geographic territories.
- Analyzes information to determine if project meets RJTCF investment requirements.
- May present projects to RJTCF management for approval or rejection.
- Maintains contact with developer clients, their attorneys and accountants to ensure good service.
- Manages many internal and external business relationships.
- Maintains contact with appropriate clients.
- Performs supervisory activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance; and participating in interviewing and selecting staff.
- Plans, assigns, monitors, reviews, evaluates and leads the work of others.
- Coaches and mentors subordinates, identifies training needs and recommends development programs.
- Performs other duties and responsibilities as assigned.

Qualifications
 
Knowledge, Skills, and Abilities:
Knowledge of:

- Company's working structure, policies, mission, and strategies.
- Basic concepts, principles and practices of low-income housing tax credits (LIHTC).
- Basic concepts, principles and practices of the real estate industry.
- Principles of banking and finance and securities industry operations.

Skill in:

- High level contract and sales negotiations.
- Analyzing complex real estate transactions and their low income housing tax implications.
- Reading and understanding complex financial statements and legal documents.
- Follow-up to ensure accuracy and completion of tasks.
- Assessing associate performance and developing a career path
- Assigning responsibility and authority for tasks to appropriately selected individuals or team.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

- Promote team cohesiveness, cooperation and effectiveness.
- Lead a team of professionals effectively.
- Communicate effectively both oral and written.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work.
- Proactively demonstrate readiness and ability to initiate action.
- Work independently as well as collaboratively within a team environment.
- Identify required tasks, develop timelines and execute.
- Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
- Project a positive, professional image both internal and with external business contacts.
- Convey information clearly and effectively through both formal and informal documents.
- Identify relationships, draw logical conclusions and interpret results for use in decision making.

Educational/Previous Experience Requirements:

Bachelor's Degree (B.A.) in finance or related field and a minimum of two (2) to three (3) years of business development, sales and marketing experience in the low-income housing tax credits (LIHTC) industry.
~or~
Any equivalent combination of experience, education, and/or training approved by Human Resources.