Lead Transaction Manager - VP

• Assist with direct the administration of policies and procedures which govern the documentation and transaction closing process for Community Lending and Investment transactions, including New Markets Tax Credit and Low-Income Housing Tax Credit transactions
• Provide strategic vision and direction to ensure final negotiated agreements are documented accurately and adhere to corporate policies and procedures
• Interpret policy when working with legal, credit and the relevant business
• Identify and mitigate business and legal risks within compliance requirements
• Interpret policies, procedures and compliance requirements and thoughtfully escalate issues to senior management
• Advise management of industry trends or emerging issues based on recently negotiated transactions
• Collaborate and influence professionals at all levels including senior management to drive successful outcomes and resolve complex issues
• Identify and recommend process improvements to strengthen execution, improve efficiency and standard documentation across the CLI platform
• Lead a team to achieve objectives

5+ years of Capital Markets Document Negotiation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Experience closing LIHTC, affordable housing, and New Markets Tax Credit (NMTC) transactions, with responsibility for full end‑to‑end deal execution
• Proven ability to negotiate complex capital markets, debt, and equity documentation, including credit agreements, partnership agreements, and closing packages for CLI transactions
• Knowledge of lending products, loan lifecycles, funding mechanics, deal structures, and funds flows, with direct deal‑team experience
• Execution-focused mindset with the ability to prioritize effectively, resolve issues and perform in a fast-paced, deadline-driven environment with a willingness to work longer hours as deal flow dictates
• Process and execution focused, with experience partnering with clients to collect and review loan documentation in preparation for large or complex closings, while building strong internal and external relationships
• Effective collaborator with strong communication, analytical skills, time management and attention to detail, able to work seamlessly across teams and senior leadership
• Excellent communication, relationship‑management, and project‑management skills
• Demonstrated openness to feedback and attention to detail to support continuous refinement of documentation and processes