Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through training, education, and experience to assist with management of the transitional portfolio. Support selected teams within transitional asset management with reporting, monitoring, and gathering of key information. Guidance is provided to perform varied work that is somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately complex decisions, process information in a timely manner, and operate within a team environment.

Essential Duties and Responsibilities:

· Reviews standard real estate documentation for consistency with RJTCF’s requirements and property specific criteria.

· Reviews and updates database to reflect actual property performance.

· Reviews property monthly work-in-progress reports to evaluate construction progress and notifies the DRM of any changes to the project schedule, quality, or cost.

· Review, collect and learn to process 3rd party inspectors’ monthly or quarterly construction inspections, noting, and escalating open construction issues.

· Track and monitor procedures for regular collection of documents, internal and external.

· Coordinate and distribute profession communication to partners on behalf of company.

Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through training, education, and experience to assist with management of the transitional portfolio. Support selected teams within transitional asset management with reporting, monitoring, and gathering of key information. Guidance is provided to perform varied work that is somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately complex decisions, process information in a timely manner, and operate within a team environment.

Essential Duties and Responsibilities:

· Reviews standard real estate documentation for consistency with RJTCF’s requirements and property specific criteria.

· Reviews and updates database to reflect actual property performance.

· Reviews property monthly work-in-progress reports to evaluate construction progress and notifies the DRM of any changes to the project schedule, quality, or cost.

· Review, collect and learn to process 3rd party inspectors’ monthly or quarterly construction inspections, noting, and escalating open construction issues.

· Track and monitor procedures for regular collection of documents, internal and external.

· Coordinate and distribute profession communication to partners on behalf of company.

Knowledge, Skills, and Abilities:

Knowledge of:

· Company’s working structure, policies, mission, and strategies.

· Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC).

· Fundamental concepts, principles and practices of the real estate industry.

· Principles of banking and finance industry operations.

Skill in:

· Advanced skills in Microsoft Excel preferred.

· Reading and understanding financial documents.

· Communicating effectively orally and in writing

· Strong analytical skills, with the ability to manage multiple projects and meet deadlines.

· Reviewing and comprehending real estate documentation.

· Fundamental concepts, principles, and practices of the real estate and construction industry

· Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

· Work independently as well as collaboratively within a team environment.

· Ability to operate with a high degree of flexibility and to adapt to changing demands.

· Under guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.

· Under guidance/supervision, identify required tasks, develop timelines and execute.

· Provide accurate and high quality work product in a timely manner.

· Convey information clearly and effectively through both formal and informal documents.

· Gather data from multiple sources, review, and accurately input data into various spreadsheets or portfolio management system.

· Proactively demonstrate readiness and ability to initiate action.

· Project a positive, professional image both internal and with external business contacts.

· Assume full responsibility and accountability for own actions.

· Identify issues and develop solutions within the portfolio.

· Demonstrate uncompromising adherence to ethical principles.

Educational/Previous Experience Recommendations:

· Bachelor’s Degree (B.A.) in business, finance, accounting or related field and some real estate experience.

· OR ~

· Any equivalent combination of experience, education, and/or training approved by Human Resources.

Knowledge, Skills, and Abilities:

Knowledge of:

· Company’s working structure, policies, mission, and strategies.

· Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC).

· Fundamental concepts, principles and practices of the real estate industry.

· Principles of banking and finance industry operations.

Skill in:

· Advanced skills in Microsoft Excel preferred.

· Reading and understanding financial documents.

· Communicating effectively orally and in writing

· Strong analytical skills, with the ability to manage multiple projects and meet deadlines.

· Reviewing and comprehending real estate documentation.

· Fundamental concepts, principles, and practices of the real estate and construction industry

· Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

· Work independently as well as collaboratively within a team environment.

· Ability to operate with a high degree of flexibility and to adapt to changing demands.

· Under guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.

· Under guidance/supervision, identify required tasks, develop timelines and execute.

· Provide accurate and high quality work product in a timely manner.

· Convey information clearly and effectively through both formal and informal documents.

· Gather data from multiple sources, review, and accurately input data into various spreadsheets or portfolio management system.

· Proactively demonstrate readiness and ability to initiate action.

· Project a positive, professional image both internal and with external business contacts.

· Assume full responsibility and accountability for own actions.

· Identify issues and develop solutions within the portfolio.

· Demonstrate uncompromising adherence to ethical principles.

Educational/Previous Experience Recommendations:

· Bachelor’s Degree (B.A.) in business, finance, accounting or related field and some real estate experience.

· OR ~

· Any equivalent combination of experience, education, and/or training approved by Human Resources.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.