Skip to main content

Funding and Reporting Manager

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Manage and facilitate the review and funding of complex investment transactions. Assist Fifth Third Community Development Company, LLC by assuring compliance with internal policies/ procedures as well as compliance with Federal investment reporting requirements as requested by External Reporting Group. Compliance/funding monitoring to occur both prior to initial funding as well as throughout the life of the investment. Extensive internal and external customer contact required to carry out job responsibilities.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Work with Investment Directors to obtain all documents as necessary to make investment compliant with bank policy. Evaluate and recommend appropriate scope of coverage and other features of documentation to support investment undertaken by the group.

Perform complete and thorough analysis, verification, and audit of all documentation, ensuring that compliance with the terms and conditions of all aspects of the transaction have been met.

Maintain compliance with internal and third-party requirements subsequent to initial funding. Manage portfolio for overall compliance investment terms.

Utilize working knowledge of all transactions and structures to establish transaction funding timetable.

Complete capital funding for all investments following company policies and procedures for review and approvals.

Field and provide feedback from internal and external inquiries related to new and existing business.

Maintain current knowledge of industry practices, standards, and trends in the field of tax credit investing.

Other duties as assigned.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor’s Degree or equivalent experience required.

5+ years’ preferred experience with tax credit investment closings and capital calls.

Understanding of investment structures and corresponding complex documentation.

Proficient with Microsoft Office programs such as Word, Excel & Access.

Strong attention to detail.

Ability to work independently.

Solid interpersonal skills.

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like.

Extended viewing of a CRT screen.

Travel Required up to 15%

#LI-SM1

Funding and Reporting Manager

LOCATION -- Dublin, Ohio 43017

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.We employ about 18,000 people while offering:• A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs.• An environment where we win together by celebrating achievements and working collaboratively.• An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.