Teams at National Equity Fund

Lead credit and underwriting reviews for assigned LIHTC projects, produce investment proposals and launch memos, respond to investor inquiries, optimize bid review processes, mentor staff, and make credit decisions within authorized scope.

Lead review, troubleshoot, and maintain LIHTC Excel financial models from bid through closing and lifecycle. Coordinate tax and structuring with underwriting, fund accounting, investor relations, and external counsel. Conduct closing audits, produce stress analyses, manage post-closing changes, and adapt the organization's primary underwriting model to ensure tax and structural accuracy.

Provide legal support for fund and project transactions and compliance, including drafting and negotiating fund agreements, investor side letters, loan and warehouse documents, managing closings and outside counsel, handling transfers, KYC, HUD and local filings, and advising business teams on tax, securities, and structural matters.