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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
11/5/2024
Job Description
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:
%26middot; Reviews standard real estate documentation for consistency with RJTCFs requirements and property specific criteria.
%26middot; Reviews and updates database to reflect actual property performance.
%26middot; 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.
%26middot; Review, collect and learn to process 3rd party inspectors monthly or quarterly construction inspections, noting, and escalating open construction issues.
%26middot; Track and monitor procedures for regular collection of documents, internal and external.
%26middot; Coordinate and distribute profession communication to partners on behalf of company.
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
%26middot Company%26rsquos working structure, policies, mission, and strategies.
%26middot Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC).
%26middot Fundamental concepts, principles and practices of the real estate industry.
%26middot Principles of banking and finance industry operations.
Skill in:
%26middot Advanced skills in Microsoft Excel preferred.
%26middot Reading and understanding financial documents.
%26middot Communicating effectively orally and in writing
%26middot Strong analytical skills, with the ability to manage multiple projects and meet deadlines.
%26middot Reviewing and comprehending real estate documentation.
%26middot Fundamental concepts, principles, and practices of the real estate and construction industry
%26middot Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
%26middot Work independently as well as collaboratively within a team environment.
%26middot Ability to operate with a high degree of flexibility and to adapt to changing demands.
%26middot 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.
%26middot Under guidance/supervision, identify required tasks, develop timelines and execute.
%26middot Provide accurate and high quality work product in a timely manner.
%26middot Convey information clearly and effectively through both formal and informal documents.
%26middot Gather data from multiple sources, review, and accurately input data into various spreadsheets or portfolio management system.
%26middot Proactively demonstrate readiness and ability to initiate action.
%26middot Project a positive, professional image both internal and with external business contacts.
%26middot Assume full responsibility and accountability for own actions.
%26middot Identify issues and develop solutions within the portfolio.
%26middot Demonstrate uncompromising adherence to ethical principles.
Educational/Previous Experience Recommendations:
%26middot Bachelor%26rsquos Degree (B.A.) in business, finance, accounting or related field and some real estate experience.
%26middot OR ~
%26middot 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 firm
