Sales Support Analyst: Tax-Exempt debt and Public Welfare Investments

M&T Bank
Baltimore, MD
Sep 12, 2021
Sep 15, 2021
Full Time
R21863**Title: Sales Support Analyst: Tax-Exempt debt and Public Welfare Investments Location: M Footprint Overview: Tax-exempt Debt Overview** : Support M Bank's tax-exempt debt portfolio across the Commercial bank, including Healthcare, Education & Not-for-Profit, Commercial Real Estate, and Government Banking. This position will support the Commercial Bank Relationship Manager in the following areas: (i) origination of new tax-exempt debt; (ii) closing of new tax-exempt debt; (iii) preparing required analyses for modifications or terminations; and (iv) product-specific regulatory requirements, and (v)general portfolio management relative to the tax-exempt nature of the portfolio. This position will also Support the M Bank's Public Welfare Investment activities specifically relating to NMTC, EQ2 Investment, RBIC and Community Development Loan Pools. This position will support the Community Development Loan and Investment RMs in the following areas: (i) originations of new investments; (ii) closing of new investments; (iii) confirming distributions; preparing associated capital call approval memos; and (iv) regulatory requirements.**Primary Responsibilities:**Tax-Exempt Debt+ Support Relationship Manager with financial analysis, sales presentation and client materials related to the issuance of tax-exempt debt. Also support credit analysis and approvals process.+ Interface with Commercial Planning relative to having profitability models run on proposed structures; and+ Aid RM by preparing any required amortization tables and final weighted average maturity;+ Review legal documents as requested, relative to amortization or pricing structure;+ Monitor monthly levels of outstandings and pipeline versus available capital in the Bank equity subsidiary (233 Genesee St.);+ Support other regulatory, or credit analysis as requested. Keep abreast of business and market trends that may affect the business/department.+ Contribute to Commercial Bank strategic direction by assisting in analysis designed to further Commercial Bank strategies as directed by managers._Public Welfare Investments_+ Compiling and analyzing appropriate due diligence materials (eg, market studies, projections, investment summaries, economic benefit schedules, sponsor financial statements) and approval memo's for proposed Community Development Investments+ Support the documentation of Investments with legal counsel;+ Support process of closing, funding and booking Loans and Investments.+ Work with both Tax Credit Operations Manager and external legal counsel in the preparation of regulatory applications to both the Federal Reserve Bank of NY and NY Department of Financial Services.+ **Managerial/Supervisory Responsibilities:**+ Not applicable.+ **Education and Experience Required:**+ Bachelor's degree and minimum of 2 years' related business line experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience+ Good knowledge of procedures and concepts within own discipline\#LI-LP1**Location**Baltimore, Maryland, United States of America**At M Bank, we make a difference in people's lives** . For more than 160 years, we've been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.**Our talent and culture set us apart.** Our core values drive the work we do - integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. _At M, we are a talent and people driven organization. Take a peek inside M's Human Capital Report ( to learn how it feels to be one of our 17,000+ employees._**We are constantly renewing.** Our future success relies on our ability to understand what's important to our customers and use that understanding to build new and innovative customer experiences.**We support our employees every step of the way.**+ Competitive compensation+ Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance+ Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO+ 401(k) match at 5% with options for Roth and discretionary employer contributions+ A deep commitment to equity, including 14 resource group charters, aD sponsorship program, 40 annual paid volunteer hours and more+ Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts**We need you.** Are you ready to join us? Apply today to start the journey.If you are unable to apply through this site due to technical issues, please contact us at for assistance.M Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.M Bank Corporation has policies and procedures in place to promote a drug free workplace.

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