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Raymond James Financial, Inc. Post-Closing Funding Coordinator in Saint Petersburg, Florida


Job Summary:

The Post‐Closing Coordinator is a key member of the Transitional Asset Management team responsible for managing the equity funding process for tax credit investments in RJTCF syndicated funds. Under limited supervision, the associate is responsible for the review of legal documents and funding requisitions for completeness and adherence to underwritten guidelines. The associate initiates and coordinates the equity disbursement process based on achievement of specific investment milestones under the supervision of the Manager, Transitional Asset Management.

Essential Duties and Responsibilities:

  • Track, review, and distribute post‐closing due diligence and receivables from various partners and third‐parties.

  • Create and maintain up‐to‐date checklists, instructions, and contact lists for closed projects.

  • Obtain closing statement and wiring instructions for the closing equity payment from the Acquisitions Manager.

  • Obtain monthly construction draw requests, AIA forms, change orders, construction reports, and certificates of occupancy and substantial completion for all projects under construction.

  • Analyze construction, tax, and operating documents to ensure conformity with underwritten benchmarks. Escalate issues to internal stakeholders.

  • Update financial models and projections based on information received from general partners.

  • Analyze modifications to original underwriting and prepare recommendations for approval to senior management and investors.

  • Collect and review all equity funding requests from partners and the required supporting documents to initiate the disbursement process.

  • Manage investor and general partnership relationships to ensure clear communication and to meet stated and implied expectations.

  • Initiate and maintain direct communication by phone, email, and video conference with general partners, investors, construction lenders, third party vendors, allocating agencies, and other stakeholders.

  • Prepare reports documenting project status and future activity for presentation to senior management.

  • Maintain electronic records in RJTCF’s document management and portfolio management systems.


Knowledge, Skills, and Abilities:

Knowledge of:

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

  • Fundamental concepts, principles and practices of LIHTC.

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

  • Principles of banking and finance industry operations.

Skill in:

  • Reviewing standard real estate documentation including financial projections, loan documents, various legal memorandums, draw requests, rent rolls, property financial statements, and certificates of occupancy/building permits.

  • Reading and understanding real estate and LIHTC specific documentation.

  • Real estate financial projections.

  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

  • Communicate effectively both oral and written.

  • With limited to no guidance, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.

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

  • Proactively demonstrate readiness and ability to initiate action.

  • Compile data from multiple sources, review, and accurately input into various spreadsheets and database.

  • With limited to no guidance, work independently as well as collaboratively within a positive team environment.

  • With limited to no guidance, identify required tasks, develop timelines and execute.

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

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

  • Identify relationships, draw logical conclusions and interpret results for use in decision making.

Educational/Previous Experience Recommendations:

  • Bachelor’s Degree (B.A.) in business, finance, accounting or related field and a minimum of three (3) to five (5) years of real estate experience.


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


  • None required.

Job: Accounting & Finance

Primary Location: US-FL-Saint Petersburg

Organization RJ Tax Credit Funds

Schedule Full-time

Job Shift Day Job

Travel Yes, 10 % of the Time

Req ID: 2102591