Top 78896 Managing Client Partner Jobs

Managing Director, Client Services (Loan Servicing)
New Mexico Finance Authority —Santa Fe, NM
- $95,000 - $105,000 a year
- Full-time
- Hybrid work
- Office
- 8 years
- Analysis skills
- Health insurance
- Dental insurance
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Sales Operations Specialist
TargetPath, LLC —Wilsonville, OR
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Studio Finance Manager
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Mortgage Operations & Growth Manager
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Self-Clearing Broker Dealer —New York, NY
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Manager - Facilities and Test Management JSC
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Tax Manager - Buffalo or Rochester
Allied CPAs, PC —Buffalo, NY
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Director of Client Relations [Financial Services / Wealth Management]
Globe Wealth Management —Concord, NH
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SpringTerra Consulting —Aspen, CO
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Project Manager | Commercial Interiors and Installation Projects
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Safety Director
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13d
Managing Veterinarian - New Practice Opening in Burlington
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Managing Director, Client Services (Loan Servicing)

New Mexico Finance Authority -
Santa Fe, NM

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Job Details

Full-time
$95,000 - $105,000 a year
14 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Cash flow analysis
Process audits
Team supervision
Cash flow monitoring
Financial analysis experience
Bachelor's degree
Legislation
Coordination (loan closing)
Customer support for financial loans
Verification (borrower information)
Legal compliance

Full Job Description

Managing Director, Client Services

The New Mexico Finance Authority (NMFA) in Santa Fe is seeking a qualified individual for the Managing Director, Client Services position. Works with credit-underwriting to communicate with clients to determine financial capacity of various revenue streams and viability of projects; determine project readiness for conditions needed for closing; and determine eligibility, terms, and readiness-to-proceed of applicants. Makes recommendations to approve, deny, or modify applications based upon applicant's financial condition. Monitors loan processes and applications to determine compliance with program rules and policies; reviews official statements for outstanding bond issues; makes requests to borrowers and agencies for updated financial information. Has a full understanding of the analysis of project applications; reviews applicant financial documentation, including three-year history of budgets and financial statements; matches revenue pledges with gross revenue projections; performs analysis of financial history to determine viability of revenue pledges and projections; reviews tax collection history, legal documents, and project support materials; evaluates project impact on existing debt structure; and evaluates existing bond ordinances and loan documents.

NMFA is New Mexico’s partner in building economic prosperity and stronger communities. The ideal candidate will have a bachelor’s degree and a minimum of eight years of experience in fund accounting, financial analysis, or budget management, five years of which should be in local or state government. Knowledge of New Mexico government financial management methods is desired. An understanding of tax codes, bonding issues and procedures as well as a clear understanding of audit processes, legislative practices, and cash flow analysis methods are essential. Proven leadership managing teams of lending professionals and support staff is preferred. This position reports to the CFO.

Interested candidates may submit a cover letter and resume to the attention of the HR Director, New Mexico Finance Authority, via email at [email protected].

Job Type: Full-time

Pay: $95,000.00 - $105,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Tuition reimbursement
Vision insurance

Application Question(s):

Do you now, or will you in the future require visa sponsorship?

Education:

Bachelor's (Preferred)

Experience:

Federal and state program partnerships: 3 years (Preferred)
Supervisory: 5 years (Preferred)
Fund accounting: 8 years (Preferred)
Financial analysis: 8 years (Preferred)
Public-private financing: 8 years (Preferred)
Bond issues and procedures: 5 years (Preferred)
Cash flow analysis: 5 years (Preferred)
Legislative finance practices: 3 years (Preferred)

Work Location: Hybrid remote in Santa Fe, NM 87505

Quick Apply

Refine Your Search

Managing Client Partner jobs

Managing Director, Client Services (Loan Servicing)

Crop Insurance Team Manager

Senior Project Manager

Tax Manager - Rochester or Buffalo

Sr. Project Manager

Managing Broker

Sales Operations Specialist

Project Manager, Client Implementations

Studio Finance Manager

Mortgage Operations & Growth Manager

Operations Director

Manager - Facilities and Test Management JSC

Tax Manager - Buffalo or Rochester

Director of Client Relations [Financial Services / Wealth Management]

Executive Assistant

Project Manager | Commercial Interiors and Installation Projects

Safety Director

Client Partner - Reddit

Service Operations Manager

Managing Veterinarian - New Practice Opening in Burlington

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