Lincoln Savings Bank · 5 months ago
Tax Credit Portfolio Manager - Ankeny or Des Moines, IA
Ingersoll, Des Moines, IA, US
Full-time
Onsite
Mid Level
3+ years expLincoln Savings Bank is a financial institution seeking a Tax Credit Portfolio Manager. This role involves serving as the primary resource for loan customers, preparing cash flow analyses, advising loan officers, and monitoring existing loans to ensure compliance and quality.
BankingFinanceFinancial Services
Responsibilities
Serves as the primary resource and liaison with the loan customer to assure that requests are responded to quickly and effectively. Assures that the day-to-day needs of the customer are met
Prepares cash flow and collateral analysis for presentation to lenders and subsequently credit administration and loan committee to ensure optimum credit quality, profitability, and policy adherence
Advises loan officers on the structure of credit presentations, serves as the regional liaison with credit administration department in the review and approval of loan presentations and monitors loans through the approval process
Monitors existing loans to ensure complete conformity with terms and credit quality. Utilizes internal reports to recommend and implement corrective action when necessary to ensure the stability of the loan portfolio
Conducts assessments of collateral to ensure quality and soundness of the Southern Metro (Des Moines) region loan portfolio. This may include construction inspections
Represent the bank in a positive light in all professional duties
Participation in civic and community affairs to promote a strong, involved community image for the bank
This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank
Qualification
Required
Bachelor's degree in finance or related field required
3 to 5 years commercial loan or credit experience required
Excellent communication skills
Ability to work independently
Valid drivers license for all business travel
Preferred
Prior tax credit financing experience is recommended
Company
Lincoln Savings Bank
Lincoln Savings Bank offers banking options including checking and savings accounts, mortgages, and commercial real estate loans.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$45MKey Investors
EJF Capital
2018-12-04Private Equity· $30M
2015-03-20Series Unknown· $15M
Leadership Team
Emily Girsch
Interim President & CEO | Community Banking Leader
Alex Pate
First Vice President, Chief Transformation Officer
Recent News
Business Wire
2025-08-19
2025-08-06
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