The Community Preservation Corporation

Financial Planning and Analysis

• Identify and structure capital to promote CPC growth and community impact
• Work with the Head of Capital Strategies, Finance team, and other leaders on CPC’s capitalization structure
• Provide guidance and expertise to executive management, subsidiaries, the Capital Allocation Committee, and the Board of Directors
• Ensure low-cost, efficient, flexible capital aligned with business goals
• Manage balance sheet, liquidity, capital, credit ratings, debt terms, financial covenants, and accretive new capital
• Build capital channels involving GSE loans, construction/permanent loans, project debt, corporate debt, capital recycling, and interest-rate hedging
• Incorporate market information into financial models to inform product pricing and structuring
• Lead capital markets transactions, bank facilities, and programmatic partnerships
• Support asset dispositions, refinancings, capital allocation, revenue generation, and business growth
• Collaborate with legal, risk, finance, technology/investment, and business leaders to structure compliant products
• Conduct qualitative and quantitative due diligence on prospective opportunities
• Analyze strategic alternatives including acquisitions, partnerships, and potential investments
• Build and maintain networks of investors, bankers, lawyers, rating analysts, and other market participants
• Assist with investor relations materials, activities, and events
• Assist in overseeing the rates desk and interest-rate reporting
• Support and help supervise the loan participations desk
• Cultivate and mentor junior team members

Director/Senior Director, Capital Strategies – Affordable Housing Finance

Insurance

• Provide oversight and guidance to CPC’s construction lending activities for affordable housing projects, mostly in upstate New York
• Provide expertise on compliance guidelines, procedures, and policies related to construction lending risk
• Assess and recommend mitigation of construction risk on individual projects and across the portfolio
• Oversee third-party inspecting engineers and architects, including consultant selection, requirements, expectations, quality, and compliance
• Review construction-related information at loan commitment, during construction, and at loan conversion
• Communicate with borrowers, contractors, and architects to identify and assess project budget, schedule, and other risks
• Prepare pre-construction and post-construction analysis reports
• Review monthly construction status reports and construction documentation
• Review Property Condition Assessment reports and advise on property condition, quality, and ongoing operational costs
• Provide training seminars to internal and external clients on construction risk guidelines, procedures, and policies
• Perform administrative duties related to construction portfolio management and documentation as necessary

Director, Construction Risk Management – Affordable Housing Finance

• Provide oversight and guidance for CPC’s construction lending activities, mostly for affordable housing projects in upstate New York
• Work with company-wide lending teams on construction lending risk compliance guidelines, procedures, and policies
• Assess and recommend mitigation of construction risk on individual projects and across the portfolio
• Oversee third-party inspecting engineers and architects, including consultant selection, requirements, quality, and compliance
• Review construction-related information at loan commitment, during construction, and at loan conversion
• Communicate with borrowers, contractors, and architects to identify and assess budget and schedule risks and recommend mitigations
• Prepare pre-construction and post-construction analysis reports
• Review monthly construction status reports and construction documentation
• Review Property Condition Assessment reports and advise on property condition, quality, and ongoing operational costs
• Provide construction risk training seminars to internal and external clients
• Perform administrative duties related to construction portfolio management and documentation as necessary

Assistant

• Assist officers with due diligence support for the origination, closing, and conversion of multifamily loans
• Ensure necessary loan documents are accurate and delivered to Portfolio Services in a timely manner
• Order, review, and track credit, appraisal, engineering, and environmental reports
• Process invoices for payment and prepare environmental report memos
• Review construction contracts, insurance binders, and other closing/conversion materials
• Review loan applications and complete due diligence on borrowers and development teams, including reference and credit checks
• Prepare term sheets and commitment letters with mortgage officers after loan approval
• Review SONYMA commitments for pension fund permanent loans
• Prepare construction, permanent, Freddie Mac, and SONYMA loan packages for Portfolio Services
• Oversee document scanning to Navigator
• Perform market research for individual projects
• Maintain and frequently update loan pipeline status
• Coordinate with closings coordinators, borrowers, borrower teams, mortgage officers, and Portfolio Services to complete closing packages
• Provide closing checklists and track received items until files are complete
• Participate in closing calls and schedule closing dates
• Maintain contact lists and coordinate events, conferences, sponsorships, and ticket purchases with External Affairs and mortgage officers
• Act as Office Manager for the Central Region/Syracuse field office, including supplies, invoices, expense reports, travel, meetings, and administrative duties
• Maintain office administrative and project files
• Keep office attendance records and report monthly to CPC Central Office
• Prepare monthly Mortgage Officer American Express expense reports

Assistant Mortgage Officer – Multifamily & Affordable Housing Lending

• Assist mortgage officers with due diligence support for origination, closing, and conversion of multifamily loans
• Ensure loan documents are accurate and delivered to Portfolio Services in a timely manner
• Order, review, and track credit, appraisal, engineering, and environmental reports
• Process invoices for payment and prepare environmental report memos
• Prepare closing packages for construction, permanent, Freddie Mac, and SONYMA loans
• Review construction contracts, insurance binders, loan applications, borrower and development-team references, and credit checks
• Prepare term sheets and commitment letters with mortgage officers
• Oversee document scanning into Navigator
• Perform market research
• Maintain and update loan pipeline status
• Coordinate closing packages, checklists, conditions, conference calls, and closing dates with borrowers, attorneys, coordinators, mortgage officers, and Portfolio Services
• Maintain contact lists and coordinate events, conferences, sponsorships, and event-ticket purchases
• Act as Office Manager by ordering supplies, processing invoices and expense reports, scheduling travel and staff meetings, and performing administrative duties
• Maintain office administrative and project files
• Keep office attendance records and report monthly to CPC Central Office
• Prepare monthly Mortgage Officer American Express expense reports