Due Diligence Coordinator - LIHTC

Role overview

The Due Diligence Coordinator supports project managers through the closing and review of equity investments tied to affordable rental housing financed with Low-Income Housing Tax Credits (LIHTC). The position also handles equity disbursement processing and keeps an eye on LIHTC partnership obligations through stabilization.

This is a customer-focused role that serves both internal teams and external partners. The coordinator helps create a smooth experience by managing document movement across all parties involved in each equity transaction, organizing third-party reviews, reviewing and approving selected due diligence items, preparing materials for investor review, and helping ensure equity payments are issued accurately and on schedule. The work requires a strong sense of urgency, flexibility when priorities shift quickly, and occasional travel for limited site visits, off-site training, and company events. The role reports to the AVP, Due Diligence.

Key duties

• Set up and maintain due diligence portal sites for project closings, and when needed, for post-closing equity installments; manage access for the right stakeholders and keep files properly stored and labeled.
• Build and update due diligence checklists with detailed status notes, and coordinate with project managers and outside counsel so the checklist is current and shared before working group calls.
• Join project due diligence and financing calls, build strong relationships with project partners, and answer questions about the process or supporting documents.
• Share approved due diligence materials with investors and support project managers in responding to investor questions and information requests.
• Check due diligence packages for completeness and accuracy, including proper signatures and dates.
• Prepare closing binders after lower-tier project partnership closings and move them from the portal to the company network.
• Work with project managers on insurance waiver requests for internal review and, when needed, investor approval; coordinate with third-party insurance consultants to secure required certificates for closing and equity disbursements, and help revise project-specific insurance terms in partnership agreements.
• Coordinate environmental reviews, including communication with third-party environmental firms and payment processing, and help ensure environmental reports are current for closing.
• Coordinate ordering of background searches and make sure updated searches are in place for closing when required.

Qualifications

The ideal candidate has a bachelor’s degree in real estate development or a related field such as finance, accounting, or urban planning. Four to six years of LIHTC experience is required, and prior work on a LIHTC closing team is strongly preferred. Experience with escrow processes is also preferred.

The role calls for excellent organization, close attention to detail, the ability to work with limited supervision, and comfort in a fast-moving, deadline-driven environment. Strong communication skills are important, including the ability to present clearly to clients and the public. The candidate must handle confidential and unusual information with strict discretion, build effective working relationships across teams and external stakeholders, and understand core areas of real estate development, land use and entitlements, acquisition due diligence, and site planning/design. The person must follow all applicable regulations, policies, procedures, and instructions, and communicate professionally and respectfully with coworkers, management, clients, and others.

Compensation and benefits

The estimated hiring range is $95,000 to $110,000, excluding fringe benefits and any potential bonus. This role is eligible for a performance bonus. Final pay depends on factors such as location, skills, education, licenses, certifications, and experience. The employer emphasizes pay equity and notes that offers near the top of the range are reserved for exceptionally qualified candidates.

Benefits include paid time off, medical coverage, dental coverage, life insurance, disability insurance, HSA/FSA accounts, retirement benefits, rewards programs, and additional offerings.

Equal opportunity

The company and its affiliates provide equal employment opportunity regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other protected characteristic under applicable law. Reasonable accommodations may be provided to enable individuals with disabilities to perform essential job functions.

Applicants are entitled to rights under federal employment law, including the Know Your Rights notice from the Department of Labor.