Director, Public Finance

First National Bank•Minneapolis, MN

2d•Onsite

About The Position

The primary responsibility of this role is to provide comprehensive support to both the Issuance Specialist and CD Specialist through a variety of task-driven duties. The ideal candidate will demonstrate excellent time management skills and the ability to effectively balance and organize a dynamic workload. This role requires a high level of attention to detail to ensure all work products are accurate, thorough, and of the highest quality. The individual will act as a reliable partner, enabling the Issuance and CD Specialists to operate efficiently and meet deadlines. The ideal candidate will have relevant experience in Public Finance, paralegal work, and administrative support. This background will provide a strong foundation for understanding the complexities of the Issuance Specialist and CD Specialist roles. Experience in these areas will contribute to efficient task management, attention to detail, and the ability to navigate regulatory or legal documentation related to the role.

Requirements

2 + years of relevant experience in Public Finance
Background in paralegal work
Administrative support experience
A strong foundation in understanding the complexities of the Issuance Specialist and CD Specialist roles
Experience in efficient task management with attention to detail
Ability to navigate regulatory or legal documentation related to the role
2+ years of experience involving document preparation, deal management, coordination between multiple parties, and management of financial and legal documentation
Unrestricted work authorization and not require future sponsorship
Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.

Responsibilities

Draft preliminary deal documents for Issuance Specialist, including: Distribution lists, Contracts, Closing Memorandum templates, Wire calculation forms
Review legal documents related to bond sales to support the Issuance Specialist
Independently manage select bond transactions (Minnesota and Iowa Deal Management)
Collaborate with Analysts to communicate new issues with bond attorneys
Ensure all statutory and regulatory requirements are met prior to bond sales
Draft all preliminary documents associated with bond transactions
Serve as the primary liaison among attorneys, issuer, internal teams throughout the bond issuance process
Coordinate communication to facilitate a successful bond sale and closing
Calculate and confirm wire amounts for bond closings
Coordinate the execution of bond closing documents with legal counsel
Write and distribute the final closing memorandum to all relevant parties
Review all legal documents associated with the transaction, such as: Resolutions, Closing documents, Lease documents, Bond Purchase Agreements, Legal Opinions
Facilitate and manage the bond closing on the designated closing date
Maintain accurate books and records related to the bond issue and ensure all parties have signed off
Support Analysts and Continuing Disclosure tasks by managing County Auditor Certificate requests: Communicate with counties to request required data, prepare letters/forms/draft emails, and file returned documents
Track responses, payments, and ensure invoices are submitted for processing
Take on invoice requests from Bankers and Issuance Specialist pertaining to the issuance of new bonds or professional services offered
Working with accounting to generate invoice, Emailing invoices to Closers, Bankers or directly to client
Proofread, format, and assemble reports, forms, and client-facing materials
Preparing and/or analyzing complex financial reports
Serve as a point of contact for clients and colleagues, ensuring professional and timely communication
Perform general department organization, including updating databases, maintaining records, and supporting project workflows: MASTER Issuer Request Workbook (for CACs), Keeping Shared City/County Contact records up to date (outlook), Public Finance Fiscal Revenues (invoice tracking), MASTER DissemLog (for CD tracking), Salesforce entries