Jill Flynn
Omaha,NE
Summary
Accomplished Vice President in Housing & Community Development, recognized for fostering accountability and performance excellence. Skilled in decision-making and critical thinking, with a history of driving results through comprehensive business strategies and mentorship.
I have been in the affordable housing industry for 8 years. I started my current role as Director and had to learn the industry very quickly to submit apps a mere 30 days in. I was promoted to VP in January 2024 due to my knowledge and professionalism. Oversee and track the development process of projects funded through low-income housing tax credits. During my career I have assisted in developing over 1,000 rental units through 8 closings.
Overview
16
16
years of professional experience
Work History
Vice President of Housing & Community Development
Cornerstone Associates, LLC
12.2016 - Current
- Led strategic initiatives to enhance operational efficiency across multiple departments.
- Developed and implemented comprehensive business strategies aligning with organizational objectives.
- Mentored senior leadership, fostering a culture of accountability and performance excellence.
- Analyzed market trends to identify growth opportunities and inform decision-making processes.
- Analyzed industry trends to inform strategic planning and identify new business opportunities for growth.
- Provided strong leadership to enhance team productivity and morale.
- Reviewed and analyzed reports, records and directives to obtain data required for planning department activities.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Represented organization at industry conferences and events.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Communicated business performance, forecasts and strategies to investors and shareholders.
- Plan pre-development activities for creating multi-family housing utilizing LIHTC
- Assembly, preparation, review and submission of applications for: Bond Inducement, Tax Credit, Fee Waivers, EV Charging Grant,
- Research on Market Demand, demographics, housing needs in each community
- Funding application submission in various states, ensuring compliance with Qualified Allocation Plan.
- Understanding QAP Rules & Regulations
- Knowledge of 9% and 4% Federal Tax Credits, Tax-Exempt and Taxable Private Activity Bonds, State Tax Credits (if applicable), Housing Trust Funds, HOME/CDBG Funding, Federal Home Loan Bank Funding, Tax Increment Financing (TIF), Local Economic Incentives,
- Submit RFP Proposals
- Title Insurance
- Review Architect Plans for accuracy and extracting data for application
- Engage (Order) 3rd Party Reports such as Market Study, Phase I Environmental (ESA), Energy Certification.
- Estimating future Property Taxes
- Negotiate partnerships with service providers to implement service programs at properties
- Relations with Housing Authorities and State Agencies
- Compliance Reporting: Section 3, MBE/WBE/DBE
- Due Diligence/Closings (Investor/Lender Requirements)
- Carryover/Milestone/Final Cost Application submission – Cost Certifications
- Tracking progress……from beginning of cycle (finding sites) to application, award, construction, Certificate of Occupancy, 8609.
- Hired two new teams members (Karly & Linda)
Business Banking Officer, Vice President
Bank of the West
03.2016 - 11.2016
- Cultivated strong client relationships through personalized banking solutions and exceptional service experiences.
- Analyzed financial data to assess creditworthiness and develop tailored lending proposals for clients.
- Streamlined loan processing procedures, enhancing efficiency and reducing turnaround times for approvals.
- Collaborated with cross-functional teams to implement risk management strategies aligned with regulatory requirements.
- Generate new business loans, lines of credit, deposit accounts, cash management, and merchant through prospecting companies $2 - $10 million in annual revenue.
- Develop new business banking relationships independently and in partnership with branches.
- Expand existing customer relationships through cross-selling products and services the bank offers.
- Utilize ProspectNow website for gaining knowledge on commercial real estate loans in Omaha area.
- Refer clients to Wealth Management group for investments and private banking.
- Build COI relationships with CRE Brokers, Business Brokers, CPA’s, and Attorneys.
- Manage appointments and account notes in TouchPoint database.
- Exceeded ramp-up period and Q3 goals for loans, deposit accounts, and merchant sales.
Small Business Specialist, Branch Manager
U.S. Bank, N.A.
09.2009 - 02.2016
- Developed tailored financial solutions for small business clients, enhancing client satisfaction and retention.
- Analyzed client needs to recommend appropriate banking products, improving service delivery efficiency.
- Collaborated with cross-functional teams to streamline processes, increasing operational effectiveness for small business services.
- Mentored junior staff on best practices in customer engagement and product knowledge, fostering team growth.
- Managed client relationships through regular follow-ups, ensuring consistent communication and support for their financial goals.
- Meet with business owners that are referred by retail branches for specialized business banking products, focusing on small businesses with annual revenues less than $1 million.
- Assist business owners with opening new deposit accounts that fit their needs.
- Facilitate financing in the form of term loans and lines of credit for real estate, equipment, vehicles, working capital, and overdraft protection.
- Consult clients on the best way to process payables through offering credit cards.
- Sell Treasury Management services such as SinglePoint Essentials, Wire Transfer, ACH, and Deposit Express.
- Prospect for Payment Solution referrals for local Elavon partner.
- Send referrals across business lines including Private Client Group, Commercial Banking, Mortgage, Insurance & Investment, and Trust Services.
- Attend local networking events, ribbon cuttings, and after-hours to meet new business owners.
- Nebraska Notary, Registered Mortgage Loan Originator with the NMLS, and member of RMA.
- Quarterly Star of Excellence winner in 2013, 2014, and 2015.
- #2 Small Business Banker in loan volume of 2015.
- #1 in Retain & Deepen for growing client portfolio in 2013.
- Selected to facilitate client case study during 2014 Academy of Banking for U.S. Bank Small Business Bankers in Las Vegas.
- Selected to serve on Community Banking panel for 2013 annual meeting in Minneapolis.
Education
Bachelor of Science - Business Administration
University of Illinois At Springfield
Springfield, Illinois, ILSkills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Strategic planning
- Results-driven
- Documentation and reporting
- Data analysis
- Metrics tracking
- Organization, Planning, Communication
- Proactive vs Reactive
- Problem Solving
- Attention to details
- Dedicated to getting the job done right and in a timely manner
- Goal oriented
- Thoroughly think things through
- Independent learner, able to research and figure things out on my own
- Procorem, Onedrive/SharePoint, DropBox, CMTS
Accomplishments
- Nebraska Notary
- Quarterly Star of Excellence winner in 2013, 2014, and 2015.
- #2 Small Business Banker in loan volume of 2015.
- #1 in Retain & Deepen for growing client portfolio in 2013.
- Selected to facilitate client case study during 2014 Academy of Banking for U.S. Bank Small Business Bankers in Las Vegas.
- Selected to serve on Community Banking panel for 2013 annual meeting in Minneapolis.
- Vice President of CenterSphere Networking Group, Chapter 1310.
Timeline
Vice President of Housing & Community Development
Cornerstone Associates, LLC
12.2016 - Current
Business Banking Officer, Vice President
Bank of the West
03.2016 - 11.2016
Small Business Specialist, Branch Manager
U.S. Bank, N.A.
09.2009 - 02.2016
Bachelor of Science - Business Administration
University of Illinois At Springfield