Lucas Visser

Experience

1. Vice President, Portfolio Manager

   J.P. Morgan

   May 2022 — Present · Bloomfield Hills, MI, US

   Manage investments in historic tax credit redevelopments at various stages, including pre-closing,construction, and stabilization, for market rate, workforce, and affordable housing projects• Serve as subject matter expert on historic tax credits from a financial perspective for team, acting as the lead for complex technical issues that come up regularly in a deal’s life cycle• Provide final sign off on behalf of the bank on financial documents (financial projections, reasonableness opinion, operating agreements, and tax opinion) for all deal closings• Manage the deal closing process for new projects, including reviewing due diligence, participating innegotiations, and constant coordination with internal and external deal parties to ensure a smooth close• Prepare and present investment approval documents to HTC investment committee, focusing on dealimpact, underwriting, and other technical complexities with the deal• Oversee annual financial, audit, and tax compliance reviews, performing final reviews of all reports toensure proper compliance and financial risk mitigation for all portfolio deals• Act as interface with internal partners including Corporate Tax, Finance, and Controllers• Regularly communicate with project sponsors across the portfolio to remain informed on deal status and progress, and to collect on-going regulatory compliance required for our investments• Creating and leading technical financial and tax trainings for internal team development

Education

• Western Michigan University - Haworth College of Business

  BBA, Accounting

  2010 — 2014

• Michigan State University - Eli Broad College of Business

  MS, Accounting

  2014 — 2015