Account Executive, Asset Manager - Specialty Finance Lending

About the role

Location: 1000 South McCaslin Boulevard, Superior Colorado

Job Summary

The Account Executive is responsible for managing a portfolio of loan facilities within the Specialty Finance Lending (SFL) business. This role serves as the primary interface for clients and investors, overseeing loan administration, risk monitoring, account maintenance, and customer service. The position also supports business development efforts and collaborates with internal and external stakeholders to ensure the successful execution and ongoing management of complex structured finance transactions.

Essential Functions

• Lead the administration of assigned loan facilities, including all loan documentation, closing, booking, and ongoing transaction management.
• Coordinate and approve all advance/paydown requests, interest and fee settlements, and covenant compliance.
• Manage all changes to new and existing client/borrower loan facilities associated with amendments; renewals; waivers; joinders; as well as other loan restructurings.
• Coordinate with internal & external counsel the drafting, review, and execution of legal documentation loan & security agreements; trust agreements; custodian agreements; depository account control agreements; servicing agreements; etc. (discuss…maybe too detailed)
• Act as the primary contact for clients/borrowers, agent banks, and co-lenders, as well as collateral/custody agents; back-up & third-party servicers; and auditors, managing communications and servicing issues.
• Prepare and manage borrowing base and servicer reports for clients/borrowers, as well as various reports on portfolio performance, risk trends, and compliance.
• Facilitate pre- and post-closing due diligence, annual audits, and risk assessments.
• Develop detailed due diligence servicer questionnaires, agendas, and summary analysis.
• Coordinate annual facility audits for each assigned loan facility.
• Advise management on operational and credit risks based on audit findings and portfolio analysis.
• Draft and distribute various lender and credit memos related to renewals, amendments, waivers and new transactions.
• Help facilitate the underwriting process of new and existing customer accounts by collecting and analyzing financial, client/market data and various credit underwriting support documents to support credit proposals.
• Collaborate in person with internal teams (Sales, Underwriting, Syndications, Legal Counsel, Servicing, Derivatives, ECP) and external parties (borrowers, legal counsel, custodians, auditors).
• Support syndication activities and cross-sell bank products to existing clients.
• Review and validate servicer reports, borrowing base certificates, and financial statements.
• Ensure timely and accurate reporting to lenders, as well as internal and external stakeholders.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

• Bachelor's Degree Finance, Accounting, Business Administration, or a related field, or equivalent experience (required)
• Master's Degree in Business Administration or related field (preferred)

Work Experience

• 5+ years of Corporate / Commercial Banking experience with a minimum of 3 years specific to portfolio management, finance/bank operations, and/or credit related to Structured Finance and/or the Equipment Finance market (required)
• Proven communication and negotiation skills both written & oral (required)
• Proven organizational and relationship building skills (required)
• Demonstrated ability to analyze business and financial reports, with experience utilizing spreadsheet software (Microsoft Excel) (required)

Skills

• Ability to interpret financial statements and borrowing base reports.
• Strong written and verbal communication and negotiation skills.
• Proven ability to build and maintain client and investor relationships.
• Capable of managing multiple complex transactions and deadlines.
• Skilled in Microsoft Excel and other financial reporting tools.
• Ability to support business development and cross-sell initiatives.

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Work Location Category

• COMPENSATION AND BENEFITS

Pay and benefits

This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

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