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Sr. Account Executive – Private Debt
| Company | KeyBank |
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| Location | Superior, CO, USA |
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| Salary | $80000 – $130000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, MBA |
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| Experience Level | Senior |
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Requirements
- Prior experience related in finance & banking operations; portfolio management; loan accounting; credit underwriting; pricing; loan documentation and servicing;
- Experience with traditional commercial lending products (term loans, revolving loans, equipment finance products, treasury and cash management products, DDA account, and hedging instruments).
- Some structured finance experience with at least a junior level assignment in asset based lending, structured securitizations, and lender finance.
- Bachelor’s Degree required with concentration in business or finance; MBA preferred;
- 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;
- Proven communication and negotiation skills both written & oral;
- Proven organizational and relationship building skills;
- Demonstrated ability to analyze business and financial reports, with experience utilizing spreadsheet software (Microsoft Excel).
Responsibilities
- Managing a portfolio of loan facilities associated with the Specialty Finance Lending (SFL) portfolio.
- Facilitating a range of operational activities relating to the ongoing management; risk monitoring; loan administration; account maintenance; and customer service.
- Taking a lead role on a variety of operational activities and a supportive role on some business development activities in collaboration with the SFL business development team.
- Facilitating and managing due diligence, transaction documentation, loan closing & booking, advances/paydowns, interest and fee accruals and settlements; loan covenant and borrowing base compliance; performance monitoring; monthly servicer report reviews, account maintenance; drafting & submitting credit proposals; general troubleshooting as necessary; direct interfacing with clients and co-lenders; and some business development activities associated with existing clients and new business opportunities.
- Assisting the SFL Sale Personnel in developing and implementing the appropriate strategy for closing and managing loan activity associated with either amendments; renewals; waivers; as well as other facility changes for new and existing customer accounts.
- Assuming a lead role in coordinating and managing all ongoing account management activities in collaboration with personnel from various internal departments and external entities.
- Participating in various pre- and post-closing due diligence tasks relating to new and existing finance facilities.
- Helping facilitate the underwriting process of new and existing customer accounts by collecting and analyzing operating, financial, and market data/information on the client and portfolio as requested by SFL Underwriting & Credit.
- Collaborating with various SFL and other KeyBank departments and personnel to manage and complete all legal documentation; closing and post-closing account administrative activities for both new and existing finance/loan facilities.
- Coordinating the periodic review of servicer reports; investor settlement reports; financial statements and reports; and borrowing base certificates & reports to ensure timely adherence with the facility requirements and covenant compliance, and Loan availability.
- Managing all direct communications with bank/investor participants as needed on all settlements of principal balances; interest and fees; borrowing base reports; servicer reports; annual audits; post-closing items; and any other ongoing servicing issues that arise.
- Assisting the SFL Syndications Team in the closing of joinders; amendments; waivers; etc. associated with either reducing existing exposure or creating additional financing availability for new and existing customer accounts.
- Participating in the cross-selling of Key Bank products & services, as well as tracking of cross-sell revenue, to existing clients on an ongoing and periodic basis.
- Attending periodic meetings with prospective and existing clients, as well as industry-related conferences in order to further develop market knowledge.
- Completing any other tasks relating to the administration of the SFL portfolio as requested by management.
Preferred Qualifications
