Account Executive, Asset Manager - Specialty Finance Lending

KeyBank•Superior, CO

7d•Hybrid

About The Position

The Account Executive manages a portfolio of loan facilities within Specialty Finance Lending (SFL), serving as the primary interface for clients and investors. The role oversees loan administration, risk monitoring, account maintenance, and customer service, while supporting business development and collaborating with internal and external stakeholders to execute and manage complex structured finance transactions. The position is based at 1000 South McCaslin Boulevard in Superior, Colorado. Key prioritizes in-office presence while providing flexible options where roles can be performed effectively in a mobile environment. The role offers a base salary range of $80,000 to $150,000 annually, with eligibility for incentive compensation that may include production, commission, and/or discretionary incentives. Placement within the range depends on factors including skills, experience, and geographic location. The posting expires December 1, 2026.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, or a related field, or equivalent experience.
At least 5 years of Corporate or Commercial Banking experience, including a minimum of 3 years in portfolio management, finance or bank operations, and/or credit related to Structured Finance and/or the Equipment Finance market.
Proven written and oral communication and negotiation skills.
Proven organizational and relationship-building skills.
Ability to analyze business and financial reports and experience using spreadsheet software, including Microsoft Excel.
Ability to interpret financial statements and borrowing base reports.
Ability to manage multiple complex transactions and deadlines.
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Nice To Haves

Master's degree in Business Administration or a related field.
Experience supporting business development and cross-selling initiatives.
Skill with Microsoft Excel and other financial reporting tools.

Responsibilities

Lead administration of assigned loan facilities, including documentation, closing, booking, and ongoing transaction management.
Coordinate and approve advance and paydown requests, interest and fee settlements, and covenant compliance.
Manage facility changes and restructurings, including amendments, renewals, waivers, and joinders.
Coordinate with internal and external counsel on drafting, review, and execution of loan and security, trust, custodian, depository account control, and servicing agreements.
Serve as the primary contact for clients and borrowers, agent banks, co-lenders, collateral and custody agents, backup and third-party servicers, and auditors; manage communications and servicing issues.
Prepare and manage borrowing base and servicer reports, along with reports on portfolio performance, risk trends, and compliance.
Facilitate pre- and post-closing due diligence, annual audits, and risk assessments.
Develop servicer due-diligence questionnaires, agendas, and summary analyses.
Coordinate annual facility audits for assigned loan facilities.
Advise management on operational and credit risks based on audit findings and portfolio analysis.
Draft and distribute lender and credit memoranda related to renewals, amendments, waivers, and new transactions.
Support underwriting for new and existing customer accounts by collecting and analyzing financial and client or market data and credit-support documentation.
Collaborate with internal teams, including Sales, Underwriting, Syndications, Legal Counsel, Servicing, Derivatives, and ECP, and with external parties such as borrowers, legal counsel, custodians, and 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 and internal and external stakeholders.
Perform other duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct, avoiding conflicts of interest, and acting in the best interests of Key and its clients.