CDLI Team Leader

KeyBank•Salt Lake City, UT

1d•$160,000 - $334,000•Hybrid

About The Position

KeyBank’s Community Development Lending and Investment Team is looking for an experienced leader to join as Team Lead for the Western Region. This role will be responsible for strategic growth and business development activities for Key’s Community Development Lending and Investment businesses. The individual will lead a team of professionals providing advice and capital solutions including acquisition, construction, interim financing, permanent mortgages, tax credit equity, and deposit and cash management services targeting affordable housing and community development owners, acquirers and managers. The Team Leader for CDLI drives community development, commercial lending production, and financial results through the management of a Community Development Lending & Investment (CDLI) sales team across multiple markets, Districts and Region(s) to assure continued Outstanding CRA ratings and drive meaningful revenue.

Responsibilities

Manage the financial performance of the Community Development Lending & Investment Sales Team within one or more Regions, delivering CDLI’s contribution margin and revenue growth while meeting or exceeding the CRA and community impact responsibilities in the communities served by the Bank nationally.
Drive a high-quality profitable portfolio within the CDLI region(s) by developing market area strategies, enhancing sales effectiveness and implementing a disciplined sales and credit culture.
Manage mission focused growth utilizing multi-layer funding structures including Low Income Housing Tax Credits.
Provide leadership and guidance to team of Bankers regarding appropriate client and deal selection as well as appropriate pricing and credit risk parameters.
Aggressively develop CDLI client relationships, acts as a catalyst for Key in the Community and effectively works external business centers of influence for opportunities.
Identify and keep sales teams in regular contact with high profile COIs, clients, and traditional Community Development project funders though out the team’s geographies.
Proactively identify issues developing in LMI and affordable housing markets and takes action to avoid adverse impact on the community bank image.
Effectively disseminate information to internal/external clients regarding Key’s positive impact and influence on the communities served through CDLI’s lending and tax credit investments.
Seek to identify team’s PR opportunities and high-profile project internal and external PR opportunities.
Ensure that products and services are delivered in a quality manner and in accordance with desired service levels.
Assure team members effectively partner with other KeyBank teams (such as Commercial Mortgage, Payments/Deposits, and Capital Markets) leveraging expertise and delivering exceptional client satisfaction.
Act as a trusted advisor to a team’s current and future most profitable relationships.
Actively participate in Industry conferences/workshops and promote employee engagement activity, serve on community-based boards and committees to represent Key within Districts and Region(s).
Drive performance of the CDLI sales team, provides development plans, monitors progress, provides ongoing recognition for successes and acts on performance issues.
Work collaboratively with leadership to develop effective market strategies that generate scalable opportunities for the CDLI team.
Coach and directs the team sales efforts by ensuring consistent and targeted sales processes.
Select, hires and coaches for retention of a high-quality work force and talent development.
Serve as a liaison between the CDLI team and various areas of the bank to resolve sales problems or answer questions.
Provide support for sales and product training programs for CDLI Bankers & Associates and recommends new training programs to address specific needs.
Promote the 1Key Philosophy to team.
Encourage cross vertical collaboration to deepen client relationships enterprise wide.
Ensure that the team is informed of new products, pricing model changes, stays abreast of industry changes, services and delivery alternatives.
Partner with Credit Administration, Loan Operations, Real Estate Services, and other support partners to maintain credit quality goals in line with Keys moderate risk profile.
Ensure that loans are closed in compliance with credit approval, required documentation is executed, and booked accurately.
Take risk management ownership of existing loan portfolio and works with team to proactively identify, mitigate and resolve any elevated risk concerns.
Actively participate in Industry conferences/workshops and serving on community-based boards and committees to represent Key within the market.
Lead a team in accordance with internal policies, laws and regulations and complete risk training by defined due dates.
Identify and know the risks specific to your role, consistently adhere to defined procedures/controls mitigating these risks within appropriate timeframes.
Complete any identified issues/findings and risk corrective action plans within defined timeframes.
Align pricing and leverage capital to support business strategies and acceptable risk adjusted returns, as applicable by line of business.
Demonstrate sound understanding of the fundamentals of credit and investment analysis in line with Keys desired risk profile.
Consistently identify and assess materiality of risks and appropriately mitigate/match with transaction return expectations.
Productive relationship with credit partners characterized by collaborative deal making and full and timely disclosure of transaction risks.
Consistent loan/investment portfolio performance over longer-term horizon.
Assist with regulatory and compliance exercises as required for both internal and external parties.