Client Relationship Specialist, KEF

KeyBank • Superior, CO

1d • $71,000 - $125,000 • Hybrid

About The Position

Key Equipment Finance, a division of Key Bank National Association, provides tailored equipment lease and finance solutions for small-to-large commercial clients and government entities. Key Equipment Finance specializes in manufacturing, marine, transportation, renewable energy, and corporate aviation markets, as well as other capital assets. Additionally, Key Equipment Finance provides support for exposure management and sources additional liquidity for corporations looking to optimize their equipment finance administration. The Client Relationship Specialist (CRS) will work within a Bank-Channel specific region(s) to play a pivotal role within the Sales team, providing sales support from transaction identification to closing. The CRS will oversee all administrative activity for the Region team, including transaction inputs, review of pricing and rate locks, proposal generation, asset management request, and providing the KEF credit submission form for Bank underwriting, as well as reviewing credit approvals prior to completion to ensure accuracy of all transaction variables. Further, the CRS will be a front-line communicator and establish relationships with client operations staff to ensure complete and accurate documentation submittals through the collection of invoices, proof of payment, insurance, required UCC releases and other factors as identified.

Requirements

• Bachelor's Degree (required)
• Minimum 5 years of experience of documentation and account management in equipment leasing, secured lending, or commercial banking. (required)
• Thorough knowledge of the equipment finance sales process, including prospect identification, prospecting, pre-qualification, identification of key issues, proposal development and presentation skills. (required)
• Thorough knowledge of equipment finance documentation and processes, knowledge of Titled vehicle requirements and Aircraft Finance and KYC knowledge is a plus. (required)
• Superior time management skills, training and presentation skills, computer skills and strategic thinking. A working knowledge of computer-based pricing models, customer relationship management software, nCino, SuperTrump & Tableau reporting. (required)
• Proactive, detail-oriented, driven to work in a fast-learning environment. Ability to prioritize and reallocate workload in a dynamic, deadline-focused environment. Self-Starter and ability to get the job done. (required)
• Experience working with customers and remote sales teams. (required)

Nice To Haves

• Knowledge of both commercial & Industrial financing sectors as well as syndications buy/sell is preferred.

Responsibilities

• Must be adaptable to multiple situations, able to switch tasks frequently, be a self-starter with strong attention to detail while managing multiple priorities.
• Have a strong ability to effectively communicate and provide industry leading customer service in a demanding transactional environment to support internal and external clients.
• Participate in cross functional activities and act as a liaison between clients and internal stakeholders (credit, asset management, pricing, contract/account managers, bankers, etc.) for transaction structuring and submittals through the entire sales process to closing.
• Work with EFOs and bank RM’s to prepare credit facility submittals for underwriting and assist in creating client proposals, pricing runs, and document requests.
• Be a point of contact for clients, Bank Relationship Managers, and internal partners.
• Review and refine, where applicable, Processes and Procedures and look to employ best practices.
• Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description, and location; pricing; tax; and other internal transaction parameters.
• Understand product, pricing, and documentation structures.
• Identify core contractual issues and suggest resolution while maintaining adherence to credit, legal, compliance and company policy and procedure.
• Participate in projects as directed by management or business needs and performs other duties as assigned.
• Opportunity to meet with clients, overnight travel approximately 10%-15% to be considered.
• 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.
• Lead cross functional activities to finalize underwriting, leasing terms and conditions, and funding in a timely fashion in accordance with delegations of authority.
• Ability to set appropriate and realistic expectations, both internally and externally, regarding transaction conditions and turn times.
• Maintain and update pipeline activity, as needed, through online sales management tool to produce a timely and accurate forecast.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level