Senior Account Manager - Key Equipment Finance

About KeyBank At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day. Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally. Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.

KeyBank

For every financial need, we'll meet you in the moment. KeyBank Opens Doors.

Retail BankingCommercial BankingEquipment LeasingFinanceand Investments

K

key.com

10,001+ employees

Banking

Cleveland , Ohio

Public Company

137k LinkedIn followers

Raised $3.3B

• Depending on the business group being supported, the Senior Account Manager is responsible for some, or all, of the following
• Prepare, review equipment finance documentation packages in conformance with Credit approval requirements, KEF policies, procedures and risk management practices.
• Have a high generalist level knowledge of support areas that include Credit, Pricing, Sales/Property Tax, Asset Management, Legal and Booking/Account Maintenance to effectively drive transactions to closing.
• Appropriately exercise delegated prerelease, documentation and funding authority within Schedule of Authority guidelines up to $7,500,000.00, ensuring that pricing, structure, product, asset, credit/underwriting, compliance and tax policies and procedures have been adhered to.
• Proactively communicate with Sales, sources and borrowers to ensure all relevant parties are aware of the current status of their transactions, pending items awaited, and ensure the timely completion of each financing transaction.
• Perform various functions to support billing processes and work with customers to resolve overdue bills and collecting payments
• Ensure all required customer verification procedures are followed prior to funding, or exception approval obtained, consistent with KEF’s goal to minimize fraud related losses.
• Strong knowledge of all relative systems including Salesforce/nCino, Aspire, NetDocuments, SuperTrump, Vertex O, Lexis Nexis, CT Lien, Master Compliance Application, DocuSign and eOriginal.
• Ability to mitigate KEF risk exposure by recognizing red flags/potential structure, credit and documentation risks and/or escalate issues to the appropriate individuals/departments.
• Demonstrate creative thinking skills and ability to develop creative solutions for complex, highly structured, "out of the box" challenges.
• Ability to work independently and take initiative in daily job functions.
• Works effectively in a high demand environment, demonstrating the ability to remain calm, positive and professional in emotionally charged situations.
• Displays active engagement and motivation in times of conflict or misunderstandings to respectfully, professionally and timely de-escalate and mitigate the issue at hand.
• May serve as a Subject Matter Expert by providing direction and training to team members within the business or other support functions, on questions as they arise.
• Assist with process improvement and efficiency initiatives within KEF.
• Perform daily/monthly audits as part of departmental Quality Assurance initiative.
• Other duties, special projects, and reports as assigned.
• Bachelor’s Degree in Business, Economics or Finance or equilivant work experience
• 7+ years experience documenting financing transaction documentation, or 10+ years of other financial services experience
• Strong technical expertise regarding equipment financing products, documentation (operation), pricing models, collateral perfection, sales/property tax rules and pre-booking systems entries
• Demonstrated ability to collaborate and work well in a team environment
• Comfortable working in a fast-paced environment and ability to self-prioritize assignments
• Proficiency with various systems and tools used in the business (i.e. nCino, Salesforce, Aspire, DocuSign, Microsoft tools)
• Ability to organize information, recommend solutions, communicate and collaborate with peers and managers
• Strong interpersonal, verbal & written communication skills
• Experience leading and participation in Project Team(s) outside of normal day to day activities
• Ability to multi-task and perform at high levels on several complex transactions involving multi-functional areas
• Provide mentoring to more Junior team members and create and manage training plan for those applicable. Status and results reporting on training
• Self-starter. Confidence in ability and knowledge to pro-actively engage and proceed forward without management direction within Policies and Procedure guidelines
• Experience in analyzing and generating strong business recommendations, action items, and follow up in all aspects of business
• Strong oral and written skills
• Active listener
• Fosters open communication
• Strong interpersonal skills
• Synthesizes information quickly and efficiently
• Personal Effectiveness
• Interpersonal
• Acts with integrity
• Detail orientation
• Inquisitive mindset
• Strong time management skills
• Ability to work independently and in team environment
• Works well under pressure
• Solves problems and offers solutions
• Partners well with co-workers.
• Demonstrates adaptability
• Personal organization
• Shows work commitment
• High stress tolerance
• Builds relationships
• Commands respect
• Drives for results
• Equipment finance expertise
• Risk management practices
• KEF systems and tools
• Workflow tools (Microsoft)
• Ability to synthesize significant amounts of information, process funding events
• Identify red flags and/or escalate issues to the appropriate individual.
• Ability to effectively communicate analyses (written and verbal), with varying degrees of detail as appropriate for the situation
• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
• 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.

• This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 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.