Client Relationship Specialist, KEF

Job Summary

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. Specializing in manufacturing, marine, transportation, renewable energy, and corporate aviation markets, Key Equipment Finance also supports exposure management and sources additional liquidity for corporations.

Responsibilities

• Play a pivotal role within the Sales team, providing sales support from transaction identification to closing.
• 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.
• 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.
• Maintain and update pipeline activity, as needed, through online sales management tool to produce a timely and accurate forecast.
• 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.
• Review and refine, where applicable, Processes and Procedures and look to employ best practices.
• Perform other duties as assigned.

Qualifications

• Bachelor's Degree (required)
• Minimum 5 years of experience of documentation and account management in equipment leasing, secured lending, or commercial banking.
• Thorough knowledge of the equipment finance sales process, including prospect identification, prospecting, pre-qualification, identification of key issues, proposal development and presentation skills.
• Thorough knowledge of equipment finance documentation and processes, knowledge of Titled vehicle requirements and Aircraft Finance and KYC knowledge is a plus.
• 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.
• 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.
• Experience working with customers and remote sales teams.
• 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.