Client Relationship Specialist, Key Equipment Finance

Location: 1000 South McCaslin Boulevard, Superior, Colorado

About the role

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. The division specializes in manufacturing, marine, transportation, renewable energy, and corporate aviation markets, as well as other capital assets. Additionally, Key Equipment Finance offers 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 requests, and providing the KEF credit submission form for Bank underwriting. The role involves reviewing credit approvals prior to completion to ensure accuracy of all transaction variables and acting as a front-line communicator to establish relationships with client operations staff.

Responsibilities

• Be adaptable to multiple situations, able to switch tasks frequently, and manage multiple priorities with strong attention to detail.
• 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 Equipment Finance Officers (EFOs) and bank Relationship Managers (RMs) to prepare credit facility submittals for underwriting and assist in creating client proposals, pricing runs, and document requests.
• Serve as a point of contact for clients, Bank Relationship Managers, and internal partners.
• Review and refine processes and procedures, employing best practices where applicable.
• Enter transaction data within designated front-end systems and review 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 resolutions while adhering to credit, legal, compliance, and company policies.
• Participate in projects as directed by management or business needs.
• Opportunity to meet with clients, with overnight travel approximately 10%-15%.
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.

Requirements

• Minimum 5 years of experience in 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 is a plus.
• Superior time management, training, presentation, and computer skills, including working knowledge of computer-based pricing models, customer relationship management software, nCino, SuperTrump, and Tableau reporting.
• Proactive, detail-oriented, and driven to work in a fast-learning environment with the ability to prioritize and reallocate workload in a dynamic, deadline-focused setting.
• Experience working with customers and remote sales teams, leading cross-functional activities to finalize underwriting, leasing terms and conditions, and funding in a timely fashion.
• Ability to set appropriate and realistic expectations, both internally and externally, regarding transaction conditions and turn times.
• Maintain and update pipeline activity through online sales management tools to produce timely and accurate forecasts.

Qualifications

• Bachelor’s Degree (required).
• Knowledge of both commercial and industrial financing sectors, as well as syndications buy/sell, is preferred.
• KYC (Know Your Customer) knowledge is a plus.

Skills

• Tactical Skills: Client communication, relationship building, service delivery.
• Personal Skills: Collaboration, decision making.
• Practical Skills: Oral and written communication, business acumen.

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Pay

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 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.

Benefits

Please click here for a list of benefits for which this position is eligible.