Associate, Portfolio Managment (Specialty Finance Lending)

Location:127 Public Square – Cleveland, Ohio 44114

ABOUT THE JOB (JOB BRIEF)

The Key Corporate Bank Specialty Finance Lending (KCBSFL) Associate
identifies and evaluates risk for a portfolio of highly structured
transactions. The position is responsible for reviewing loan and lease
documentation to evaluate deal structure, performing facility monitoring to
ensure covenant compliance, analyzing credit risk in individual deals and
making risk rating recommendations, preparing monthly and quarterly
portfolio reporting, performing annual reviews and AQRs on existing
portfolio deals, compiling information for internal and external
examinations, understanding credit and compliance policies and procedures,
and additional duties or projects as assigned.

ESSENTIAL JOB FUNCTIONS
Perform credit and risk monitoring of highly structured Specialty Finance
transactions.
Review loan and lease documentation to evaluate deal structure and ensure
covenant compliance.
Analyze and assess customer and transaction exposures and concentrations
within the KCBSFL portfolio and individual deals.
Prepare minor amendments and waivers, as needed
Recommend credit strategies to mitigate portfolio risks.
Perform periodic reviews of existing portfolio deals, encompassing an
assessment of equipment/collateral and an evaluation of transactional,
operational and credit risk.
Recommend appropriate risk ratings for transactions.
Identify problem loans and leases and support workout efforts as needed.
Compile information as requested for internal and external examinations,
reviews and audits.
Ensure compliance with KeyCorp and KCBSFL policies and procedures. Evaluate
risks in accordance within those policies and procedures.
Escalate issues as appropriate.
Perform other duties, as assigned.
Periodic travel as required.

REQUIRED QUALIFICATIONS
An undergraduate degree in accounting, finance, economics or related field
5 years of commercial lending, commercial leasing, or credit
analysis experience combined with finance and accounting experience
2 years of experience working with structured finance transactions
(e.g., CLOs or ABS)
Strong knowledge of financial analysis applications (Moodys Risk Analyst)
Strong knowledge of and ability to apply financial analysis and accounting
concepts
Strong knowledge of loan and lease documentation
Strong organizational skills
Ability to analyze a wide variety of lessee and industry information
Ability to work independently
Ability to make and support recommendations
Ability to meet multiple deadlines
Strong written communication skills
Proficient in Word and Excel applications
Detail oriented and Self-motivated

PREFERRED QUALIFICATIONS
Experience with a variety of collateral types including middle market loans,
growth capital loans, transportation assets (aviation, rail, marine
container), other esoteric assets
Regulatory experience
Loan review or audit experience
MBA, CFA designation or other advanced training relevant to position

Software Used:
MS Office including Access, Excel and Word
Moodys Credit Lens
LoanIQ

This position is not eligible for employment visa (e.g., H-1B)
sponsorship. Applicants must be authorized to work in the United States on a
full-time basis.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $77,000to
$125,000 annually depending on location and job-related factors such as
level of experience. Compensation for this role also includes eligibility for
short-term incentive compensation and deferred incentive compensation subject
to individual and company performance.

Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 11/29/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to
building a diverse, equitable and inclusive culture. All qualified
applicants will receive consideration for employm nt without regard to race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or
limited in their ability to apply on this site may request reasonable
accommodations by emailing HRCompliance@keybank.com.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to
engaging a diverse workforce and 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.