Location:
1000 South McCaslin Boulevard, Superior Colorado
Job Summary
The Account Executive is responsible for managing a portfolio of loans within the Specialty Finance Lending (SFL) business. This role serves as the primary interface for clients and investors, overseeing loan administration, risk monitoring, account maintenance, and customer service. The position also supports business development efforts and collaborates with internal and external stakeholders to ensure the successful execution and ongoing management of complex structured finance transactions. This role applies knowledge of lending products, syndications, and administration practices to a wide range of asset classes including complex Project Finance covering utilities, power, and renewable assets.
Essential Functions
- Loan & Account Management
- Supports Relationship Managers from an Agency perspective for an assigned portfolio of accounts and new business opportunities as capacity permits.
- Lead the administration of assigned loan facilities, including all loan documentation, closing, booking, and ongoing transaction management.
- Performs ongoing transfer certificate, borrowing, repayment, and settlement review, approval and processing of assigned transactions with limited oversight. Controls conditions precedent and compliance.
- Manage all changes to new and existing client/borrower loans associated with amendments; renewals; waivers; joinders; as well as other loan restructurings.
- Reviews draft loan documentation with limited oversight assessing the impact of the legal structure on ongoing Agency processes.
- Coordinate with internal & external counsel the drafting, review, and execution of legal documentation including financing agreements; guaranty agreements; collateral agent agreements; depository account control agreements; security agreements; and other agreements as required.
- Client & Investor Relations
- Act as the primary contact for clients/borrowers, agent banks, co-lenders, as well as collateral/custody agents; depositary agents, back-up & third-party servicers; auditors and other relevant third parties, managing communications and servicing issues.
- Prepare and manage cashflow models and/or construction or operating reports for clients, borrowers, and Agent banks as well as various reports on portfolio performance, risk trends, and covenant compliance.
- Due Diligence & Risk Monitoring
- Facilitate pre- and post-closing due diligence, annual audits, and risk assessments.
- Coordinate annual facility audits for each assigned loan facility.
- Advise management on operational and credit risks based on audit findings and portfolio analysis.
- Credit & Underwriting Support
- Draft and distribute various lender and credit memos related to renewals, amendments, waivers and new transactions.
- Help facilitate the underwriting process of new and existing customer accounts by collecting and analyzing financial, client/market data and various credit underwriting support documents to support credit proposals.
- Cross-Functional Collaboration
- Perform agent duties that require active communication & collaboration with internal stakeholders (Sales, Underwriting/Portfolio Management, Syndications, Legal Counsel, Servicing, Derivatives, ECP) and external stakeholders (Client/Borrowers, Lenders, Legal Counsel, Consultants, Custodians, Trustees, and Auditors).
- Assist in coordinating and participate in all-Lender / sponsor calls if needed. Collaborate with the deal team and Syndications to coordinate with the lenders and agent banks in accordance with the financing agreements for amendment/waiver/consent requests.
- Support syndication activities and cross-sell bank products to existing clients.
- Reporting & Compliance
- Review and validate client reports and deliverables, cashflow models, and financial statements.
- Ensure timely and accurate reporting to lenders, as well as internal and external stakeholders.
- Develop and utilize computerized spreadsheets, programs, and other automated tools for analysis, special projects, or presentations.
- Other
- Perform additional duties and responsibilities as assigned by the manager.
Education
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- Advanced degree (MBA or similar) is a plus but not required
Work Experience
- 5-7 years of Corporate / Commercial Banking experience with a minimum of 3 years specific to portfolio management, finance/bank operations, auditing, and/or credit related to Structured or Project Finance, Commercial Lending and/or the Renewable Energy market
- Proven communication and negotiation skills both written & oral
- Proven organizational and relationship building skills
- Demonstrated ability to analyze business and financial reports, with experience utilizing spreadsheet software (Microsoft Excel)
Skills
- Financial Analysis: Ability to interpret financial statements, borrowing base reports and models.
- Communication: Strong written and verbal communication and negotiation skills.
- Relationship Management: Proven ability to build and maintain client and investor relationships.
- Organizational Skills: Capable of managing multiple complex transactions and deadlines.
- Technical Proficiency: Skilled in Microsoft Excel and other financial reporting tools.
- Strategic Thinking: Ability to support business development and cross-sell initiatives.
Physical Demands
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 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.
Job Posting Expiration Date: 07/01/2026
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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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 HR_Compliance@keybank.com.
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