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Job Details

Key Bank

Sr. Banker, CDLI

Banking, Mortgage, Investment

Personal Banker


Various, Ohio, United States

ABOUT THE BUSINESS: KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group (“CDLI”). CDLI’s mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural communities. As one of the nation’s premier affordable housing capital providers, CDLI offers one-stop-shop debt and equity/investment capabilities that bring together balance sheet, equity/investment and permanent loan offerings. Non-profit and for-profit affordable housing owner-operators and developers seeking to build, acquire and preserve affordable housing can leverage CDLI’s broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans; lines of credit; various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD and bonds; and equity investments for low-income housing projects, especially Low Income Housing Tax Credit (LIHTC) financing. With a national presence and an experienced team of more than 50 professionals serving clients coast to coast, CDLI delivers deep product and solution expertise to help local affordable housing and economic development projects succeed. ABOUT THE JOB: This is a great opportunity for an experienced Relationship Manager who is assertive, possesses a strong initiative and works well independently to drive innovative and complex balance sheet loans and permanent debt production with a primary focus on the affordable housing industry. He/she will be responsible for marketing and coordinating the delivery of community development/affordable housing financing and various banking products and services to clients and prospects. The Relationship Manager will own all aspects of originating balance sheet and permanent affordable housing loans in their assigned territory. WHAT YOU’LL GET FROM THIS OPPORTUNITY: A competitive base salary + annual discretionary bonus. Generous benefits – 401(k) matching (dollar-for-dollar up to 6%), PTO, fitness and tuition reimbursement and so much more. On the job training and access to a library of on-demand professional development tools, training courses, and a formal enterprise mentoring program. You will build deep client relationships with owners and investors of affordable housing properties. You will have the opportunity to “own” / manage the region and market for which you are aligned. We look for people who have a book of business and can manage existing relationships. Join a growing and expanding team rooted in economic reward for the communities in which we live and play for long term sustainability in affordable housing. Access to internal partners and leadership based on Key’s Regional Bank size. ESSENTIAL JOB FUNCTIONS: Relationship Manager responsibilities include identifying and keeping in regular contact with high profile clients and prospects throughout the assigned territory. Ensuring that products and services are delivered in a quality manner and in accordance with the Bank’s goal of a high level of service. Acting as a trusted advisor to both current clients and future relationships. Actively participating in Industry conferences/workshops and serving on community-based boards and committees to represent Key within the market. To be successful in this role you’ll need to pick up the phone and get out into the market – prospecting, setting client meetings, while managing an existing book of business. Developing strong partnerships with colleagues across various lines of business. Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions. REQUIRED QUALIFICATIONS: Bachelor's Degree (in related field) with 7 to 10 ten years' experience in low income / affordable housing lending and investment industry, or commercial real estate lending with demonstrated credit acumen. Experience implementing creative selling and innovative problem-solving techniques. Proven ability to drive a business development effort individually and as a part of a team. Proven ability to work with a wide range of clients, including for-profit and non-profit developers and housing authorities of all sizes and varying levels of sophistication. Proven experience and broad understanding of LIHTC investments, tax exempt bond financing and other government loan programs for housing development and other non-traditional investment products and programs. Demonstrated sensitivity to the financial needs of low-to-moderate income individuals/communities and the developers and non-profit partners that serve them. Demonstrated proficiency in executing a disciplined sales process. Strong knowledge of financial markets Strong verbal and written communication skills. PREFERRED QUALIFICATIONS: Recognition as an affordable housing and/or community development industry expert. Strong knowledge of real estate fundamentals and underwriting as well as sales training and/or skills. Ability to travel throughout territory to support the assigned client base and business development prospects.