Senior Vice President, Portfolio Management Manager (Commercial Portfolio Management for Upper Middle Market West Region)

Job Summary

Required Qualifications

• •Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business
• •Minimum 10 years of commercial underwriting, credit banking, or financial services experience, with industry expertise aligned to the assigned specialty
• •Competent with Microsoft Office and ability to learn and effectively utilize other technology applications
• •Broad experience with a variety of financial analysis/modeling scenarios including knowledge of secured and unsecured corporate cash flow lending
• •Extensive experience leveraging research, due diligence and prior deal knowledge to challenge assertions, assess corporate creditworthiness and provide recommendations for structuring and developing an underwriting package
• •Proven track record of efficiently and effectively identifying, executing and coordinating the delivery of comprehensive solutions for the lending product and advising others regarding underwriting process and best practices
• •Proven record of success managing a diverse portfolio, including left lead/administrative agent, and complex syndicated deals where strong relationships with credit and business partners and significant legal documentation experience were required
• •Proven success building client relationships, managing conflict resolution, and influencing to drive for effective business results
• •Extensive experience leading counsel and deal teams through credit agreement negotiation and documentation
• •Demonstrated enterprise mindset; extensive understanding of banking and investment banking products and services and current market dynamics, trends, and terms with a track record of delivering Key's relationship banking model to clients
• •Excellent presentation and communication skills, with the ability to collaboratively influence and challenge
• •Ability to lead others and deal teams, plan, multi-task, manage time effectively, work independently and coach others to do the same
• •Demonstrates an understanding of foundational accounting principles and can interpret and analyze financial statements (balance sheets, income statements, cash flow statements) to assess a company's financial health and ability to meet its obligations
• •Able to effectively utilize various tools and techniques, including financial ratios, to evaluate a borrower's financial strength and assess risk
• •Able to carefully evaluate the impact of all emerging and/or existing considerations and choose the best path forward using informed, rational, and effective decision-making techniques in various lending and business situations
• •Able to clearly, concisely, and persuasively convey information, whether verbal, written, or nonverbal
• •Able to effectively synthesize large amounts of complex information into a more consumable summary
• •Consistently demonstrates a focus on keeping clients, partners, and teammates informed as to the real-time status of important matters
• •Able to effectively shepherd a transaction through all required stages, while staying organized, meeting deadlines, managing risk, and ensuring a favorable experience for the client
• •Able to effectively identify, assess, and control potential risks involved with corporate lending
• •Properly grading loans to reflect their risk level and ensuring accurate risk ratings
• •Able to effectively interpret and negotiate credit agreements and loan documentation
• •Understanding how specific loan terms and conditions can be employed to mitigate risk of loss
• •Demonstrated ability to take initiative, set clear objectives, and prioritize tasks to meet deadlines, maximize productivity, and minimize stress
• •Able to successfully identify which tasks are urgent (requiring immediate attention) and which are important (contributing to long-term goals)
• •Able to effectively multitask and balance competing priorities
• •Habitually working with energy and commitment; industrious
• •Effectively working with others to reach a shared goal
• •Consistently displaying a willingness to shoulder a fair share of the workload in addition to helping others meet their objectives
• •Consistently taking ownership of one's actions, decisions, and performance, and being responsible for achieving the agreed-upon outcomes
• •Being reliable, dependable, and fulfilling commitments
• •Able to be relied upon as honest and truthful
• •Able to withstand or recover quickly from stressful or difficult conditions
• •Able to move forward with less than perfect, or incomplete, information and ability to flexibly and comfortably adapt to changing work demands
• •Able to identify, evaluate, and interpret information, and question assumptions to reach well-supported, evidence-based conclusions
• •Open-minded and eager to seize opportunities to learn, grow, acquire knowledge, and expand skill set
• •Demonstrates the ability to influence and inspire, motivate, empower, and guide others towards a common goal
• •Consistently displays the highest standards, values, and behaviors, inspiring others to follow, and setting a model for excellence
• •Demonstrates the ability to understand and prioritize the broader goals and well-being of the entire organization over the interests of individual departments or teams
• •Understands the interconnectedness of different parts of the Bank; makes decisions that benefit the whole
• •Displays 'big picture' thinking, considering the broader implications of decisions and actions
• •Acting professionally at all times
• •Conducting business ethically
• •Avoiding conflicts of interest
• •Acting in the best interests of Key's clients and Key
• •Frequent availability for meetings in Western time zones
• •Flexibility and availability to work effectively across U.S. time zones

Desired Qualifications

• •Master's Degree /MBA