Newport Beach, CA
Industry: Accounting, Finance & Insurance•
8 - 10 years
Posted 58 days ago
Essential Job Functions
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. Other 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.
Note, this position may be located in Dallas, TX or Atlanta, GA.
Bachelor's Degree (in related field) 7 to 10 ten years' experience in tax credit investment, community development lending, 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.
7-10 years' experience in community development lending, or commercial real estate lending with demonstrated credit acumen. 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.