KeyCorp Hiring for VP, Portfolio Management (Native American Financial Services at Denver, Colorado Full Time

Location:127 Public Square – Cleveland, Ohio 44114

THIS POSITION CAN BE #REMOTE.

ABOUT THE JOB (JOB BRIEF)

The Native American Financial Services Group (NAFS) provides a variety of
financial solutions to the Native American Community. Tailored solutions often
call for multiple disciplines within the KeyBank and Key Banc Capital Markets
teams to come together to bring the capacity of Key to the client in the most
effective and efficient manner. This position is responsible for managing all
aspects of the NAFS portfolio of tribal clients, including underwriting
complex tribal governments and their business enterprises for aggregated debt
capacity analysis, working with bank and client legal counsel on loan
documentation, ongoing credit analysis, collateral analysis and covenant
compliance. The Portfolio Manager must understand all aspects of each
client’s governmental operations and multiple enterprise businesses. A
strong understanding of fund accounting, GASB and GAAP financing principles
is a minimum requirement. The Portfolio Manager is responsible for individual
client and portfolio trend analytics and developing relevant research
information that provides objective trend analysis tools that have client and
internal reporting applications. The position is also a focal contact point
for ongoing communications with tribal and enterprise CFO’s, and legal
teams representing the bank and client. This position plays an active role in
formulating credit structure, approval and hold recommendations with the
Relationship Managers. Syndicated finance transactions are common and
participation in mutli-bank structural discussions are an important component
of the responsibilities.

ESSENTIAL JOB FUNCTIONS
Manages the analytics and risk assessment of a portfolio of existing Native
American Financial Services (NAFS) relationships, including:
Compile required due diligence information for existing and new client
opportunities.
Develop and maintain covenant and relevant compliance reporting processes.
Gathers and reviews financial, collateral, and compliance tests consistent
with conditions of approval.
Maintains an active dialogue with the client’s financial team regarding
present financial conditions and forecast trends.
Evaluates covenant compliance for each client and requests for waivers and
amendments.
Participates in communication with outside legal counsel (bank and client)
on documentation development for credit and deposit products
Evaluates the formation documents of tribal governments, including
constitutions, referendum rights, and authorities to enter into private
sector contracts.
Evaluates the formation documents of tribal enterprises and their legal status
and authorities required to enter into private sector contracts
Compiles applicable authority documents for transactions, including
resolutions, borrower/lender legal opinions, and reviews applicable
dispute resolution mechanisms with legal teams.
Communicates with other lenders in a syndicate as required.
Oversees the operational aspects with the assistance of loan service team
members.
Develops and prepares individual client and portfolio financial trend
analytics including RR migration statistics.
Develops industry analytics for major industries in the NAFS space.
Develops financial capacity guidelines for tribal governments.
Underwrites new credit requests for existing and prospective clients.
Prepares Asset quality reports and ad hoc reports for review by internal and
external examiners and executive management as required.
Participate in industry and NAFS sponsored conferences and networking events.
Participate with cross functional teams in client reviews and new opportunity
presentations.

REQUIRED QUALIFICATIONS
Undergraduate degree, preferably in Business/Accounting/Finance/Economics.
Minimum of five (5) years of experience in corporate credit Portfolio
Management/Credit Risk/Relationshi Management.
Prior experience with governmental financial analysis and fund accounting is a
plus.
Ability to read and understand fund accounting and restricted fund compliance.
Ability to structure and negotiate lending arrangements.
Experience in negotiating loan documents.
Ability to coordinate loan closings.
Excellent client relationship skills.
Effective verbal and written communication skills involving tribal leaders,
finance teams, legal teams, other lenders, and prospects.
Knowledge of bank policies and cross functional disciplines (cash
management, loans, leases, syndications, and capital markets capabilities).

REQUIRED COMPETENCIES / SKILLS

Business Acumen: Know how businesses work; knowledgeable in current and
possible future policies, practices, trends, and information affecting
his/her business and organization; knows the competition; is aware of
how strategies and tactics work in the marketplace.

Negotiating: Can negotiate skillfully in tough situations with both internal
and external groups; can settle differences with minimum noise; can win
concessions without damaging relationships; can be direct and forceful as
well as diplomatic; gains trust quickly of other parties to the
negotiations; has a good sense of timing.

Organizational Agility: Knowledgeable about how organizations work; knows
how to get things done both through formal channels and the informal
network; understands the origin and reasoning behind key policies,
practices, and procedures; understands the cultures of organizations.

Customer Focus: Is dedicated to meeting the expectations and requirements of