KeyBank · 3 months ago
CDLI Team Leader – Western Region - 2025
Phoenix, AZ
Full-time
Hybrid
Senior Level
$160K/yr - $334K/yrKeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group. The Team Leader for CDLI will be responsible for strategic growth and business development activities, managing a sales team to drive community development and financial results.
Banking
Responsibilities
Drives a high-quality profitable portfolio within the CDLI region(s) by developing market area strategies, enhancing sales effectiveness and implementing a disciplined sales and credit culture
Manages mission focused growth utilizing multi-layer funding structures including Low Income Housing Tax Credits
Provides leadership and guidance to team of Bankers regarding appropriate client and deal selection as well as appropriate pricing and credit risk parameters
Aggressively develops CDLI client relationships, acts as a catalyst for Key in the Community and effectively works external business centers of influence for opportunities
Identifies and keeps sales teams in regular contact with high profile COIs, clients, and traditional Community Development project funders though out the team’s geographies
Proactively identifies issues developing in LMI and affordable housing markets and takes action to avoid adverse impact on the community bank image
Effectively disseminates information to internal/external clients regarding Key’s positive impact and influence on the communities served through CDLI’s lending and tax credit investments
Seeks to identify team’s PR opportunities and high-profile project internal and external PR opportunities
Ensures that products and services are delivered in a quality manner and in accordance with desired service levels
Assures team members effectively partner with other KeyBank teams (such as Commercial Mortgage, Payments/Deposits, and Capital Markets) leveraging expertise and delivering exceptional client satisfaction
Acts as a trusted advisor to a team’s current and future most profitable relationships
Actively participates in Industry conferences/workshops and promote employee engagement activity, serve on community-based boards and committees to represent Key within Districts and Region(s)
Drives performance of the CDLI sales team, provides development plans, monitors progress, provides ongoing recognition for successes and acts on performance issues
Works collaboratively with leadership to develop effective market strategies that generate scalable opportunities for the CDLI team
Coaches and directs the team sales efforts by ensuring consistent and targeted sales processes
Selects, hires and coaches for retention of a high-quality work force and talent development
Serves as a liaison between the CDLI team and various areas of the bank to resolve sales problems or answer questions
Provides support for sales and product training programs for CDLI Bankers & Associates and recommends new training programs to address specific needs
Promotes the 1Key Philosophy to team. Encourages cross vertical collaboration to deepen client relationships enterprise wide
Ensures that the team is informed of new products, pricing model changes, stays abreast of industry changes, services and delivery alternatives
Partners with Credit Administration, Loan Operations, Real Estate Services, and other support partners to maintain credit quality goals in line with Keys moderate risk profile
Ensures that loans are closed in compliance with credit approval, required documentation is executed, and booked accurately
Takes risk management ownership of existing loan portfolio and works with team to proactively identify, mitigate and resolve any elevated risk concerns
Actively participates in Industry conferences/workshops and serving on community-based boards and committees to represent Key within the market
Lead a team in accordance with internal policies, laws and regulations and complete risk training by defined due dates
Identify and know the risks specific to your role, consistently adhere to defined procedures/controls mitigating these risks within appropriate timeframes
Complete any identified issues/findings and risk corrective action plans within defined timeframes
Align pricing and leverage capital to support business strategies and acceptable risk adjusted returns, as applicable by line of business
Demonstrate sound understanding of the fundamentals of credit and investment analysis in line with Keys desired risk profile
Consistently identify and assess materiality of risks and appropriately mitigate/match with transaction return expectations
Productive relationship with credit partners characterized by collaborative deal making and full and timely disclosure of transaction risks
Consistent loan/investment portfolio performance over longer-term horizon
Assist with regulatory and compliance exercises as required for both internal and external parties
Qualification
Required
Experience in community development lending and investment
Proven leadership skills with the ability to manage a sales team
Strong understanding of affordable housing finance, including Low Income Housing Tax Credits
Ability to develop market area strategies and enhance sales effectiveness
Experience in managing financial performance and delivering revenue growth
Strong client relationship management skills
Ability to identify and mitigate risks in lending and investment
Experience in coaching and developing team members
Ability to collaborate with various areas of the bank to resolve sales problems
Strong communication skills for internal and external client interactions
Experience in participating in industry conferences and community engagement
Benefits
Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Founded in 1849
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
Company data provided by crunchbase