FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, credit underwriting, and risk management, with a strong ability to structure financial covenants and lead client discussions. Proficient in preparing comprehensive underwriting documents and ensuring compliance with regulatory standards.
Highest-signal resume keywords
Financial AnalysisCredit UnderwritingRisk ManagementFinancial ModelingClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement AnalysisCredit Risk AssessmentTransaction ManagementLoan DocumentationFinancial RatiosSyndicated Debt FacilitiesCovenant StructuringData AnalysisUnderwriting PackagesCompliance Standards
Soft Skills
Strong Communication SkillsPresentation SkillsTime ManagementMultitaskingLeadership
Tools & Technologies
Microsoft OfficeTechnology Applications
Industry Keywords
Commercial UnderwritingBankingFinancial ServicesCorporate CreditKYCMCAPatriot ActOFACAsset QualityClient Base Growth
About the role
Key responsibilities & impact- Perform financial analysis and prepare underwriting documents for complex, multimillion-dollar corporate credit requests
- Support funded-asset and client-base growth while maintaining asset quality within a moderate risk profile
- Obtain approval for new credit exposures, amendments, waivers, consents, and related lending commitments
- Monitor and risk-rate portfolios of corporate clients
- Gather and analyze financial and industry data, historical performance, credit metrics, risks, and mitigants
- Model future financial performance, including downside scenarios
- Advise deal teams and Business Partners, Bankers, and Relationship Managers on transaction structuring
- Perform enhanced leveraged cash-flow due diligence when appropriate
- Prepare thorough credit underwriting documents
- Ensure KYC, MCA/Patriot Act/OFAC, and Beneficial Ownership compliance
- Lead or manage credit approval processes and provide monitoring, reporting, and recommendations to Credit Executives
- Review and negotiate credit agreements, guarantees, pledges, collateral agreements, and other legal documentation with counsel
- Monitor covenant compliance, liquidity, earnings trends, management capability, data integrity, and risk ratings
- Identify potential problem accounts and work with Asset Recovery Group
- Establish client relationships, attend management presentations and bank meetings, and conduct plant/site visits
- Identify new underwriting and cross-selling opportunities for additional bank products
- Contribute to or prepare industry-segment white papers
- Provide guidance and feedback to Analysts, Associates, Vice Presidents, and junior staff
- Prepare data for ad hoc requests and perform other duties as assigned
- Comply with KeyBank policies, procedures, ethical standards, and Code of Conduct
Requirements
What you’ll need- Bachelor's Degree in finance, accounting, economics or business, or equivalent work experience (required for Senior Vice President level; preferred for Vice President level)
- Minimum 7 years of commercial underwriting, credit, banking and/or financial services experience for Senior Vice President level
- Minimum 5 years of commercial underwriting, credit, banking and/or financial services experience for Vice President level
- Competence with Microsoft Office and ability to learn and use other technology applications
- Strong financial analysis and modeling skills
- Ability to gather research, analyze data, and synthesize information to assess corporate creditworthiness and create underwriting packages
- Experience structuring financial covenants for syndicated debt facilities
- Experience managing or developing experience managing the left lead/administrative agent role in syndicated deals
- Ability to lead client discussions and deal execution
- Knowledge of business and legal elements of credit agreements and loan documentation
- Understanding of banking and investment banking products, services, market dynamics, trends, and terms
- Strong presentation and communication skills
- Ability to plan, multitask, manage time, and lead work independently
- Expertise in accounting principles, financial statement analysis, financial ratios, credit risk assessment, transaction management, loan documentation, and risk management
- Occasional travel
- Ability to perform general office physical demands, including prolonged sitting, face-to-face or telephone communication, frequent PC/laptop use, and occasional lifting/pushing/pulling of items up to 10 lbs.
Benefits
Comp & perks- Eligibility for incentive compensation, including production, commission, and/or discretionary incentives
- Hybrid work options with 3+ days in-office
- Flexible workspace options where roles can be performed effectively in a mobile environment
- Occasional travel may include overnight stays
- Benefits eligibility (specific benefits linked in posting)