Senior Relationship Manager, Affordable Housing Financing

KeyBank; United States; Hybrid; USD 116,000 - 216,000; Full time

Job summary

KeyBank in Dallas is seeking an experienced Relationship Manager to drive affordable housing lending and balance sheet transactions. You will manage high-profile clients, originate multi-family capital deals and coordinate complex closing processes.

This role emphasizes cross-sell of financial solutions, collaboration with credit and underwriting teams, and a deep understanding of LIHTC and government loan programs to advance community development goals.

Qualifications

• Bachelor’s degree in a related field with experience in affordable housing or commercial real estate lending.
• Experience implementing creative selling and innovative problem-solving techniques.
• Proven ability to drive business development individually and as part of a team.
• Broad understanding of multifamily lending, LIHTC investments, tax-exempt bond financing and government loan programs.
• Strong analytical skills for financial statement analysis and investment return assessment.
• Strong negotiation and deal structuring skills.
• Knowledge of the real estate development lifecycle.
• Risk assessment and mitigation experience.
• Knowledge of Community Reinvestment Act and related programs.

Responsibilities

• Maintain relationships with high-profile clients and agencies involved in affordable housing.
• Originates affordable housing multi-family capital transactions with existing and new clients.
• Negotiate, secure and structure transactions to fit KeyBank’s risk profile.
• Create an approach to cross-sell all aspects of financial solutions and bank products.
• Collaborate with an expert sales team to tailor enterprise-wide solutions for clients.
• Work with a team to obtain and analyze due diligence items including sponsor financials, budgets, proformas and tax credit documentation.
• Coordinate underwriting and closing processes with clients, internal partners, counsel and others with a focus on client experience.
• Partner effectively with Credit Officers and underwriting teams in connection with credit decisioning, closing, funding and risk mitigation.
• Work collaboratively within the organization to maintain appropriate credit profiles for new and existing loans.
• Work to ensure CRA needs are exceeded in targeted markets.
• Identify new business opportunities and market trends within the assigned territory and develop strategic plans to grow market share and client engagement.
• Collaborate with legal, compliance, capital markets and servicing partners to deliver seamless client solutions.
• Ensure all transactions and client interactions are accurately documented and comply with internal policies and external regulations.
• Actively participate in industry conferences, workshops and community boards and committees.
• Perform other duties as assigned.
• Comply with all KeyBank policies and procedures, acting professionally and ethically at all times.

Skills

Relationship management

Negotiation

Deal structuring

Financial statement analysis

LIHTC investments

Education

Bachelor’s degree in a related field

Job description

KeyBank in Dallas is seeking an experienced Relationship Manager to drive affordable housing lending and balance sheet transactions. You will manage high-profile clients, originate multi-family capital deals and coordinate complex closing processes.

This role emphasizes cross-sell of financial solutions, collaboration with credit and underwriting teams, and a deep understanding of LIHTC and government loan programs to advance community development goals.