CDLI Team Leader Western Region - 2025

Community Development Lending And Investment Team Lead

Location : 36 South State Street - Salt Lake City, Utah 84111

About the Business : KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group (CDLI). CDLI's mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural communities. As one of the nation's premier affordable housing capital providers, CDLI offers one-stop-shop debt and equity / investment capabilities that bring together balance sheet, equity / investment and permanent loan offerings. Non-profit and for-profit affordable housing owner-operators and developers seeking to build, acquire and preserve affordable housing can leverage CDLI's broad, fully integrated platform, including solutions such as : construction; acquisition; bridge-to-re-syndication and preservation loans; lines of credit; various permanent loan executions including Fannie Mae, Freddie Mac, FHA / HUD, Private Placement and bonds; and equity investments for low-income housing projects, especially Low Income Housing Tax Credit (LIHTC) financing. With a national presence and an experienced team of more than 100 professionals serving clients coast to coast, CDLI delivers deep product and solution expertise to help local affordable housing and economic development projects succeed.

About the Job : KeyBank's Community Development Lending and Investment Team is looking for an experienced leader to join as Team Lead for the Western Region. This role will be responsible for strategic growth and business development activities for Key's Community Development Lending and Investment businesses. The individual will lead a team of professionals providing advice and capital solutions including acquisition, construction, interim financing, permanent mortgages, tax credit equity, and deposit and cash management services targeting affordable housing and community development owners, acquirers and managers. The Team Leader for CDLI drives community development, commercial lending production, and financial results through the management of a Community Development Lending & Investment (CDLI) sales team across multiple markets, Districts and Region(s) to assure continued outstanding CRA ratings and drive meaningful revenue.

Job Functions

Sales and Service :

• Manages the financial performance of the Community Development Lending & Investment Sales Team within one or more Regions, delivering CDLI's contribution margin and revenue growth while meeting or exceeding the CRA and community impact responsibilities in the communities served by the Bank nationally.
• 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 throughout 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).

Essential Functions

Credit & Risk Role

This position may be located in Salt Lake City, UT, Portland, OR, Los Angeles, CA, Newport Beach, CA, San Francisco, CA, Seattle, WA, Phoenix, AZ or Denver, CO.

COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $175,000 to $275,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.