Key Account Specialist

Job Description

Insight Global is seeking a relationship-focused and analytical credit professional to manage a portfolio of large dealer and multinational commercial accounts. This role is responsible for credit underwriting, financial analysis, portfolio monitoring, and serving as the primary credit contact for key customers. The position partners closely with sales teams, leadership, customers, and banking partners to support financing needs while managing risk exposure. Key Responsibilities

• Manage a portfolio of large commercial and dealer accounts.
• Conduct financial analysis, credit underwriting, and risk assessments.
• Review, renew, and manage revolving credit facilities and lending agreements.
• Present credit recommendations to approval authorities and credit committees.
• Serve as the primary contact for key customer relationships and credit needs.
• Monitor portfolio performance, covenant compliance, payments, and credit exposure.
• Support acquisitions, expansions, settlements, and other financing requests.
• Coordinate syndication reporting and maintain relationships with agent and participating banks.
• Prepare executive reporting, portfolio summaries, and customized analyses.
• Support audits, compliance activities, legal documentation, and special projects.

Skills and Requirements

• Bachelor's degree in Finance, Accounting, Business, Economics, or related field or 8 years of relevant experience in lieu of degree
• 5+ years of experience in commercial lending, credit underwriting, corporate banking, dealer finance, or financial analysis.
• Strong understanding of financial statements, cash flow analysis, credit risk, and portfolio management.
• Experience presenting credit recommendations and managing complex customer relationships.
• Proficiency with Microsoft Office and financial spreading tools (e.g., Moody's CreditLens).
• Experience with syndicated credit facilities and multinational organizations.
• Background in captive finance, transportation finance, equipment finance, dealer finance, or commercial banking.
• Advanced financial analysis and relationship management skills.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].