Portfolio Manager - Agency
KeyBank
Location:
11501 Outlook Street - Overland Park, Kansas 66211JOB BRIEF (PURPOSE)
Under the direction of the Vice President of Agency servicing, the person in this position is responsible for supervising the work performed by the Asset Managers. He/she will monitor the work output to insure that all regulatory, investor guidelines, and internal policies and procedures are met.ESSENTIAL JOB FUNCTIONS
Supervise the daily functions performed by the Asset Managers. Plan and organize the workflow to achieve maximum productivity.Collaborate with the Vice President of Agency servicing in determining staffing needs and space. Interview applicants, make hiring recommendations, complete performance appraisals, and recommend salary increases.Train staff members to ensure all procedures are implemented and followed appropriately.Assist Vice President of Agency servicing in establishing departmental goals to meet company objectives. Continuously evaluate department progress in the attainment of the goals. Prepare monthly progress and status reports.Interact with other departments within the company to facilitate the timely resolution of issues or challenges.Recommend revisions to policies and procedures, and at manager’s discretion, implement subsequent changes to incorporate them into the department workflow.Authorize routine reserve disbursements, escrow analyses refunds and waive late charges following clearly established guidelines.Prepare, plan and review asset summary reports quarterly for their staff.Be the liaison for the bank for all agency relationships.Responsible for preparing the staff and loans for agency audits. As well as preparing written responses to any findings and for the implementation of any required changes by the agencies.MARGINAL OR PERIPHERAL FUNCTIONS
Assist the Vice President of Agency servicing with special projects, as assignedTrain new employeesREQUIRED QUALIFICATIONS
Four-year college degreeFive years commercial real estate servicing experience, including agency servicingAbility to travel overnight at least once a month for Agency property inspections is requiredProperty inspection certifiedExcellent verbal and written communication skills, as well as a high degree of analytical skillsExperienced in drafting departmental policy and procedure manualsOverall knowledge of property financial statement analysisOverall knowledge of commercial underwritingKnowledge of legal document review and interpretationPREFERRED QUALIFICATIONS
Experienced in preparing departmental annual budgetsBackground in real estate law, accounting/auditing, or commercial loan underwritingExperience with McCracken/Strategy and RECWeb loan loan servicing systemsEfficient in the use of word processing, spreadsheet, and email software, such as Microsoft Word, Excel and OutlookEQUIPMENT USED
Personal ComputerStandard office equipment (phone, fax, copier, calculator)GPSDigital CameraTRAINING REQUIRED
On the job training as requiredJob Posting Expiration Date: 12/01/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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