KeyBank

Manager - Investor Reporting

KeyBank • $80K — $150K *
Overland Park, KS 66212In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • B.S. in Accounting, Finance or related field or equivalent experience
  • 3+ years of Investor Reporting experience
  • Familiarity with CREFC Life/Pension and/or Agency Reporting
  • Detail-oriented with a big picture outlook
  • Strong written and verbal communication skills with analytical expertise
  • Excellent organization and multitasking abilities

Responsibilities

  • Lead and manage a team of Investor Reporting Analysts
  • Design and assign reporting requirements and tasks
  • Monitor compliance and efficiency for servicing contracts
  • Establish and implement reporting processes and procedures
  • Provide clear communication regarding goals and expectations
  • Deliver quality responses to various stakeholders

Benefits

  • Eligible for designated continuing education courses (35 hours minimum annually)
  • On-the-job training provided
  • Hybrid work model with flexible options based on role
  • Access to standard office equipment and dual monitor setup
  • Participation in special projects as needed
Full Job Description
Location:
11501 Outlook Street, Overland Park Kansas

JOB DESCRIPTION
  • Under the direction of the senior department manager, lead and manage a team of Investor Reporting Analysts whose primary responsibility is to accurately and timely report and remit as dictated by the related servicing agreements for assigned master, primary and or special servicing contracts.


ESSENTIAL JOB FUNCTIONS

  • Contract Reporting
  • Review and understand investor reporting aspects of new master, primary and special contracts, establish reporting requirements, design reports as necessary, and assign to appropriate staff.
  • Monitor existing master, primary and special contracts to assure compliance and efficiency of delivery of funds and reports
  • Review and understand Agency and Life Pension Reporting aspects, establish reporting requirements, design reportst as necessary and assign to appropriate staff.
  • Staffing
  • Hire, train, and supervise Investor Reporting team including setting performance standards, providing performance reviews, addressing employee concerns, motivating, and providing special recognition
  • Evaluate Investor Reporting team tasks against human resources in conjunction with existing and projected servicing volumes.
  • Processes and Procedures
  • Provide leadership to the Investor Reporting team to define all reporting processes, establish procedures, and provide training for implementation
  • Evaluate and monitor the reporting processes and procedures, working with IT to automate and streamline processes as necessary.
  • Communication
  • Receive and effectively handle communications from external parties in a timely manner.
  • Provide clear and concise communications to internal parties relative to KBREC goals, objectives, expectations and other issues.
  • Customer Service
  • Provide quality and timely responses to all Investor Reporting customers (senior management, portfolio teams, third party customers, i.e. rating agencies, trustees, investors, borrowers, vendors, etc.)


MARGINAL OR PERIPHERAL FUNCTIONS

  • Coordinate work activities with servicing and corporate accounting staff as necessary
  • Participate in special projects as needed


REQUIRED SKILLS

  • B.S. in Accounting, Finance or related business field and/or comparable experience
  • Minimum of three years Investor Reporting experience
  • Knowledge of CREFC Life/Pension and/or Agency Reporting
  • Detail-oriented with ability to see big picture
  • Excellent written and verbal communication skills, as well as a high degree of analytical skills
  • Excellent organizational skills, efficiently handle multiple tasks and deadlines


PREFERRED SKILLS

  • Experience in commercial mortgage loan servicing, accounting or loan operations
  • Working knowledge of McCracken/Strategy loan servicing system
  • Microsoft Excel, Word, and Outlook proficient


EQUIPMENT USED

  • Personal Laptop Computer with Dual Monitors
  • Standard office equipment (phone, fax, copier, calculator)


TRAINING PROVIDED

  • On-the-job
  • Designated continuing education and related courses throughout the year (35 hours minimum annually)


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 08/08/2026#LI-Hybrid

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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