KeyBank

Portfolio Manager - Institutional Servicing

KeyBank • $71K — $125K *
Overland Park, KS 66212In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Four-year college degree required
  • Five years of commercial real estate servicing experience
  • Excellent verbal and written communication skills
  • High degree of analytical skills
  • Experienced in drafting departmental policy and procedure manuals
  • Knowledge of legal document review and interpretation

Responsibilities

  • Assist New Business Team in securing new clients
  • Act as liaison and manage warehouse client relationships
  • Supervise daily functions performed by Account Managers
  • Facilitate the securitization and conversion process
  • Participate in New Loan Closing Meetings with various teams
  • Collaborate in determining staffing needs and conducting interviews
  • Review and approve complex cash management agreements

Benefits

  • Flexible work options based on job requirements
  • Eligibility for incentive compensation
  • Supportive training for job-specific skills
  • Opportunity to participate in career advancement projects
  • Collaborative workplace environment
Full Job Description
Location:
11501 Outlook Street, Overland Park Kansas

JOB BRIEF (PURPOSE)

  • Under the direction of the senior vice president of servicing, the person in this position is responsible for supervising the work performed by the Account 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

  • Assist New Business Team in securing new clients.
  • Act as liaison and manage warehouse client relationships through negotiation of warehouse contracts, servicing agreements, and subservicing transactions.
  • Supervise the daily functions performed by Account Managers. Plan and organize the workflow to achieve maximum productivity while maintaining fiduciary responsibility of contractual obligations.
  • Facilitate with vice president the securitization and conversion process with internal and external clients, legal staff, auditors and investors.
  • Actively participate in New Loan Closing Meetings with the Originations/Underwriting Teams.
  • Assist vice president of 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.
  • Collaborate with the vice president of servicing in determining staffing needs. Interview applicants, make hiring recommendations, complete performance appraisals, and recommend salary increases.
  • Review and Approve complex cash management agreements, escrow holdbacks, capital reserve disbursements, and construction draws.
  • Authorize disbursements from the cash management and investor reporting accounts.
  • Train staff members to ensure all procedures are implemented and followed appropriately.
  • Work with IT to establish technological effeciencies regarding workflow.
  • Act as a delegate of authority for the VP of Servicing
  • Assist and coordinate all servicing transfers in and out of KeyBank, insuring all information necessary to continue servicing is received or sent in a timely and accurate manner.
  • Evaluate and assign risk ratings to KeyBank assets through the AQR process.
  • Contribute to and participate in all planning sessions and workout strategies with ARG.
  • Recommend revisions to policies and procedures, and at manager's discretion, implement subsequent changes to incorporate them into the department workflow.


MARGINAL OR PERIPHERAL FUNCTIONS

  • Assist the senior vice president of servicing with special projects, as assigned


REQUIRED QUALIFICATIONS

  • Four-year college degree
  • Five years commercial real estate servicing experience
  • Excellent verbal and written communication skills, as well as a high degree of analytical skills
  • Experienced in drafting departmental policy and procedure manuals
  • Overall knowledge of commercial underwriting
  • Overall knowledge of property financial statement analysis
  • Knowledge of legal document review and interpretation


PREFERRED QUALIFICATIONS

  • Experienced in preparing departmental annual budgets
  • Background in real estate law, accounting/auditing, or commercial loan underwriting
  • Experience with McCracken/Strategy and RECWeb loan loan servicing systems
  • Efficient in the use of word processing, spreadsheet, and email software, such as Microsoft Word, Excel and Outlook


EQUIPMENT USED

  • Personal Computer
  • Standard office equipment (phone, fax, copier, calculator)


TRAINING REQUIRED

  • On the job training as required


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 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: 10/31/2026

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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