Senior Portfolio Manager, Income Property Group
Senior Portfolio Manager, Income Property Group
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$ 120000 - 165000
1 Vacancy
Job Description
Location:
2390 East Camelback Road Phoenix Arizona 85016The Portfolio Manager provides relationship management support for assigned portfolio of clients who are clients and prospects who are primarily active commercial real estate owners investors and developers.
Portfolio Managers work in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Keys product platform. Portfolio Managers help drive the financial performance of the teams revenue and risk management goals through portfolio management activities including credit monitoring file maintenance ongoing covenant compliance verification business development and lending/sales support and operational support.
Essential Job Functions
- Proactively manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and resolution of issues as well as accurate assessment and assignment of loan risk ratings. Assists in resolving outofbalance and/or other default situations which may occur in the portfolio.
- Assists and supports in structuring and facilitating credit and noncredit product delivery while demonstrating sound risk management and maximizing risk adjusted returns on shareholder capital (assess the materiality of risks and appropriately mitigate/match with transaction return expectations).
- Actively supports Keys asset generation strategy which balances risk and return. Supports the teams consultative process to deepen existing relationships onboard new relationships and exit unprofitable relationships. Participates in call preparation.
- Serves as the trusted advisor the clients and prospects. Establishes strong credibility with internal and external stakeholders (clients colleagues credit and servicing) based on sound judgement and accurate and timely information sharing. Shares constructive and regular feedback with teammates and stakeholders.
- Partners effectively with Credit Product Partners Closers Servicing technical services and other partners to identify crosssell opportunities and deepen client relationships as well as solve internal obstacles and deliver a seamless execution.
- Provides analysis of business and personal financial statements and identification of transaction strengths and weaknesses to inform the deal structures pricing and terms.
- Delivers timely and accurate completion of writeups loan recommendations and structuring analysis of business and personal financial statements identification of transaction strengths and weaknesses.
- Analyzes and underwrites construction and interim loans to the requirements as set forth by KeyCorp credit policy.
- Coordinates and completes annual reviews loan renewals quarterly portfolio reviews and asset quality reports on a timely basis. Monitors assigned portfolio for adherence to approved loan requirements and manage past dues requirement ticklers portfolio followup credit files etc. Works with Portfolio Services department to facilitate completion of annual reviews and property inspections monitoring of covenant compliance and other items to secure the Banks position and avoid potential losses.
- Identifies opportunities to provide the client with knowledge and access to the breadth of Keys product platform which includes: interim and permanent credit facilities cash management interest rate management syndications private equity subordinated debt deposits leasing private banking equipment finance etc.
- Participates in community and professional organizations which enhance our expertise and profile.
- Provides guidance and training to junior portfolio managers and management associates on underwriting adherence to lending policy and pipeline management.
Required Qualifications
Bachelors degree in accounting finance or related field or equivalent experience At least 35 years of commercial real estate underwriting and/or lending experience Strong proficiency in MS Office suite spreadsheets Internet applications and common business software Demonstrated ability to communicate effectively in both written and verbal communications
Preferred Qualifications
Master of Business Administration. Broad knowledge of key product areas such as interim and permanent credit facilities cash management interest rate management syndications private equity subordinated debt deposits leasing private banking equipment finance etc. Experience in credit and/or workout teams
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $120000 to $165000 annually depending on location and jobrelated factors such as level of experience. Compensation for this role also includes eligibility for shortterm incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 06/30/2025 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
Required Experience:
Manager
Employment Type
Full-Time
