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KeyBank · 17 hours ago

Manager II - Investor Reporting

Overland Park, KS

Full-time

Hybrid

Mid Level

$80K/yr - $150K/yr

3+ years exp

KeyBank is a financial services company seeking a Manager II for Investor Reporting. The role involves leading a team of Investor Reporting Analysts to ensure accurate and timely reporting in line with servicing agreements for various contracts.

Banking

Responsibilities

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 reports as necessary and assign to appropriate staff

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

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

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

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.)

Coordinate work activities with servicing and corporate accounting staff as necessary

Participate in special projects as needed

Qualification

Investor ReportingCREFC Life/Pension ReportingAnalytical skillsMicrosoft ProductsCommercial mortgage servicingDetail-orientedOrganizational skillsWritten communicationVerbal communication