KeyBank · 11 hours ago
Portfolio Analyst I
Brooklyn, OH
Full-time
Hybrid
Entry Level
$52K/yr - $80K/yr
1+ years expKeyBank is a national association that is seeking a Portfolio Analyst I to assist the Portfolio Management and Underwriting Team. The role involves managing a portfolio of dealer lending clients, including underwriting credit facilities and conducting ongoing credit analysis.
Banking
Responsibilities
Assist Portfolio Managers in the management of a portfolio of existing accounts which may include activities such as: preparation of asset quality reviews and quarterly reviews; evaluation of requests for waivers and amendments; ordering of third party appraisal reports and flood search reports; completing “Know Your Customer” (KYC) due diligence reviews; completing collateral audit inspection reports and cascade performance issues; and performing work associated with operational aspects related to loan servicing
Complete Annual Reviews of existing dealer client relationships in partnership with the Portfolio Managers and Relationship Managers
Work with Enterprise Banking Portfolio Managers in the creation and distribution of industry relevant reports used by the relationship management team in their sales efforts
Partner with Portfolio Managers and Relationship Managers to identify client opportunities and recommend financial solutions for Dealer client relationships
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Qualification
Required
OR equivalent experience
1+ years (preferably 2+ years) of working experience within a business/commercial lending environment
Preferred
Bachelor's Degree in Business, Accounting or Finance
1+ years of commercial portfolio or relationship management experience
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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