KeyBank · 1 hour ago
Financial Analyst - Surveillance
KeyBank is overseeing a multi-billion-dollar commercial real estate portfolio and is seeking a Surveillance Analyst I. This role involves analyzing property performance, managing inspections, and collaborating with internal teams to assess market conditions and ensure borrower compliance.
Banking
Responsibilities
Collect and analyze annual property inspections, quarterly rent roll/occupancy reports, and operating statements
Assess cash flows, debt yield coverages, lease terms, physical deterioration, and market-level conditions
Research property performance inquiries and communicate findings with borrowers, sub servicers, rating agencies, investors, special servicers, and loan originators
Manage the annual property inspection process, including ordering, tracking, uploading, and reviewing inspections
Oversee inspection vendors and resolve issues during the inspection process
Collaborate with internal teams such as KeyBank Real Estate Capital’s Account Management group
Maintain and manage a Watchlist of properties with elevated risk, conducting research and sharing findings with the investment community
Ensure borrower compliance with loan covenants
Conduct intensive analysis and make recommendations for underperforming loans
Maintain accurate loan and collateral data
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
Bachelor's Degree (preferred) OR equivalent experience (required)
Some experience in commercial real estate, property analysis, or a related field (preferred)
Ability to interpret financial and operational data to assess property performance and risk
Skilled in reviewing income statements, balance sheets, and cash flow reports
Understanding of various property types including multifamily, retail, office, and industrial
Evaluating physical condition, lease terms, and market conditions of real estate assets
Assessing borrower creditworthiness and loan performance
Proficient in using Excel for data analysis and financial modeling
Strong verbal and written communication for interacting with stakeholders
Ability to manage multiple tasks, deadlines, and inspection processes efficiently
Understanding of lease structures, terms, and compliance
Managing and interpreting large volumes of property and loan data
Prioritizing client needs and maintaining strong service relationships
Identifying and monitoring elevated risk properties and loans
Capable of working autonomously while managing complex tasks
Handling sensitive financial and client information with discretion
Awareness of market trends and their impact on property performance
Preferred
Some experience in commercial real estate, property analysis, or a related field
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-08-28
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