Location:
Critical Job Functions • Manage a cross section of accounts within the Portfolio as the internal and external voice for the client with the team objective to free up RM resources to drive revenue growth and new names to KEY. • To implement and manage the CA duties on a variety of complex relationships within the region with the RM continuing to be the quarterback and face of the relationship both internally and externally. • Work closely with the Credit Campus to complete quarterly/annual reviews and renewals on assigned book of business to determine appropriate risk rating, covenant compliance and all related items. • Collection of all Financial Statements and required documents as required in the loan agreement. • Work closely with the Documentation Specialist to ensure document accuracy and coordinate items necessary for all closings. • Work to establish strong relationships with assigned customers to be considered the primary point of contact for those relationships assigned directly to the Portfolio Manager. • Complete all required compliance items for assigned borrowers. • Prepares and presents all Watch List/AQR Reports for assigned book. • Acts as the internal advocate for assigned book of business internally to ensure borrowers needs are met and Bank requirements are maintained as defined in the loan agreement. • Primarily responsibility for all internal communication of the borrowers performance, trend analysis and risk identification. • Development of less experienced Commercial Analysts within the region to ensure workloads are distributed appropriately while managing the portfolio Risk as our CA bench expands their individual knowledge base. • Work to improve profitability within the assigned book.
Areas of Focus • Focus on deepening policy knowledge and underwriting guidelines. • Establish strong internal relationships with internal partners to help service borrowers needs while developing extensive product knowledge to make recommendations within the existing book as opportunities present themselves. • Develop customer knowledge to improve internal reporting. • Proactive financial statement analysis and risk management. • Begin to develop external COI network. • Develop product partner awareness and relationships meant to deliver full scope of KEY capabilities.
Goal / Performance Measures • Incentive based on the overall performance of the Commercial Banking Team; credit quality evaluation, responsiveness, and customer satisfaction. • Portfolio retention, profitability and stability of assigned book of business. • Development of CAs under PMs leadership.
COMPENSATION AND BENEFITS
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