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Financial Analyst - Loan Surveillance

KeyBank Overland Park Full-Time
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ABOUT THE JOB

Evaluate and monitor the financial performance of income producing properties that secure loans serviced by Key.

ESSENTIAL JOB FUNCTIONS

  • Review and analyze operating statements.
  • Note changes in income, expenses or other significant issues and refer to manager any significant observations.
  • Correspond with borrowers to receive required documentation as scheduled by the loan documents.
  • Submit loans to pre-watch list committee for review if it is suspected the property is under performing.
  • Order and review annual property inspections.
  • Data entry of information into Excel®, RECWeb (proprietary system) or other databases.
  • Communicate with borrowers, as needed, to discuss property performance concerns and collect market condition information.
  • Correspond with investors and rating agencies to provide information as requested.

MARGINAL OR PERIPHERAL FUNCTIONS

  • Other duties as assigned

REQUIRED QUALIFICATIONS

  • Bachelor's degree in Business Administration, Real Estate, Finance, Economics, or Accounting
  • Proficiency in Microsoft Excel
  • Proficiency in Microsoft Word
  • Strong analytical skills
  • Excellent written and verbal communication skills
  • Detail oriented
  • Strong problem solving skills
  • Strong organizational skills

EQUIPMENT USED

  • Hardware: PC, phone, fax, copier, 10-key calculator
  • Software: Microsoft Word and Excel, Outlook

TRAINING REQUIRED

  • Classroom and on-the-job mentor training program
  • Continuing and ongoing training as needed


FLSA STATUS:Non-Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.
 

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Job ID: 35688BR

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