Job details

Portfolio Manager I - Agency

Location:11501 Outlook Street - Overland Park, Kansas 66211JOB BRIEF (PURPOSE)• Under the direction of the Vice President of Agency servicing, the person in this position is responsible for supervising the work performed by the Asset Managers. He/she will monitor the work output to ensure that all regulatory, investor guidelines, and internal policies and procedures are met.ESSENTIAL JOB FUNCTIONS• Supervise the daily functions performed by the Asset Managers. Plan and organize the workflow to achieve maximum productivity.• Collaborate with the Vice President of Agency servicing in determining staffing needs and space. Interview applicants, make hiring recommendations, complete performance appraisals, and recommend salary increases.• Train staff members to ensure all procedures are implemented and followed appropriately.• Assist Vice President of Agency servicing in establishing departmental goals to meet company objectives. Continuously evaluate department progress in the attainment of the goals. Prepare monthly progress and status reports.• Interact with other departments within the company to facilitate the timely resolution of issues or challenges.• Recommend revisions to policies and procedures, and at manager’s discretion, implement subsequent changes to incorporate them into the department workflow.• Authorize routine reserve disbursements, escrow analyses refunds and waive late charges following clearly established guidelines.• Prepare, plan and review asset summary reports quarterly for their staff.• Be the liaison for the bank for all agency relationships.• Responsible for preparing the staff and loans for agency audits. As well as preparing written responses to any findings and for the implementation of any required changes by the agencies.MARGINAL OR PERIPHERAL FUNCTIONS• Assist the Vice President of Agency servicing with special projects, as assigned• Train new employeesREQUIRED QUALIFICATIONS• Four-year college degree• Five years commercial real estate servicing experience, including agency servicing• Ability to travel overnight at least once a month for Agency property inspections is required• Property inspection certified• Excellent verbal and written communication skills, as well as a high degree of analytical skills• Experienced in drafting departmental policy and procedure manuals• Overall knowledge of property financial statement analysis• Overall knowledge of commercial underwriting• Knowledge of legal document review and interpretationPREFERRED QUALIFICATIONS• Experienced in preparing departmental annual budgets• Background in real estate law, accounting/auditing, or commercial loan underwriting• Experience with McCracken/Strategy and RECWeb loan servicing systems• Efficient in the use of word processing, spreadsheet, and email software, such as Microsoft Word, Excel and OutlookEQUIPMENT USED• Personal Computer• Standard office equipment (phone, fax, copier, calculator)• GPS• Digital CameraTRAINING REQUIRED• On the job training as requiredJob Posting Expiration Date: 08/16/2024KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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Average salary estimate

$70000 / YEARLY (est.)

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$60000K

$80000K

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What You Should Know About Portfolio Manager I - Agency, KeyBank

Are you ready to take your career to the next level with KeyCorp as a Portfolio Manager I - Agency? Located in Overland Park, Kansas, this role is all about stepping into a supervisory position where you’ll oversee the diligent work performed by the Asset Managers to ensure we comply with all regulatory and investor guidelines. Your leadership will foster a productive environment as you organize workflows, supervise daily activities, and collaborate with the Vice President of Agency servicing. You’ll be involved in the entire talent management cycle — from interviewing candidates and making hiring recommendations to conducting performance appraisals. With your expertise in commercial real estate servicing and your knack for training staff, you’ll ensure that all procedures are seamlessly implemented. You'll also prepare asset summary reports while being the bank's liaison for agency relationships. If you’re excited about developing departmental goals, monitoring progress, and occasionally traveling for property inspections, this could be the perfect opportunity for you! Join us and make an impact at KeyCorp!

Frequently Asked Questions (FAQs) for Portfolio Manager I - Agency Role at KeyBank

What are the responsibilities of a Portfolio Manager I - Agency at KeyCorp?

As a Portfolio Manager I - Agency at KeyCorp, your key responsibilities include supervising the Asset Managers, monitoring workflow productivity, and ensuring compliance with regulatory and investor guidelines. You will also collaborate with the Vice President of Agency servicing to determine staffing needs and assist in establishing departmental goals. Conducting performance appraisals and training staff members are also critical components of your role.