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Portfolio Manager, IPG

Portfolio Manager, IPG

Dallas StaffingPhoenix, AZ, US
1 day ago
Job type
  • Temporary
Job description

Portfolio Manager

Location : 2390 East Camelback Road - Phoenix, Arizona 85016

The Portfolio Manager provides relationship management support for assigned portfolio of clients who are primarily active commercial real estate owners, investors, and developers. Portfolio Managers work in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform. Portfolio Managers help drive the financial performance of the team's revenue and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business development and lending / sales support, and operational support.

Essential Job Functions :

  • Proactively manages the portfolio to both maximize profitability and ensure strong asset quality.
  • Assists in resolving out-of-balance and / or other default situations which may occur in the portfolio.
  • Assists and supports in structuring and facilitating credit and non-credit product delivery.
  • Serves as the trusted advisor to clients and prospects.
  • Partners effectively with Credit, Product Partners, Closers, Servicing, technical services, and other partners.
  • Provides analysis of business and personal financial statements.
  • Delivers timely and accurate completion of write-ups, loan recommendations and structuring.
  • Analyzes and underwrites construction and interim loans.
  • Coordinates and completes annual reviews, loan renewals, quarterly portfolio reviews, and asset quality reports.
  • Participates in community and professional organizations.

Required Qualifications :

  • Bachelor's degree in accounting, finance or related field, or equivalent experience.
  • At least 2+ years of finance related experience.
  • Strong proficiency in MS Office suite, spreadsheets, Internet applications, and common business software.
  • Demonstrated ability to communicate effectively in both written and verbal communications.
  • Preferred Qualifications :

  • Masters of Business Administration.
  • Experience in commercial real estate lending and / or underwriting.
  • Competencies / Skills :

  • Outstanding credit skills, analytical skills, and financial acumen.
  • Excellent communication and listening skills.
  • Strong problem solving skills.
  • Quick learner.
  • Uses his / her time effectively and efficiently; can attend to a broad range of activities and keep projects / tasks moving forward within a reasonable and quick timeframe, if necessary.
  • Decision quality.
  • Customer focus.
  • Informing- provides others with information so that they can make accurate decisions; is timely with information.
  • Compensation and Benefits :

    This position is eligible to earn a base salary in the range of $90,000 to $120,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

    KeyCorp is an Equal Opportunity Employer committed to 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. 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.

    KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

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    Portfolio Manager • Phoenix, AZ, US

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