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KeyBank Financial Analyst - Loan Surveillance in Overland Park, Kansas

Financial Analyst - Loan SurveillanceinOverland Park, KSatKey Bank- Corporate

Date Posted: 11/8/2019

Job Snapshot

  • Employee Type: Full-Time

  • Location: 11501 Outlook Street Overland Park, KS

  • Job Type: Banking

  • Experience: Not Specified

  • Date Posted: 11/8/2019

About Us

Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

Our goal is to be the best regional bank in the U.S. What that means is we put our clients needs first and take a customized approach to meeting those needs. At Key we ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.

Job Description

ABOUT THE JOB

Position maintains current borrower s financial history.

ESSENTIAL JOB FUNCTIONS

  • Evaluate and spread operating statements. Note changes in income, expenses or other significant issues and refer to manager any significant observations.

  • Review rent rolls. Note tenant defaults, major lease expirations or other significant changes and refer to manager any significant observations.

  • Collect and review borrower balance sheets as needed.

  • Correspond with borrowers to receive required documentation as scheduled.

  • Submit loans to the pre-watch list committee for review if it is suspected the borrower is withholding information due to poor property performance.

  • Order and review annual property inspections and determine whether any further action is required.

  • Verify the accuracy of information recorded in the system with the Prospectus.

  • Data entry of information into Excel, KCM Web (proprietary system) or other databases.

MARGINAL OR PERIPHERAL FUNCTIONS

Other duties as assigned.

REQUIRED QUALIFICATIONS

  • Bachelor's degree in Business Administration, Real Estate, Finance, Economics, or Accounting

  • 1-2 years of analytical work experience or strong internship(s) preferred

  • Proficiency in Microsoft Excel

  • Proficiency in Microsoft Word

  • Strong analytical skills

  • Excellent oral and written 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, Lotus Notes

TRAINING REQUIRED

On-the-job mentor training program.

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.

38628BR

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