Specialty Finance Lending
Banking
Associate,PortfolioManagement
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“Associate, Portfolio Management at Specialty Finance Lending. Skills: loan administration, risk monitoring, account maintenance, financial analysis, LoanIQ. Support the Specialty Finance Lending (SFL) portfolio through pre- and post-closing loan administration, risk monitoring, account maintenance, and customer service. Coordinate operational activities, ensure accurate and timely execution of loan transactions, compliance reporting, and portfolio management. Manage a portfolio of loan facilitie”
What You'll Achieve.
Ensure accurate and timely execution of loan transactions, compliance reporting, and portfolio management. Maintain the integrity and performance of SFL accounts. Deliver high-quality client service.
Industry & Context.
interpret financial data; identify risks or discrepancies; managing complex workflows; resolving account issues
Complies with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
What They're Looking For.
Must Have
Bachelor's Degree in Finance, Accounting, Business Administration, or a related field, or equivalent experience. 3+ years of experience in loan operations, commercial lending, or financial services. Familiarity with loan systems such as LoanIQ, Hogan, and related platforms. Experience with loan documentation, closing procedures, and compliance reporting. Understanding of financial statements, borrowing base structures, and waterfall payments. Ability to manage multiple priorities in a fast-paced environment.
Nice to Have
Master's Degree in Business Administration or related field.
What You'll Do.
Support the Specialty Finance Lending (SFL) portfolio through pre- and post-closing loan administration, risk monitoring, account maintenance, and customer service.
Coordinate operational activities, ensure accurate and timely execution of loan transactions, compliance reporting, and portfolio management.
Manage a portfolio of loan facilities, maintain integrity and performance of SFL accounts, and support the SFL Originations team.
How You'll Work.
Team & Collaboration
Interface and coordinate in person with borrowers, co-lenders, custodians, agent banks and co-lenders; and internal teams (Underwriting, Sales, Syndications, Legal, ECP, etc.). Facilitate communication and documentation flow between parties.
Communication Scope
Clear and professional interaction with internal and external stakeholders
Full Job Description
**Location:** 1000 South McCaslin Boulevard, Superior Colorado **Job Summary** The Associate Account Exec will support the Specialty Finance Lending (SFL) portfolio through pre- and post-closing loan administration, risk monitoring, account maintenance, and customer service. This role involves coordinating operational activities across internal departments and external stakeholders, ensuring accurate and timely execution of loan transactions, compliance reporting, portfolio management. The Associate will act as a secondary, and in some cases take a lead role, in managing a portfolio of loan facilities, and play a key role in maintaining the integrity and performance of SFL accounts and supporting the SFL Originations team in delivering high-quality client service. **Essential Functions** * Assist in all loan documentation, closing, booking, and system setup (LoanIQ). * Coordinate and approve advance/paydown requests and settlements of principal, interest, and fees. * Assist Account Executives in managing all changes to new and existing client/borrower loan facilities associated with amendments; renewals; waivers; joinders; as well as other loan restructurings. * Review borrowing base and servicer reports for compliance. * Monitor covenant adherence and facilitate audits and due diligence. * Support account setup including DDA accounts, lockbox structures, and collateral management. * Maintain accurate records and ensure proper booking of transactions. * Act as a secondary, and in some cases a primary, contact for clients/borrowers, agent banks, and co-lenders, as well as collateral/custody agents; back-up & third-party servicers; and auditors, managing communications and servicing issues. * Prepare and distribute monthly/quarterly portfolio reports, settlement reports, review Borrowing Base and Servicer Reports, and prepare ad hoc financial analysis. * Assist in coordinating and analyzing audit results and advise on operational or credit risks. * Ensure timely and a
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