KeyCorp

4 days ago

Portfolio Manager Agency CME

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Oversee KeyBank’s off-balance commercial real estate portfolio for conduit, agency, and life insurance clients, supervising Account Managers and coordinating portfolio service operations. Manage warehouse client relationships, support securitization and conversion activities, and review/authorize complex transactions (e.g., escrow holdbacks, construction draws, disbursements). Ensure compliance across regulatory, investor, and internal policies, assign asset risk ratings, train teams, and partner with IT to improve workflow efficiencies.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Supervise daily functions of Account Managers and organize workflow to ensure productivity and compliance.
•Serve as liaison for warehouse client relationships, including contract negotiations and subservicing transactions.
•Participate in new loan closing meetings and facilitate securitization and conversion processes.
•Review and approve complex financial transactions such as escrow holdbacks and construction draws, including authorizing disbursements and investor reporting.
•Evaluate and assign risk ratings through Asset Quality Reporting, participate in Asset Recovery Group planning, and recommend policy/procedure revisions.

Pay and Benefits

Salary: USD 71,000 - 125,000 annually

Key Requirements

•5+ years of commercial real estate servicing experience.
•Bachelor’s degree or equivalent experience (preferred).
•Experience managing commercial real estate loans using McCracken/Strategy and RECWeb.
•Understanding of legal principles for commercial real estate transactions and familiarity with underwriting standards.
•Ability to supervise staff, train others, manage workflows, and communicate effectively with internal teams, clients, and rating agencies.

Experience:5+ yearsCommercial real estate servicingConduitAgencyLife insurance

Education:Bachelor's

Skills:LeadershipTrainingWorkflow managementPrioritizationCommunication

Tech Stack:McCracken/StrategyRECWeb

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

KeyCorp

4 days ago

Portfolio Manager Agency CME

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Supervise daily functions of Account Managers and organize workflow to ensure productivity and compliance.
•Serve as liaison for warehouse client relationships, including contract negotiations and subservicing transactions.
•Participate in new loan closing meetings and facilitate securitization and conversion processes.
•Review and approve complex financial transactions such as escrow holdbacks and construction draws, including authorizing disbursements and investor reporting.
•Evaluate and assign risk ratings through Asset Quality Reporting, participate in Asset Recovery Group planning, and recommend policy/procedure revisions.

Pay and Benefits

Salary: USD 71,000 - 125,000 annually

Key Requirements

•5+ years of commercial real estate servicing experience.
•Bachelor’s degree or equivalent experience (preferred).
•Experience managing commercial real estate loans using McCracken/Strategy and RECWeb.
•Understanding of legal principles for commercial real estate transactions and familiarity with underwriting standards.
•Ability to supervise staff, train others, manage workflows, and communicate effectively with internal teams, clients, and rating agencies.

Experience:5+ yearsCommercial real estate servicingConduitAgencyLife insurance

Education:Bachelor's

Skills:LeadershipTrainingWorkflow managementPrioritizationCommunication

Tech Stack:McCracken/StrategyRECWeb

Company Brief

KeyCorp

KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cleveland, United States

Founded: 1849

Glassdoor: 3.6

Website LinkedIn