Financial Analyst – Surveillance

KeyCorp
United States
Workplace: HybridFull timeUSD 25 - 38.46 hourlyFunction: Finance & AccountingEducation: bachelorsSkills: ["Communication","Stakeholder management","Time management","Autonomous work","Data sensitivity/discretion"]

Oversee performance and physical condition of a commercial real estate loan portfolio, supporting surveillance through detailed analysis of inspections, rent roll/occupancy, and operating statements. Research inquiries and communicate findings to borrowers, investors, rating agencies, and internal partners. Manage the annual inspection workflow with vendors, maintain watchlist risk research, ensure covenant compliance, and produce recommendations for underperforming loans using Excel-based financial analysis.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Financial Analyst – Surveillance

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Oversee performance and physical condition of a commercial real estate loan portfolio, supporting surveillance through detailed analysis of inspections, rent roll/occupancy, and operating statements. Research inquiries and communicate findings to borrowers, investors, rating agencies, and internal partners. Manage the annual inspection workflow with vendors, maintain watchlist risk research, ensure covenant compliance, and produce recommendations for underperforming loans using Excel-based financial analysis.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Collect and analyze annual property inspections, quarterly rent roll/occupancy reports, and operating statements.
  • •Assess cash flows, debt yield coverages, lease terms, physical deterioration, and market-level conditions.
  • •Manage the annual property inspection process, including ordering, tracking, uploading, and reviewing inspections.
  • •Maintain and manage a Watchlist of elevated-risk properties and loans, researching and sharing findings with the investment community.
  • •Ensure borrower compliance with loan covenants and conduct intensive analysis to make recommendations for underperforming loans.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •Bachelor’s degree (preferred) or equivalent experience (required).
  • •Some experience in commercial real estate, property analysis, or a related field (preferred).
  • •Ability to interpret financial and operational data to assess property performance and risk.
  • •Skilled in reviewing income statements, balance sheets, and cash flow reports.
  • •Proficient in using Excel for data analysis and financial modeling.
Experience:Commercial real estateProperty analysis
Education:Bachelor's
Skills:CommunicationStakeholder managementTime managementAutonomous workData sensitivity/discretion
Tech Stack:Excel

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
Glassdoor: 3.6
WebsiteLinkedIn