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Financial Analyst - Loan Surveillance

at KeyCorp in Overland Park, Kansas, United States

Job Description

Location:11501 Outlook Street - Overland Park, Kansas 66211

 

JOB DESCRIPTION

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.

 

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

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 .

 

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.

Job Details

Company

KeyCorp

Location

11501 Outlook Street
Overland Park, Kansas 66211
United States

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Job Posting: 11497440

Posted On: May 14, 2021

Updated On: Jun 12, 2021