Financial Analyst - Loan Surveillance
Job Posting for Financial Analyst - Loan Surveillance at KeyBank
Job Description
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.
41132BR
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.
41132BR
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Salary.com Estimation for Financial Analyst - Loan Surveillance in Overland Park, KS
$77,603 to $102,908
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