Manager managing a portfolio of MVLs and delivering advisory work for Interpath's Corporate Simplification team. Hybrid work combining home and office at external locations in the UK.
About the role
- Portfolio Manager managing commercial real estate client relationships at KeyCorp, providing financial solutions and driving portfolio profitability. Collaboratively working with stakeholders to ensure asset quality and compliance.
Responsibilities
- Provides relationship management support for assigned portfolio of clients
- Works in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions
- Proactively manages the portfolio to maximize profitability and ensure strong asset quality
- Assists in structuring and facilitating credit and non-credit product delivery
- Analyzes and underwrites construction and interim loans according to KeyCorp credit policy
- Coordinates and completes annual reviews, loan renewals, and quarterly portfolio reviews
- Monitors assigned portfolio for adherence to approved loan requirements
- Participates in community and professional organizations to enhance expertise
Requirements
- Bachelor's Degree in accounting, finance or related field (preferred) OR equivalent experience (required)
- 1+ years of finance related experience (preferred)
- Strong proficiency in MS Office suite, spreadsheets, Internet applications, and common business software (preferred)
- Demonstrated ability to communicate effectively in both written and verbal communications (preferred)
- Master of Business Administration (preferred for Senior Portfolio Manager)
- At least 3 plus years of commercial real estate underwriting and/or lending experience (required for Senior Portfolio Manager)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses
- Stock options
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