Portfolio Manager
KeyBank
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Arizona, Colorado, Texas, Utah, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $79,000 - $146,000 per year
Job Level
Junior
About the role
- Proactively manages the portfolio to both maximize profitability and ensure strong asset quality
- Assists in resolving out-of-balance and/or other default situations
- Assists and supports in structuring and facilitating credit and non-credit product delivery
- Actively supports Key’s asset generation strategy
- Supports the team’s consultative process to deepen existing relationships
- Establishes strong credibility with internal and external stakeholders
- Provides analysis of business and personal financial statements
- Delivers timely and accurate completion of write-ups and loan recommendations
- Coordinates and completes annual reviews, loan renewals, and asset quality reports
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)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible working options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysiscredit structuringloan recommendationsportfolio managementasset quality assessmentbusiness financial statements analysisdefault resolutionannual reviewsloan renewals
Soft skills
communicationrelationship managementcredibility establishmentconsultative process support
Certifications
Bachelor's Degree in accountingBachelor's Degree in financerelated field experience