Lead CRE Portfolio & Servicing Manager

KeyCorp; Overland Park (KS); Hybrid; USD 71,000 - 125,000; Full time

Job summary

KeyCorp Overland Park seeks a Servicing Supervisor to oversee a team of Account Managers and ensure compliance with regulatory and internal policies. The role coordinates with senior leaders on securitization and loan processes while driving department goals.

You will participate in new business efforts, manage warehouse client contracts, and supervise daily operations, with a hybrid in-office/work-from-home approach and a salary range that reflects experience.

Qualifications

• Excellent verbal and written communication skills, as well as a high degree of analytical skills.
• Experienced in drafting departmental policy and procedure manuals.
• Overall knowledge of commercial underwriting.
• Overall knowledge of property financial statement analysis.
• Knowledge of legal document review and interpretation.

Responsibilities

• Assist New Business Team in securing new clients.
• Act as liaison and manage warehouse client relationships through negotiation of warehouse contracts, servicing agreements, and subservicing transactions.
• Supervise the daily functions performed by Account Managers.
• Plan and organize the workflow to achieve maximum productivity while maintaining fiduciary responsibility of contractual obligations.
• Facilitate with vice president the securitization and conversion process with internal and external clients, legal staff, auditors and investors.
• Actively participate in New Loan Closing Meetings with the Originations/Underwriting Teams.
• Assist vice president of servicing in establishing departmental goals to meet company objectives.
• Continuously evaluate department progress in the attainment of the goals.
• Prepare monthly progress and status reports.
• Collaborate with the vice president of servicing in determining staffing needs.
• Interview applicants, make hiring recommendations, complete performance appraisals, and recommend salary increases.
• Review and Approve complex cash management agreements, escrow holdbacks, capital reserve disbursements, and construction draws.
• Authorize disbursements from the cash management and investor reporting accounts.
• Train staff members to ensure all procedures are implemented and followed appropriately.
• Work with IT to establish technological effeciencies regarding workflow.
• Act as a delegate of authority for the VP of Servicing.
• Assist and coordinate all servicing transfers in and out of KeyBank, insuring all information necessary to continue servicing is received or sent in a timely and accurate manner.
• Evaluate and assign risk ratings to KeyBank assets through the AQR process.
• Contribute to and participate in all planning sessions and workout strategies with ARG.
• Recommend revisions to policies and procedures, and at manager’s discretion, implement subsequent changes to incorporate them into the department workflow.

Skills

Verbal and written communication

Analytical skills

Policy and procedure drafting

Underwriting knowledge

Legal document interpretation

Education

Four-year college degree

Tools

McCracken/Strategy and RECWeb

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

KeyCorp Overland Park seeks a Servicing Supervisor to oversee a team of Account Managers and ensure compliance with regulatory and internal policies. The role coordinates with senior leaders on securitization and loan processes while driving department goals.

You will participate in new business efforts, manage warehouse client contracts, and supervise daily operations, with a hybrid in-office/work-from-home approach and a salary range that reflects experience.