Associate, Portfolio Management - Specialty Finance Lending

KeyBank • Superior, CO • 3h ago

Location:

1000 South McCaslin Boulevard, Superior Colorado

Job Summary

The Associate Account Exec will support the Specialty Finance Lending (SFL) portfolio through pre- and post-closing loan administration, risk monitoring, account maintenance, and customer service. This role involves coordinating operational activities across internal departments and external stakeholders, ensuring accurate and timely execution of loan transactions, compliance reporting, portfolio management. The Associate will act as a secondary, and in some cases take a lead role, in managing a portfolio of loan facilities, and play a key role in maintaining the integrity and performance of SFL accounts and supporting the SFL Originations team in delivering high-quality client service.

Essential Functions

Assist in all loan documentation, closing, booking, and system setup (LoanIQ).

Coordinate and approve advance/paydown requests and settlements of principal, interest, and fees.

Assist Account Executives in managing all changes to new and existing client/borrower loan facilities associated with amendments; renewals; waivers; joinders; as well as other loan restructurings.

Review borrowing base and servicer reports for compliance.

Monitor covenant adherence and facilitate audits and due diligence.

Support account setup including DDA accounts, lockbox structures, and collateral management.

Maintain accurate records and ensure proper booking of transactions.

Act as a secondary, and in some cases a primary, contact for clients/borrowers, agent banks, and co-lenders, as well as collateral/custody agents; back-up & third-party servicers; and auditors, managing communications and servicing issues.

Prepare and distribute monthly/quarterly portfolio reports, settlement reports, review Borrowing Base and Servicer Reports, and prepare ad hoc financial analysis.

Assist in coordinating and analyzing audit results and advise on operational or credit risks.

Ensure timely and accurate reporting to lenders, as well as internal and external stakeholders.

Interface and coordinate in person with borrowers, co-lenders, custodians, agent banks and co-lenders; and internal teams (Underwriting, Sales, Syndications, Legal, ECP, etc.).

Facilitate communication and documentation flow between parties.

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

Bachelor's Degree in Finance, Accounting, Business Administration, or a related field, or equivalent experience (required)

Master's Degree in Business Administration or related field (preferred)

Work Experience

3+ years of experience in loan operations, commercial lending, or financial services.

Familiarity with loan systems such as LoanIQ, Hogan, and related platforms

Experience with loan documentation, closing procedures, and compliance reporting

Strong understanding of financial statements, borrowing base structures, and waterfall payments

Ability to manage multiple priorities in a fast-paced environment Skills

Ability to interpret financial data and identify risks or discrepancies.

Precision in documentation, reporting, and transaction processing.

Clear and professional interaction with internal and external stakeholders.

Skilled in Excel, loan systems, and financial reporting tools.

Capable of managing complex workflows and meeting deadlines.

Resourceful in resolving account issues and facilitating operational improvements.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Work Location Category

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here (https://www.key.com/about/careers/working-with-us/benefits.html) for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 08/01/2026

KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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 HR_Compliance@keybank.com.

LI-Hybrid

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

KeyBank

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