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Portfolio Analyst I Job in Cleveland, Ohio US
Monster
 
 
 
 

Job Summary

Company
KeyBank NA
Location
Cleveland, OH
Industries
Government and Military
Job Type
Full Time
Employee
Years of Experience
Less than 1 Year
Job Reference Code
86111083

Portfolio Analyst I

About the Job

Location:
4910 Tiedeman Road, Brooklyn Ohio

Job Summary
This position is responsible for assisting the Portfolio Management and Underwriting Team in their management of all aspects of a portfolio of dealer lending clients, including underwriting credit facilities, loan documentation, ongoing credit analysis and collateral management. It is expected that the Portfolio Analyst gain an understanding of all aspects of each client's business and assist the Portfolio Managers in the proactive identification and resolution of potential issues in their assigned portfolio.

Essential Functions

Assist Portfolio Managers in the management of a portfolio of existing accounts which may include activities such as: preparation of asset quality reviews and quarterly reviews; evaluation of requests for waivers and amendments; ordering of third party appraisal reports and flood search reports; completing "Know Your Customer" (KYC) due diligence reviews; completing collateral audit inspection reports and cascade performance issues; and performing work associated with operational aspects related to loan servicing
Complete Annual Reviews of existing dealer client relationships in partnership with the Portfolio Managers and Relationship Managers
Work with Enterprise Banking Portfolio Managers in the creation and distribution of industry relevant reports used by the relationship management team in their sales efforts
Partner with Portfolio Managers and Relationship Managers to identify client opportunities and recommend financial solutions for Dealer client relationships
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 Business, Accounting or Finance (preferred)

OR equivalent experience (required)

Work Experience

1+ years (preferably 2+ years) of working experience within a business/commercial lending environment (required)
1+ years of commercial portfolio or relationship management experience (preferred)

Skills

Demonstrated teamwork and leadership through extracurricular activities
Strong accounting and finance acumen
Good analytical and decision-making skills
Exceptional interpersonal and relationship-building skills
Strong knowledge of Microsoft Office applications, with an emphasis on Excel and PowerPoint
Ability to work independently and as part of a team
Understands Key's risk culture and effectively manages risk/reward trade-offs
Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient work flow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources.
Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect.
Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes the more opportunities than others.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

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.

Travel

Occasional travel to include overnight stay.

Work Location Category

Hybrid (3+ days)

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $52,000.00 - $80,000.00 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 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: 02/10/2026

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

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.
 
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