Job description
Location:
4910 Tiedeman Road - Brooklyn, Ohio 44144
ESSENTIAL JOB FUNCTIONS
REQUIRED QUALIFICATIONS
- Assist Portfolio Managers and Relationship Managers with daily actviites related to portfolio management customer support such as:
- Monitoring and managing portfolio activity to track payments, overdrafts including the proper disposition
- Ensuring client financial data reporting is received and tracked in LOB’s financial management software
- Logging financial statement receipt into CDT tracking database.
- Maintaining electronic copies of all financial statements within established parameters.
- Spreading dealer factory statements, internally prepared client statements, CPA prepared statements, and
- Responsible for overall management of line of business electronic file databases (e.g. managing the electronic statement entry process for the Navigator spreading systems)
- Assist Line of Business Management in daily and monthly portfolio oversite.
- Provide secondary oversight to ensure the accuracy of the portfolio’s client reporting and risk ratings
- Create, compile, format and distribute reports for monthly risk management meetings
- Work with third party vendors as assigned by management
- Other duties as assigned by management
REQUIRED QUALIFICATIONS
- High School Diploma or Equivalent is required; Bachelor’s Degree preferred
- Spreadsheet import/extract capabilities
- Proficient in Microsoft Office products
- Strong team player
- Strong written and oral communication skills.
- Ability to prioritize and multi-task.
- Basic understanding of financial statement composition.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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
.
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