Portfolio Manager - Agency CME

Location:

11501 Outlook Street, Overland Park Kansas

JOB BRIEF (PURPOSE)

Under the direction of the Vice President of Agency servicing, the person in this position is responsible for supervising the work performed by the Asset Managers. He/she will monitor the work output to insure that all regulatory, investor guidelines, and internal policies and procedures are met.

ESSENTIAL JOB FUNCTIONS

• Supervise the daily functions performed by the Asset Managers. Plan and organize the workflow to achieve maximum productivity.
• Collaborate with the Vice President of Agency servicing in determining staffing needs and space. Interview applicants, make hiring recommendations, complete performance appraisals, and recommend salary increases.
• Train staff members to ensure all procedures are implemented and followed appropriately.
• Assist Vice President of Agency 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.
• Interact with other departments within the company to facilitate the timely resolution of issues or challenges.
• Recommend revisions to policies and procedures, and at manager’s discretion, implement subsequent changes to incorporate them into the department workflow.
• Authorize routine reserve disbursements, escrow analyses refunds and waive late charges following clearly established guidelines.
• Prepare, plan and review asset summary reports quarterly for their staff.
• Be the liaison for the bank for all agency relationships.
• Responsible for preparing the staff and loans for agency audits. As well as preparing written responses to any findings and for the implementation of any required changes by the agencies.

MARGINAL OR PERIPHERAL FUNCTIONS

• Assist the Vice President of Agency servicing with special projects, as assigned
• Train new employees

REQUIRED QUALIFICATIONS

• Four-year college degree
• Five years commercial real estate servicing experience, including agency servicing
• Ability to travel overnight at least once a month for Agency property inspections is required
• Property inspection certified
• 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 property financial statement analysis
• Overall knowledge of commercial underwriting
• Knowledge of legal document review and interpretation

PREFERRED QUALIFICATIONS

• Experienced in preparing departmental annual budgets
• Background in real estate law, accounting/auditing, or commercial loan underwriting
• Experience with McCracken/Strategy and RECWeb loan loan servicing systems
• Efficient in the use of word processing, spreadsheet, and email software, such as Microsoft Word, Excel and Outlook

EQUIPMENT USED

• Personal Computer
• Standard office equipment (phone, fax, copier, calculator)
• GPS
• Digital Camera

TRAINING REQUIRED

• On the job training as required

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 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: 07/03/2026 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 View email address on jobs.institutedata.com.

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