Associate, Portfolio Management - Specialty Finance Lending

Location

1000 South McCaslin Boulevard, Superior, Colorado

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, and 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 while supporting the SFL Originations team in delivering high‑quality client service.

• 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, and 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, co‑lenders, collateral custodians, 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, internal and external stakeholders.
• Interface and coordinate in person with borrowers, co‑lenders, custodians, agent banks, and internal teams (Underwriting, Sales, Syndications, Legal, ECP, etc.).
• Facilitate communication and documentation flow between parties.
• Perform other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all Key Bank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

• Commonly 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).

• 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.
• 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.
• Skill in Excel, loan systems, and financial reporting tools.
• Capability to manage complex workflows and meet deadlines.
• Resourceful in resolving account issues and facilitating operational improvements.

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

General office – prolonged sitting, ability to communicate face to face 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.

This position is eligible to earn a base salary in the range of $69,000.00–$ annually. Placement within the pay range may differ based on…