Associate, Asset Manager - Specialty Finance Lending

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Associate, Asset Manager - Specialty Finance Lending

mid · Asset Management

Location:

• 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.

• 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. (required)
• Familiarity with loan systems such as LoanIQ, Hogan, and related platforms (required)
• Experience with loan documentation, closing procedures, and compliance reporting (required)
• Strong understanding of financial statements, borrowing base structures, and waterfall payments (required)
• Ability to manage multiple priorities in a fast-paced environment (required)

• 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.

• All KeyBank 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 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.

COMPENSATION AND BENEFITS

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.

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.