Manager II - Investor Reporting

KeyBank•Overland Park, KS

3d•$79,000 - $146,000

About The Position

Under the direction of the senior department manager, lead and manage a team of Investor Reporting Analysts whose primary responsibility is to accurately and timely report and remit as dictated by the related servicing agreements for assigned master, primary and or special servicing contracts. Essential Job Functions: Review and understand investor reporting aspects of new master, primary and special contracts, establish reporting requirements, design reports as necessary, and assign to appropriate staff. Monitor existing master, primary and special contracts to assure compliance and efficiency of delivery of funds and reports Review and understand Agency and Life Pension Reporting aspects, establish reporting requirements, design reports as necessary and assign to appropriate staff. Hire, train, and supervise Investor Reporting team including setting performance standards, providing performance reviews, addressing employee concerns, motivating, and providing special recognition Evaluate Investor Reporting team tasks against human resources in conjunction with existing and projected servicing volumes. Provide leadership to the Investor Reporting team to define all reporting processes, establish procedures, and provide training for implementation Evaluate and monitor the reporting processes and procedures, working with IT to automate and streamline processes as necessary. Receive and effectively handle communications from external parties in a timely manner. Provide clear and concise communications to internal parties relative to KBREC goals, objectives, expectations and other issues. Provide quality and timely responses to all Investor Reporting customers (senior management, portfolio teams, third party customers, i.e. rating agencies, trustees, investors, borrowers, vendors, etc.) Marginal or Peripheral Functions: Coordinate work activities with servicing and corporate accounting staff as necessary Participate in special projects as needed

Requirements

B.S. in Accounting, Finance or related business field and/or comparable experience
Minimum of three years Investor Reporting experience
Knowledge of CREFC Life/Pension and/or Agency Reporting
Detail-oriented with ability to see big picture
Excellent written and verbal communication skills, as well as a high degree of analytical skills
Excellent organizational skills, efficiently handle multiple tasks and deadlines

Nice To Haves

Experience in commercial mortgage loan servicing, accounting or loan operations
Working knowledge of McCracken/Strategy loan servicing system
Microsoft Products proficient

Responsibilities

Review and understand investor reporting aspects of new master, primary and special contracts, establish reporting requirements, design reports as necessary, and assign to appropriate staff.
Monitor existing master, primary and special contracts to assure compliance and efficiency of delivery of funds and reports
Review and understand Agency and Life Pension Reporting aspects, establish reporting requirements, design reports as necessary and assign to appropriate staff.
Hire, train, and supervise Investor Reporting team including setting performance standards, providing performance reviews, addressing employee concerns, motivating, and providing special recognition
Evaluate Investor Reporting team tasks against human resources in conjunction with existing and projected servicing volumes.
Provide leadership to the Investor Reporting team to define all reporting processes, establish procedures, and provide training for implementation
Evaluate and monitor the reporting processes and procedures, working with IT to automate and streamline processes as necessary.
Receive and effectively handle communications from external parties in a timely manner.
Provide clear and concise communications to internal parties relative to KBREC goals, objectives, expectations and other issues.
Provide quality and timely responses to all Investor Reporting customers (senior management, portfolio teams, third party customers, i.e. rating agencies, trustees, investors, borrowers, vendors, etc.)
Coordinate work activities with servicing and corporate accounting staff as necessary
Participate in special projects as needed