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Investor Reporting Analyst II in Overland Park, KS at KeyBank

Date Posted: 10/1/2020

Job Snapshot

  • Employee Type:
  • Location:
    11501 Outlook Street
    Overland Park, KS
  • Date Posted:

Job Description

Under the supervision of the department manager, this position is primarily responsible for accurate and timely reporting and remitting as dictated by the related servicing agreements for the assigned contracts.

  • Accurately gather, validate and report loan information to trustee and or owners per the servicing agreements, using the core systems (i.e. KCMWeb and Key2CRE).
  • Understand and interpret Pooling and Servicing Agreements (PSA), Sale and Servicing Agreements (SSA) and Sub-Agreements, as applicable.
  • Understand and properly utilize current reporting systems such as KCMWeb.
  • Accurate preparation of wires and custodial funds movements via Strategy.
  • Timely and accurately reconcile custodial bank accounts and clear outstanding items are required.
  • Review and communicate new contract setup information as assigned including Strategy Investor Setup, Collection Account Setup, and KCMWeb Setup.
  • Reconcile, accrue, and collect, as applicable, funds related to advancing transactions. Additionally, monitor advance levels to eliminate corporate exposure.
  • Accurate and timely reporting of critical elements related to not only cash elements but also delinquency, special servicing, modifications, etc.
  • Monitor, resolve, and develop validation exceptions as appropriate.
  • Monitor calculation and reporting of Realized Losses, Appraisal Reductions Amounts (ARA) and Appraisal Subordinate Entitlement Reductions (ASERs), and Prepayment Interest Shortfall/Excesses, as applicable.

  • Assist in training new employees as required.
  • Participate in special projects as needed.
  • Participate in team development and team building
  • Minimum of four years investor reporting experience or within the industry with emphasis in loan servicing or real estate reporting.
  • Background in accounting, finance, or real estate preferred.
  • Experience in commercial mortgage loan servicing, accounting or loan operations.
  • Working knowledge of McCracken/Strategy loan servicing system.
  • Microsoft Excel, Word, and Lotus Notes proficient.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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, disability, or veteran status.



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