Portfolio Manager I, Native American Financial Services in Bellevue, WA at Key Bank- Corporate

Date Posted: 10/24/2018

Job Snapshot

  • Employee Type:
  • Location:
    601 108th Avenue Northeast
    Bellevue, WA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

JOB TITLE: NAFS Portfolio Manager
Grade/Benefit Designator: 81
Job Code: 108239


The Native American Financial Services Group (NAFS) provides a variety of financial solutions to the Native American Community. Tailored solutions often call for multiple disciplines within the KeyBank and Key Banc Capital Markets teams to come together to bring the capacity of Key to the client in the most effective and efficient manner. This position is responsible for managing a credit portfolio of tribal clients, including spreading and analyzing complex tribal governments and their business enterprises and conducting periodic reviews of credit relationships including credit analysis, collateral analysis and covenant compliance.

The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses. A strong understanding of fund accounting, GASB and GAAP financing principles is a minimum requirement. The Portfolio Manager is responsible for individual client and portfolio trend analytics and developing relevant research information that provides objective trend analysis tools that have client and internal reporting applications. The position also takes ownership of data integrity and is responsible for adhering to monitoring practices guidelines as set forth by the credit campus.

  • Spreads and analyzes complex tribal governments and their businesses
  • Develops and maintains covenant and relevant compliance reporting processes.
  • Gathers and reviews financial, collateral, and compliance tests consistent with conditions of approval.
  • Evaluates covenant compliance for each client on an ongoing basis
  • Oversees the operational aspects with the assistance of loan service team members.
  • Oversees continuing adherence to credit campus guidelines and best practices, including ongoing learning and knowledge with applicable teams.
  • Develops and prepares individual client and portfolio financial trend analytics including RR migration statistics.
  • Develops industry analytics for major industries in the NAFS space.
  • Develops financial capacity guidelines for tribal governments.
  • Performs credit underwriting and structural recommondations on credit requests
  • Interacts with internal partners, clients, and industry professionals on transaction issues
  • Reviews loan documentation for accuracy


  • Undergraduate degree in Business/Accounting/Finance. MBA preferred.
  • At least 2 years of commercial lending and portfolio management experience. Experience in governmental financial analysis
  • Demonstrated ability to read and understand fund accounting and restricted fund compliance.
  • Excellent client relationship skills.
  • Effective verbal and written communication skills involving tribal leaders, finance teams, legal teams, other lenders, and prospects.
  • Knowledge of bank policies and cross functional disciplines (cash management, loans, leases, syndications, and capital markets capabilities).

KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank’s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.


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.

JobID: 32355BR

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