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Lead Specialist (Commercial Loan Booking) in Brooklyn, OH at KeyBank

Date Posted: 1/11/2021

Job Snapshot

  • Employee Type:
  • Location:
    4910 Tiedeman Road
    Brooklyn, OH
  • Date Posted:

Job Description

Under some supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development. The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will escalate issues as needed.

This position is responsible for the review of loan documentation for complex commercial loan clients and the booking of basic commercial loans. The incumbent will participate as a team member dedicated to supporting the growth and servicing of the Specialty lines of business and providing the highest quality of customer service to internal and external clients.

Essential job function
• This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties
• Administers moderate procedures, analysis, tasks and reporting while receiving limited instructions for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process
• Reviews and ensures proper documentation or procedures are used for moderate activities
• Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to Senior level or supervisor. May provide service in relation moderate complex billing inquiries, service requests, suggestions and complaints from customers
• Uses some independence of thought to resolve basic issues, and refers more complex problems to supervisors or other experts.
• Recommends and implements programs to solve routine issues, contributes to work flow or process change and redesign, and forms a foundational/basic understanding of the specific product or process
• Accountable for regular reporting and analysis requests
• Typically covers a broad range of responsibilities rather than focusing on one specific role.
• Is fully proficient in duties while working under moderate to limited supervision.
• Other duties as assigned

  • Reviews loan document packages and ensures all documents are present to ensure Bank’s position
  • Identifies and cites loan exceptions as appropriate to ensure the communication of documentation issues.
  • Able to interpret and develop documents for collateral associated with complex commercial loans.
  • Identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer.
  • Facilitates simple validation of borrowing entity.
  • Ability to work in on-line, image enabled work queues to ensure timely processing of tasks.
  • Effective utilization of “dual monitor” environment.
  • Ability to work in and support virtual team environment.
  • Cross-site partnering.
  • Best practice sharing.
  • Accurate identification and indexing of task related documents.
  • Answer customer’s basic questions and inquiries.
  • Prioritize work for self and team.
  • Be committed to continuous improvement
  • Research requests to a correct conclusion and effectively communicate the results.
  • Attend and participate in booking classes.
  • Apply basic accounting principles.
  • Consult with internal client(s) and be able to apply discretionary judgment to accommodate documentation and booking inquiries.
Act as team champion to assist team members.

Required Qualifications:
Experience & Education
• 1+ years of experience in operations role
• High School Diploma or equivalent work experience required. College degree preferred
Skillsets Required at all Specialist Levels
• Works well with others in a fully developed team environment
• Open minded and adaptable to new ideas in a changing environment
• Exceptional attention to detail.
• Ability to work under pressure and meet deadlines
• Proficient in Microsoft Office applications
• Proficient in 10-Key, able to perform with a high degree of speed and accuracy.
• Proven ability to handle monetary/ processing functions independently
• Proven ability to handle high transaction volumes accurately and meet production goals
  • Knowledge of basic accounting principles.
  • Ability to make basic judgments and decisions.
  • Good understanding of loan documentation and regulations relating to loans, as well as knowledge/experience of the loan accounting systems, monetary processing and some system maintenance functions.
  • Proven strong customer service skills and work ethic.
  • Proven analytical skills.
  • Open minded and adaptable to new ideas in a changing environment.
  • Expertise on accounting systems.
  • Advanced knowledge of commercial loan documentation preferred
  • Advanced knowledge of loan booking systems (commercial loan accounting system, as well as ancillary systems that provide support to commercial loans) preferred
  • Knowledge of commercial/consumer credit policies, products and compliance regulations.
  • Strong communication skills, both verbal and written.
  • Fully embraces the high performing team concepts of empowerment, mutual success and accountability.
  • Completed Level II learning plan.

Preferred Qualifications:
• Proven strong verbal/written communication and interpersonal skills
• Good judgement and decision making skills, basic leadership skills
• Ability to identify issues and demonstration of basic analytical, research and problem resolution skills
• Comfortable navigating multiple computer systems and applications, utilizing resources to solve routine challenges
• Moderate knowledge of banking policies, procedures, government regulations
• Ability to perform moderate scheduled and non-scheduled maintenance functions
• Excellent customer service skills and ability to handle routine/occasional customer service inquiries independently
• May train or assist in training new staff
• Ability to work with minimal supervision in decision making​

System proficiency preferred:
Laser Pro Lending
AutoLoan Booking
Doc Log
Windows and MS Office Products (Word, Excel)
Lotus Notes
ALS Negotiable Collateral Database
KeyNet/Key for Business/Key Bulletins
Basic internet comprehension
Credit Write-Up Approval (CWA) on RMW platform
Small Business Underwriting (SBU)
CRINT (Credit Interface with CWA and SBU)
Obligor Database


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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