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Lead Specialist Loan Origination (Sales Support Team) in Canton, OH at Key Bank- Corporate

Date Posted: 7/16/2020

Job Snapshot

  • Employee Type:
  • Location:
    202 2nd Street Northeast
    Canton, OH
  • Date Posted:

Job Description

Job Brief:
​​In a Financial Services Contact Center environment, the CLC Sales Support Associate processes new loan applications taken by the Internet channel. The CLC Sales Support Associate will work as the liaison between the client and Underwriting Department gathering information necessary for credit decisions, as well as resolving internal and external client inquiries and concerns. The Associate will build and strengthen relationships with new and existing clients in a fast-paced environment.

Essential Job Function:

• Respond to inbound calls and make outbound calls to relay credit decisions. (i.e., approved, declined, counter offer, etc.)

• Work with clients to resolve any issues and /or questions that arise during application process. Ability to problem solve and offer alternatives to clients. Problem solving skills to include offering guidance to clients on where/who to contact to ensure proper and timely resolution.

• Work in a virtual environment building and strengthening relationships with new and existing clients by recognizing cross-selling opportunities in a fast-paced environment.

• Actively promote KeyBank's products and services and effectively refer clients to the appropriate sales source for sale closure.

• Partner with the branches to schedule closing appointments. Ensure client and branch representative are well informed of all approval conditions to guarantee quick turnaround and satisfied clients.

• Order loan documents.

• Meet and exceed individual performance goals and contribute to the overall success of the team.

• Be registered and certified under the Nationwide Mortgage Licensing System and Registry.

Marginal or Peripheral Functions:

• Faxing and e-mailing

• Preparing and mailing customer correspondence.

• Utilizing a contact center call routing platform to initiate and receive calls and/or emails

• Support other lines of business as back up based upon staffing needs.

Required Qualifications:
• High School Diploma

• Two years customer service experience

• Excellent written and oral communication skills

• Strong organizational and time management skills.

• Knowledge of Microsoft Office utilities, including Word & Excel.

Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

Preferred Skills / Qualifications:
Preferred Qualifications:

• Associate or Bachelor's Degree

• Financial Services background experience

• Knowledge of Consumer Lending Financial Products

• Call Center Experience

Job Location:
Canton, OH


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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