Lead Specialist or Specialist (Commercial Loan Services) in Brooklyn, OH at Key Bank- Corporate

Date Posted: 9/28/2018

Job Snapshot

  • Employee Type:
  • Location:
    4910 Tiedeman Road
    Brooklyn, OH
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

This position may be filled at different salary grade levels depending on requirements. There are two openings.

Job Brief:
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:
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 book collateral associated with complex commercial loans.
Book basic commercial loans, including lines for Letters of Credit and bought participations.
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.
Effective use of on-line queues to ensure timely processing of tasks.
Ability to work in on-line imaged enabled work queues.
Effective utilization of dual monitor environment.
Support of virtual team environment.
Accurate identification and indexing of task related documents.
Cross-site partnering.
Best practice sharing.

Required Qualifications:
• High School Diploma or equivalent.
• Knowledge of basic accounting principles.
• Ability to work under pressure and meet deadlines.
• 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.

Essential Job Functions:
Same essential job functions listed under Specialist plus the following:
Research requests to a correct conclusion and effectively communicate the results.
Attend and participate in documentation and booking classes.
Able to identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer.
Facilitates simple validation of borrowing entity.
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:
Same as listed under Specialist required qualifications plus:
• Expertise on accounting systems.
• Advanced knowledge of commercial loan documentation.
• Advanced knowledge of loan booking systems (commercial loan accounting system, as well as ancillary systems that provide support to commercial loans).
• 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.

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 Technology and Operations (KTO) is Key Bank’s shared services organization for technology, operational, and servicing functions supporting business partners and clients across all lines of business. Within the overall organization, KTO provides efficient, reliable and secure technology; creates an effective variable cost technology delivery model that maximizes the return on IT spend; orchestrates the efficient use of corporate information and technology assets; and supports innovation that creates competitive distinction. KTO is effective and efficient in payment and deposit servicing, loan servicing, exception and dispute processing, investment and support services, sourcing and procurement, as well as enterprise-wide fraud prevention, investigations and operational support to human resources and the Bank’s BSA/AML program.


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: 32014BR

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