Service Officer I in Atlanta, GA at Key Bank- Corporate

Date Posted: 5/10/2018

Job Snapshot

  • Employee Type:
  • Location:
    1200 Abernathy Road Northeast
    Atlanta, GA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description


Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Healthcare Group Real Estate Line of Business. Primary servicing functions are for non-owner occupied /interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the Healthcare team. Client segment focus is local and regional private developers and and some public companies. Independently manage all pre-closing, pre-boarding review of documents and risk management. Responsible for providing superior client service and expertise to both internal and external clients related a portfolio of interim/permanent loans with ability to juggle multiple projects and levels of complexity. Strength and experience also required for problem solving and loan system processing including loan boarding, maintenance, data integrity etc.

Essential Job Functions:
  • Responsible for supporting client service functions required by credit and non-credit products offered by the Real Estate Capital Division
  • Responsible for all post-closing services for assigned portfolio of low complexity loan structures, and occassionaly some less complex rehab/value add loans.
  • Proven ability to prioritize and handle multiple tasks in a high volume environment
  • Provides backup for servicing for team members.
  • Active involvement and assist RM and Closer in pre-closing process by review of loan documents, evaluation of funding requirements for less complex value add/rehab loans and attending meetings
  • Establishes and maintains servicing files including collateral release document preparation and monitoring Letter of credit issuance
  • Identifies exceptions and obtains appropriate approvals as necessary
  • Initiates and analyzes standard and custom monitoring requirements including title/tax update, insurance, holdbacks, and lease-up requirements
  • Initiates financial and collateral transactions based on customer request or loan document provisions
  • Analyzes and facilitates rate, commitment, and collateral changes, loan payments, tax and insurance escrows, flood zone monitoring requirements, DDA/Cash management services, and payoff instruction
  • Maintain all aspects of DDA Restricted Collateral Accounts including account opening, disbursements, reconciliations, hold level maintenance and account closing.
  • Maintains data integrity of system of record including posting of transactions, on-boarding of new loans and collateral, processing modifications and amendments, and data information maintenance.
  • Clearly and immediately communicates problems/issues to Manager and/or RM
  • Forms alliance with RMs to provide superior service to client base including achievement of goals for cash management services and off balance sheet transitions.
  • Provides expertise to RMs on system requirements. Proactively identifies and assists in resolving issues affecting client service and risk management
  • Provides expertise to others by thorough understanding of business requirements of clients and loan related transactions
  • Active participation in projects as needed

Required Qualifications: (License, Certificates, Education, Skills, etc.)
  • 4-year College Degree or equivalent real estate business experience
  • Knowledge of commercial real estate including commitment/loan structures, title/liens, documentation, and industry practices for collateral release
  • Strong solution-oriented and problem solving skills
  • Detail-oriented
  • Aptitude for analysis, systems and mathematics
  • Strong written and verbal communication skills
  • Ability to handle multiple tasks in a high volume environment
  • Familiarity with Commercial Loan Systems and Deposit Systems
  • PC proficiency including familiarity with Microsoft Excel and Word

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) provides efficient, reliable and secure technology, operational, and servicing functions to support business partners and clients across Key. It creates an effective variable cost technology delivery model that maximizes the return on IT spend and orchestrates the efficient use of corporate information and technology assets while supporting innovation that creates competitive distinction.


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: 29175BR


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