Specialist IV, Loan Client Services in Brooklyn, OH at Key Bank- Corporate

Date Posted: 2/9/2018

Job Snapshot

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

Job Description

This position will be responsible for highly client driven support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non scheduled loan maintenance by contributing to a high performing work team environment. This process includes loan servicing system input, balancing and related research. Other duties include performance of special instructions and follow up for accurate and timely completion of transactions ensuring compliance with established policies, procedures and service level agreements. The incumbent will participate as a team member dedicated to supporting the growth and servicing of the portfolio, providing the highest quality of customer service and satisfaction for internal and external customers alike.

Essential Job Functions
Displays and maintains a positive and motivating attitude as a member of the team
Demonstrated ability to be a team player; fully contributing member of a high performing work team
Fully embraces the high performing team concepts of empowerment, mutual success and mutual accountability
Demonstrated sound judgment and decision making capabilities
Ensures customer satisfaction with regards to accurate and timely research, maintenance and posting of monetary items
Provides world class level of quality customer service and teamwork to internal and external customers through total adherence to the Key Values and Key Difference standards
Early identification of major and minor issues/problems as a member of a front line team
Answer client questions and inquiries that are phoned in directly to Loan Services.
Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process.
Balance general ledger entries to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
Post DDA and GL entries via Automated Posting Application, send out cashier checks and process outgoing wires as needed based on service requests.
Process requests received via departmental SRTS (Service Request Tracking System) mainframe, databases and mailboxes including Fee Waiver requests and changes to indicative account information including risk rating, SIC Code, Contact Officer and Servicing Officer changes.
Process risk rating changes received via the CWA (Credit Write-Up and Approval) system and the AQR (Asset Quality Report System). Responsibilities also include the formatting of the data received from the CWA and AQR system for department processing.
Perform maintenance transactions on the Commercial Loan accounting system (CLS / AFS) including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes.
Careful, timely review and processing of various reports to alleviate potential customer impact issues and to ensure system integrity.
Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
Perform monthly C-CAP testing as scheduled.
Assist other team members with daily workload to ensure timely completion and achievement of work team assignments.
Actively pursues development of self to better support team and future advancement
Ability to identify and recommend process improvements
Assist other team members with workload to ensure achievement of work team assignments

Specialist IV Loan Client Services position required qualifications:
Minimum high school diploma or GED. Some college preferred.
Demonstrated strong customer focus.
Ability to understand and perform complex tasks thoroughly and accurately with minimal supervision.
Basic understanding of accounting principals and loan documentation.
Dependable and open-minded with a proven ability to accept and adapt to new ideas in a changing environment.
Able to actively participate and contribute in an empowered work team environment.
Ability to work under pressure and meet deadlines.
Analytical, research and problem resolution skills.
Proven organizational skills.
Proven ability to handle high transaction volumes accurately.
Good knowledge of loan accounting systems
Demonstrated solid grasp of loan accounting principles
Intermediate knowledge of loan documentation
Working knowledge of commercial loan systems preferred; able to learn and proficiently operate various software programs as they relate to loan processing.
Good knowledge of banking policies, procedures and governmental regulations
Ability to identify and recommend process improvements
Proficiency in 10 key and high level speed and accuracy in typing.
Experience/demonstrated ability in at least two of the following:
  1. Ability to perform complex research activities to a successful conclusion
  2. Ability to perform regular/irregular monetary processing functions independently
  3. Proven ability to comprehend and perform most complex loan maintenance independently

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: 26370BR