Specialist VI, Work Flow Coordinator in Buffalo, NY at Key Bank- Corporate

Date Posted: 2/2/2018

Job Snapshot

  • Employee Type:
  • Location:
    726 Exchange Street
    Buffalo, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

Job Brief:
Performs various functions related to creation of loan documentation and booking processes to ensure quality and service levels are met. Successful candidate will have advanced knowledge of the departmental functions. The applicant will be responsible for workflow and queue management, driving results toward operational metrics and assisting with workload prioritization, while handling escalated requests from team members, clients and internal Key partners. In addition, this candidate will use critical thinking to resolve issues on assigned projects, understand base rate calculations, be able to prepare departmental scorecards and provide daily stats to team and management. They will collaborate with other Workflow Coordinators within Core Loan Services to streamline process and improve efficiencies. The person filling this position will adhere to service levels, quality goals and department procedures. The position will provide excellent quality customer service while continually practicing the essentials of the Key Values

Required Qualifications:
College graduate or equivalent work experience
Advanced PC skills and ability to use MS Office (Word, Excel)
Regulatory compliance knowledge with respect to consumer or commercial loan documentation
Understanding of loan accounting systems
Knowledge of consumer or commercial credit policies and products
Able to read and interpret legal documents
Knowledge of basic accounting principles
Demonstrated commitment to excellent customer service
Excellent oral and written communication skills
Strong interpersonal skills, with a demonstrated ability to work within a team structure
Ability to multi-task and meet deadlines while working under pressure
Open minded and adaptable to new ideas in a changing environment
Maintain a constructive, positive outlook
Commitment to continuous improvement
Excellent customer service and interpersonal skills.
Excellent analytical, problem solving/decision making skills
Ability to work in on-line, image enabled work queues
Consistently develop knowledge base of internal and external processes
Proven ability to comprehend and perform complex activities independently
Proven success in providing high quality service through efficient, effective and consistent delivery preferred.
Working understanding of KVD, CLS, CWA, BBC, SBU, Laser Pro, Tsoft, ALB, CRINT, Commercial Worksheet, Obligor db , Hogan, Lotus Notes, APA and Word Templates preferred.

Essential Job Function:
Reviews workflow queues in KeyView to ensure all workflow items are handled within service level standards
Handles escalated requests from team members, internal and external clients
Effectively communicates with the team to manage workflow responsibilities
Accurately and timely prepares, reviews and provides guidance on complex document preparation through Laser Pro or Tsoft
Accurately and timely books, reviews and provides guidance on complex loans and lines of credit
Able to transition into production when needed to achieve service level requirements, while also maintaining the quality standards of the department.
Accurately and timely management of the residential appraisal process
Assists manager with department projects, reports and vendor invoices
Promotes virtual team cohesiveness
Guides team members in identifying positive solutions
Analyzes loan requests to determine the proper documentation necessary to close and book
Researches requests to appropriate conclusion and effectively communicate the results
Demonstrates personal effectiveness including the ability to get results in team environment
Proven ability to comprehend and perform complex activities independently
Builds a network of internal/external resources to help achieve goals
Works with LOB personnel, credit personnel and audit team on issues regarding the Loan Origination processes
Encourages best practice sharing and continuous improvement idea generation
Diminishes risk to corporation by ensuring regulatory and risk compliance
Responsible for onboarding and coaching of new team members

Reporting Relationships:

Job Location:

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: 24303BR