Banking Commercial Loan Specialist

Location : This position is Mobile by Design (Hybrid) in Brooklyn, OH or Amherst, NY - working two days in office a week

Training : 100% on-site for the first 6 weeks

Position Summary

The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance.

Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike.

Under moderate supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development. The Lead Specialist is also responsible for moderate operational and / or administrative work requiring occasional decision-making and will escalate issues as needed. Individuals in this position should have a basic to moderate understanding of commercial loans and commercial loan servicing.

Overview of Primary Functions :

• Administers moderate procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and / or organization of documentation associated with a product or process.
• Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees.
• Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to Senior Specialist or supervisor. May provide service in relation billing inquiries, service requests, suggestions and complaints from customers.
• Uses independent thought to recommend and implement programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process.
• 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.
• Other duties as assigned, including performance of special tasks and follow up for accurate and timely completion of transactions.

Day-to-Day Tasks Include :

Education, Experience, & Differentiating Skills :

About KeyBank :

Working at Key is an opportunity to join a company committed to your success and the success of the clients and communities we serve. We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients.