Commercial Lending Specialist

Loan Services Specialist

This position is mobile by design currently working two days per week in the Brooklyn, OH or Amherst, NY office location and three days from home. On-site training is required for the first week. Typical schedule is Monday through Friday, 8AM to 5PM with mandatory overtime during month end, quarter end, and high-volume time frames.

Candidates must have understanding and knowledge of the commercial and mortgage loan processes.

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 functions include :

• Reviews loan document packages and ensures all documents are present to ensure the 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.
• 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.
• Review and book the most complex loans, which include all restructured and non-performing assets.
• Understand and translate complex loan booking instructions.
• Partner with LOB and other operational areas to reach common goals.
• Build a network of internal / external resources to help achieve his / her goals.
• Take an active approach with clients in Sales and Credit Administration areas toward problem resolution.
• Act as Trusted Advisor with internal clients.
• Obtain and maintain a thorough knowledge of legal rules.
• Takes a leadership role in Loan Services, displaying a positive and motivating attitude.
• Participates in evaluating workflow to maximize productivity.
• Proactive in identifying process improvements to continually improve customer relations and satisfaction.

Required qualifications include :

System proficiency includes :

Compensation and benefits : This position is eligible to earn a base hourly rate in the range of $22.00 to $24.00 per hour depending on location and job-related factors such as level of experience.

KeyCorp is an Equal Opportunity Employer committed to 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.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.