What are the responsibilities and job description for the Lead Specialist- Commercial Client Services position at KeyBank National Association?
Location:
4910 Tiedeman Road - Brooklyn, Ohio 44144
Location: This position is Mobile by Design (Hybrid) in Brooklyn, OH or Amherst, NY - working one day in the office and four days from home.
Training: 100% on-site for the first 6 weeks
Hours: Monday-Friday 8am - 5pm ET. A late shift of 11:00am-7:30pm ET is required twice per month and as required per business needs.
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
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 via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests
Process requests received via departmental Quest, databases and KeyView system including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements
Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes.
Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity
Education, Experience, & Differentiating Skills
High School Diploma or equivalent work experience required. Bachelors degree in Finance or Accounting preferred
2 years of experience and a strong knowledge of commercial loan servicing
Demonstrates solid understanding of accounting principles
Familiarity with systems such as CLS/CL3 and LoanIQ
Proven excellent verbal/written communication and interpersonal skills
Excellent judgement and decision making skills, demonstrated leadership skills
Strong analytical, research, and problem resolution skills
Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges
Moderate knowledge of banking policies, procedures, government regulations
Ability to perform complex scheduled and non-scheduled maintenance functions
Excellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently
#INDKE
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.75 to $24.52 per hour depending on location and job-related factors such as level of experience.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/01/2025
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.
4910 Tiedeman Road - Brooklyn, Ohio 44144
Location: This position is Mobile by Design (Hybrid) in Brooklyn, OH or Amherst, NY - working one day in the office and four days from home.
Training: 100% on-site for the first 6 weeks
Hours: Monday-Friday 8am - 5pm ET. A late shift of 11:00am-7:30pm ET is required twice per month and as required per business needs.
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
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 via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests
Process requests received via departmental Quest, databases and KeyView system including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements
Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes.
Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity
Education, Experience, & Differentiating Skills
High School Diploma or equivalent work experience required. Bachelors degree in Finance or Accounting preferred
2 years of experience and a strong knowledge of commercial loan servicing
Demonstrates solid understanding of accounting principles
Familiarity with systems such as CLS/CL3 and LoanIQ
Proven excellent verbal/written communication and interpersonal skills
Excellent judgement and decision making skills, demonstrated leadership skills
Strong analytical, research, and problem resolution skills
Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges
Moderate knowledge of banking policies, procedures, government regulations
Ability to perform complex scheduled and non-scheduled maintenance functions
Excellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently
#INDKE
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.75 to $24.52 per hour depending on location and job-related factors such as level of experience.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/01/2025
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.
Salary : $19 - $25
