Commercial Lean Group Specialist
About The Position
The Commercial Lien Group is based in Brooklyn, Ohio, and includes Collateral Specialists, Workflow Coordinators, and a Department Manager. The Commercial Collateral team serves as an internal control point to minimize risk and controllable loss to KeyBank by preparing initial filings and releasing collateral loan documentation in accordance with department procedures and State and County requirements. The role supports multiple servicing teams and portfolios across a variety of products. Core servicing includes construction and interim loan servicing, lines of credit, portfolio, system, and collateral administration, tracking document exceptions, managing expiring UCCs, and related client services. The specialist communicates with Service Officers, Closers, internal and external clients, lending staff, and business partners. The position reviews loan and collateral records, confirms payoff and lien-release conditions, and takes steps to perfect or release liens. This may include preparing, executing, notarizing, and filing lien documents with recording agencies or coordinating with third-party vendors. Specialists maintain accurate records and, following onboarding, are expected to meet task-specific service, quality, and productivity standards while following KeyBank policies and department procedures. This is a hybrid role requiring at least two days per week in the office. Hours are Monday through Friday, 8:00 a.m. to 5:00 p.m.
Requirements
- Two-year college degree or equivalent real estate business experience.
- Strong solution-oriented and problem-solving skills.
- Detail-oriented.
- Strong written and verbal communication skills.
- Ability to read and interpret complex legal documents.
- Demonstrated ability to independently perform complex research tasks.
- PC proficiency, including familiarity with Microsoft Excel and Word.
- Ability to prioritize and handle multiple tasks in a fast-paced, high-volume environment.
Nice To Haves
- Knowledge of loan systems, preferably CLS and Loan IQ, and deposit systems.
- Knowledge of commercial loan documentation and collateral.
- Experience working in the KeyView Deluxe application.
- Prior collateral processing, loan records, or underwriting experience.
Responsibilities
- Review loan and collateral documentation required to secure KeyBank’s security interest.
- Support multiple servicing teams and portfolios across a variety of products, including construction and interim loans, lines of credit, portfolio and collateral administration, document exceptions, expiring UCCs, and related client services.
- Validate that loans are paid in full, including principal, fees, and interest, using various loan systems.
- Review collateral records to determine whether collateral is tied to other open or outstanding loans or lines.
- Verify that loans or servicing rights have not previously been sold or assigned to another bank.
- Obtain appropriate approval from the borrower’s Contact Officer or Credit Officer before releasing collateral that could secure future loans or lines.
- Prepare, execute, notarize, and file lien documents with the appropriate recording agency, or coordinate filing with a third-party vendor, to perfect or release liens.
- Maintain accurate and complete records of actions performed.
- Generate reports, review them, and distribute them as appropriate.
- Provide backup for all aspects of servicing for team members.
- Communicate problems and issues promptly to the Manager and/or Relationship Manager.
- Monitor incoming New Loan, Modification, and Document Management Requests and maintain the documentation and loan status log in a timely manner.
- Track receipt of required legal documents from loan closings and modifications.
- Assist and provide expert guidance to RM/RO, Closers, and Servicing Officers with post-closing follow-up for missing or incomplete legal documents.
- Provide support and assistance with departmental projects as needed.
- Meet task-specific service-level, quality, and productivity standards after onboarding while adhering to KeyBank policies and department procedures.
Benefits
- The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
- A benefits list is available for the position; specific benefits are not stated in the posting.
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What This Job Offers
Job Type
Full-time
Education Level
Associate degree
