Commercial Lien Filing Release Specialist
About The Position
The Lead Specialist, Commercial Lien Group serves as a subject matter expert responsible for managing complex collateral servicing activities that support KeyBank’s risk mitigation and lien control efforts. This role acts as an internal control point by ensuring collateral is properly perfected and released in compliance with KeyBank policies, departmental procedures, and applicable state and county requirements. The Lead Specialist supports multiple loan portfolios, provides guidance and back-up to team members, and maintains high standards for quality, accuracy, and productivity. The Commercial Lien Group is centralized in Brooklyn, Ohio and consists of Collateral Specialists, Workflow Coordinators, and a Department Manager. The team’s primary objective is to minimize risk and controllable loss to KeyBank by preparing and releasing collateral loan documentation accurately and timely while ensuring full regulatory and procedural compliance.
Requirements
- High school diploma or equivalent required
- Strong solution-oriented and problem-solving skills
- High attention to detail and accuracy
- Strong written and verbal communication skills
- Ability to read, interpret, and analyze complex legal documents
- Demonstrated ability to independently perform complex research
- Proficiency with Microsoft Excel and Microsoft Word
Nice To Haves
- Associate degree or equivalent real estate or financial services experience
- Knowledge of commercial loan documentation and collateral structures
- Experience with loan systems, preferably CLS and Loan IQ
- Experience using the KeyView Deluxe application
- Prior experience in collateral processing, loan records, underwriting, or related financial services roles
Responsibilities
- Review loan and collateral documentation to ensure KeyBank’s security interest is properly established and maintained
- Validate that loans are paid in full, including principal, fees, and interest, using applicable loan systems
- Perform comprehensive collateral reviews to confirm assets are not associated with other open or outstanding loans or lines of credit
- Verify that loans or servicing rights have not been sold or assigned to another financial institution
- Obtain required approvals prior to releasing collateral to confirm it is not designated for future lending
- Prepare, execute, notarize, and file lien-related documents to perfect or release collateral, either directly or through approved third-party vendors
- Maintain accurate, complete, and auditable records of all actions performed
- Support multiple servicing teams and loan portfolios across a variety of products, including construction and interim loans and lines of credit
- Monitor and manage expiring UCC filings and related client service requests
- Build, track, and resolve document exceptions in accordance with departmental standards
- Monitor incoming new loan, modification, and document management requests and maintain accurate documentation and loan status logs
- Track the receipt of required legal documentation from loan closings and modifications
- Serve as a subject matter expert and provide assistance and guidance to Relationship Managers, Relationship Officers, Closers, and Servicing Officers regarding post-closing documentation requirements
- Provide back-up coverage for all aspects of servicing across the team as needed
- Clearly and promptly communicate issues, risks, or concerns to management and appropriate business partners
- Maintain effective communication with Service Officers, Closers, lending staff, internal partners, and external clients
- Meet established service level, quality, and productivity standards following the onboarding period
- Adhere to all KeyBank policies, departmental procedures, and regulatory requirements
- Support departmental initiatives and special projects as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
