Lead Closing Officer - CRE (Commercial Real Estate)

KeyBank • Brooklyn, OH

1d • Hybrid

About The Position

The Lead Closing Officer is responsible for closing or servicing moderate to highly complex commercial loans, including real estate and non-real-estate secured loans, syndicated or non-syndicated, in accordance with credit approvals, risk management requirements, and loan documentation. The role provides superior client service, proactively drives the loan process, collaborates with lines of business and third parties, and follows procedures to identify items and conditions that must be satisfied. The position also adheres to KeyBank and regulatory compliance requirements, including OFAC, Patriot Act, Beneficial Owner, and Flood requirements, as well as internal procedures and controls.

The officer provides expertise on client business requirements and loan transactions in a high-volume environment; evaluates risks and exceptions and provides solutions or escalates issues for approval; and uses role-specific systems with strong data integrity and attention to detail. The role manages pre- or post-closing services for an assigned portfolio, coordinates with internal partners, third parties, and bank groups or syndications, and independently manages assigned work with limited managerial oversight. The officer may assist with or lead projects and initiatives, including continuous-improvement efforts, and is accountable for fiduciary responsibilities and monetary transactions such as advances, payments, and closing fees.

The position is based at 4910 Tiedeman Road, Brooklyn, Ohio, and is categorized as hybrid, with at least two days in the office. It is eligible for a base salary of $57,000–$87,000 annually and incentive compensation, which may include production, commission, and/or discretionary incentives. Placement within the pay range depends on factors including skills, experience, and geographic location.

Requirements

• At least 2 years of related job experience.
• Bachelor’s degree or equivalent work experience; a bachelor’s degree is preferred and equivalent work experience is required.
• Understanding of commercial lending concepts.
• Proficiency in commercial loan documentation and closing.
• Strong solution-oriented and problem-solving skills, and decision-making ability.
• Excellent interpersonal skills and strong written and verbal communication skills.
• Ability to prioritize and manage multiple tasks in a high-volume environment.
• Effective planning and organizational abilities, with high attention to detail.
• Proficiency in Microsoft Excel, Word, PowerPoint, and OneNote.
• Ability to deliver distinctive, personalized service to external and internal clients.
• Compliance with KeyBank policies and procedures, including professional and ethical conduct, avoidance of conflicts of interest, and acting in the best interests of KeyBank and its clients.

Nice To Haves

• Previous commercial loan experience, preferably in banking and/or commercial real estate.
• Familiarity with commercial banking systems, including LoanIQ, Salesforce, LaserPro, DocuSign, and BOS.

Responsibilities

• Close or service moderate to highly complex commercial loans, including real estate and non-real-estate secured, syndicated, and non-syndicated loans, in accordance with credit approvals, risk management requirements, and loan documentation.
• Provide superior client service and proactively drive the loan process through collaboration and communication with lines of business, internal partners, third parties, and bank groups or syndications.
• Identify, analyze, and balance risk areas and exceptions; provide solutions, obtain appropriate approvals, and communicate issues to management or the line of business as needed.
• Perform pre- or post-closing services for an assigned portfolio of moderate to highly complex loan structures.
• Ensure legal documentation conforms to credit approvals and KeyBank policies and procedures, and execute requirements according to document terms.
• Initiate and remain accountable for fiduciary responsibilities and monetary transactions, including advances, payments, closing fees, and general ledger accounting.
• Follow procedures and policies related to funds movement and comply with KeyBank, regulatory, and internal requirements and controls.
• Independently manage assigned work with limited oversight and assist others as time permits.
• Assist with or lead projects and initiatives, offer suggestions, and support continuous improvement.
• Perform other duties as assigned; responsibilities or activities may change or be added.

Benefits

• Base salary range of $57,000–$87,000 annually.
• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for company benefits; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior