Lead Service Officer

KeyBank•Brooklyn, OH

21h•Hybrid

About The Position

Responsible for servicing agented, direct and non-agented deals consisting of a variety of Commercial Loan products within Middle Market, KeyBank Business Capital and Corporate Institutional sectors. Responsible for providing superior client service while maintaining risk management, compliance with bank policies and regulatory requirements, and internal procedures and controls. Processing client's requests for advances, paydowns and repricing.

Requirements

4-year College Degree or equivalent commercial loan experience
Strong aptitude for analysis, systems and mathematics
Strong written and verbal communication skills
Strong planning and organizational skills
Proven ability to prioritize and handle multiple tasks in a high-volume environment
Familiarity with commercial loan accounting systems
PC proficiency includes familiarity with Microsoft Excel and Word.

Responsibilities

Servicing responsibility for assigned portfolio to include agented, direct, non-agented deals, ability to independently manage all servicing aspects of portfolio
Responsible for assigned tasks from workflow queue - KVD
Intermediate understanding of Loan IQ including the financial and general ledger accounting entries
Report management
Proactively identifies and resolves risk management and client service issues, requiring interaction with agent bank and management; ensures appropriate balance between service and risk
Ongoing maintenance; interact with agent banks, client for fundings, re-pricings, payments, disbursements and client requests
Support ongoing initiatives to enhance commercial lending platform and servicing structure
Offers suggestions to support a continuous improvement mindset
Adherence to timeframes for all required training