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Commercial Client Services Specialist

KeyCorp, Cleveland, Ohio, us, 44101

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divh2Lead Specialist/h2pThis position is Mobile by Design (Hybrid) in Brooklyn, OH or Amherst, NY - working two days in office a week. 100% on-site for the first 6 weeks./ppThe Lead Specialist 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./ppOur team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike./ppUnder 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./ppOverview of Primary Functions:/pulliAdministers moderate procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process/liliReviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees/liliIdentifies 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/liliUses 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/liliResearch 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./liliOther duties as assigned, including performance of special tasks and follow up for accurate and timely completion of transactions/li/ulpDay-to-Day Tasks Include:/pulliPerform 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/liliBalance 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./liliPost DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests/liliProcess 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/liliPerform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes./liliCareful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity/li/ulpEducation, Experience, Differentiating Skills:/pulliHigh School Diploma or equivalent work experience required. Bachelors degree in Finance or Accounting preferred/liliMinimum 2 years of experience and a strong knowledge of commercial loan servicing/liliDemonstrates solid understanding of accounting principles/liliFamiliarity with systems such as CLS/CL3 and LoanIQ/liliProven excellent verbal/written communication and interpersonal skills/liliExcellent judgement and decision making skills, demonstrated leadership skills/liliStrong analytical, research, and problem resolution skills/liliComfortable navigating multiple computer systems and applications to utilize resources to draw conclusions solve complex challenges/liliModerate knowledge of banking policies, procedures, government regulations/liliAbility to perform complex scheduled and non-scheduled maintenance functions/liliExcellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently/li/ulpCompensation and Benefits:/ppThis position is eligible to earn a base hourly rate in the range of $23.00 to $25.00 per hour depending on location and job-related factors such as level of experience. For a list of benefits for which this position is eligible, please visit the provided link./ppKeyCorp 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./p/div