Full-Time

Lead Specialist

Consumer Funding Team, Payoff/Funding/Closing

Confirmed live in the last 24 hours

KeyBank

KeyBank

1,001-5,000 employees

Offers banking products and financial services

Fintech
Financial Services

Compensation Overview

$18.75 - $24.52Hourly

Junior, Mid

Brooklyn, OH, USA

Hybrid Opportunity - One week work from home followed by a week in office.

Category
Financial Planning and Analysis (FP&A)
Insurance
Risk Management
Finance & Banking
Required Skills
Risk Management
Customer Service

You match the following KeyBank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • High School Diploma.
  • Two years customer service experience with knowledge of bank loan and deposit products.
  • Excellent written and oral communication skills
  • Strong organizational and time management skills.
  • Highly proficient in Microsoft Office and Windows products.
  • Ability to work under pressure, make basic judgments/decisions and meet deadlines.
  • Ability to work efficiently and accurately in a fast paced deadline driven environment while managing multiple tasks and projects with competing priorities.
  • Demonstrate excellent customer service skills and a strong work ethic.
  • Possess excellent analytical, mathematical, and organizational skills.
  • Maintain strong interpersonal and written/verbal communication skills.
  • Open minded and adaptable to new ideas in a changing environment.
  • Ability to make independent decisions, to diffuse high-tension and volatile situations comfortably and with diplomacy.
  • Relate well to a diverse range of people (internal and external clients), work within a team environment and be able to build rapport with others.
  • Possess excellent time management, analytical and problem solving skills.
  • Ability to research and recommend a course of action or solution to satisfy client(s) while mitigating risk to Key.
  • Formal training or business experience with consumer loan products.
Responsibilities
  • Effectively manage funding process in accordance with established procedures and regulations.
  • Enter account information, document financial transactions, and prepare disbursements for loan funding.
  • Process accurate and timely loan payoffs on accounts.
  • Process new loan fundings with strict adherence to proper procedure and segregation of duties.
  • Balance general ledger (GL) entries to minimize account outages and work with the Accounting Department to correct discrepancies in a timely manner.
  • Perform careful and timely review of various reports to alleviate potential customer impact and to ensure system integrity. Take appropriate actions to address issues.
  • Print and distribute account correction, subordination, and various other letters to clients.
  • Research requests to a logical conclusion and execute remedial action. Communicate the results to the requestor effectively and timely.
  • Actively seek opportunities to improve process efficiency, quality, and the client experience.
  • Apply basic accounting principles.
  • Effective management of work queues to ensure timely processing of tasks.
  • Answer client’s basic questions and inquiries.
  • Initiate inbound or outbound calls to varies parties internal and external to KeyBank.
  • Take the lead or participate in special projects (i.e. creation and management of procedural documents, working with system administrators on technical enhancements or testing, annual time study, etc.)
  • Commitment to and support of department in execution of business improvements and corporate initiatives.
  • Proactively identifies and resolves risk management and client service issues.
  • Ensures adherence to regulatory and corporate mandates, audits, and exams.
  • Be able to communicate and understand loan origination functions from inception to funding.
  • Prioritize work for self and team.
  • Effective utilization of dual monitor environment.
  • Support of virtual/in-office team environment and cross-site partnering.
  • Best practice sharing.
  • Complete other miscellaneous job functions as assigned by Management.
  • Availability to work hours between 8AM and 5:30PM EST Monday – Friday.
Desired Qualifications
  • Associate or Bachelors Degree or the equivalent experience.
  • Working knowledge of loan funding systems (consumer loan approval and consumer accounting systems).
  • Financial Services background experience.
  • Knowledge of Financial Products.

KeyBank provides a variety of financial services, including personal and business banking, credit cards, mortgages, and loans. Their products are designed to cater to individual consumers, small businesses, and commercial clients throughout the United States. KeyBank generates revenue primarily through interest from loans, fees for banking services, and commissions on financial products. A key aspect of their approach is a focus on financial wellness, offering clients tools and resources to better manage their finances. This comprehensive range of services aims to assist clients in reaching their financial objectives, such as purchasing a home, consolidating debt, or planning for the future.

Company Size

1,001-5,000

Company Stage

IPO

Total Funding

$30M

Headquarters

Massachusetts

Founded

1824

Simplify Jobs

Simplify's Take

What believers are saying

  • AI integration could boost KeyBank's operational efficiency and customer experience.
  • Scotiabank's investment may lead to expanded market reach and resource sharing.
  • Increased credit facilities support business growth through flexible financial solutions.

What critics are saying

  • AI investments may not yield expected returns, posing financial risks to KeyBank.
  • Scotiabank's investment could lead to strategic shifts misaligned with KeyBank's operations.
  • Higher credit facilities expose KeyBank to increased credit risk if clients default.

What makes KeyBank unique

  • KeyBank's investment in AI-based Zentist enhances its technological edge in financial services.
  • Strategic partnership with Scotiabank strengthens KeyBank's international market reach and resource sharing.
  • KeyBank's focus on financial wellness tools sets it apart in client financial management.

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Benefits

Medical, dental, & vision

Wellness Programs

Fitness Reimbursement

Alternative Work Schedules

PTO

Parental Leave

401(k) Savings Plan

Discounted Stock Purchase Plan

Tuition Reimbursement

Company News

Newswire
Dec 27th, 2024
Scotiabank Completes Additional Investment in KeyCorp

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KeyBank Invests In AI-Based Zentist Software For Dental Support Organizations | PYMNTS.com

Cleveland-based KeyCorp, the parent company of KeyBank, has announced a strategic relationship and minority investment with Zentist, a provider of

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Sep 3rd, 2024
Zeta Announces Successful Completion of Debt Refinancing

Zeta Global (NYSE: ZETA), the AI-Powered Marketing Cloud, today announced that it has successfully closed a $550 million loan facility to refinance it

PR Newswire
Aug 30th, 2024
KeyCorp and Scotiabank Complete Initial Tranche of Strategic Minority Investment

/PRNewswire/ -- KeyCorp (NYSE: KEY) today announced that The Bank of Nova Scotia ("Scotiabank") has completed the initial purchase of KeyCorp's common stock...