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KeyBank

Provides banking, loans, and financial services

Lead Closing Officer - Commercial Real Estate

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree is preferred, or equivalent work experience is required.
  • At least 2 years of related job experience; banking or commercial real estate experience is preferable.
  • Understanding of commercial lending concepts.
  • Proficiency in commercial loan documentation and closing.
  • Previous commercial loan experience is preferred.
  • Proficiency in Microsoft Excel, Word, PowerPoint, and OneNote.
  • Familiarity with commercial banking systems, including LoanIQ, Salesforce, LaserPro, DocuSign, and BOS.
  • Ability to understand business requirements of clients, loan-related transactions, and related applicable products in a high-volume environment.
  • Intermediate to expert understanding of role-specific systems, with strong data integrity and attention to detail.
  • Experience and understanding of legal documentation for role-specific requirements, ensuring conformity to credit approval and Key's policies and procedures, or executing requirements according to document terms.
  • Strong solution-oriented problem-solving and decision-making skills.
  • Strong written and verbal communication and interpersonal skills.
  • Ability to prioritize, plan, organize, and handle multiple tasks in a high-volume environment.
  • Ability to provide personalized service to external and internal clients.
  • Ability to meet the role's general office physical demands, including prolonged sitting, face-to-face and phone communication, frequent PC or laptop use, and occasional lifting, pushing, or pulling of items up to 10 pounds.

Responsibilities

  • Close or service moderate to highly complex commercial loans, including real estate and non-real estate secured loans, syndicated and non-syndicated, in accordance with credit approval, risk management, and loan documentation.
  • Provide client service, proactively drive the loan process, collaborate with lines of business and third parties, and identify items or conditions to be satisfied.
  • Follow KeyBank and regulatory compliance procedures, including OFAC, the Patriot Act, beneficial ownership, and flood requirements, as well as internal procedures and controls.
  • Apply knowledge of client business requirements, loan transactions, and applicable products in a high-volume environment, and provide expertise to others.
  • Identify, analyze, and balance risk gray areas and exceptions; provide solutions or escalate for approval; and communicate issues to management or the line of business.
  • Perform all pre- or post-closing services for an assigned portfolio of moderate to highly complex loan structures.
  • Collaborate and communicate with lines of business, internal partners, third parties, and bank groups or syndications to move work forward with a client-centered focus.
  • Independently manage assigned work with limited manager oversight and assist others as time permits.
  • Assist with or lead projects and initiatives, such as enhancing the commercial lending platform, and offer continuous-improvement suggestions.
  • Initiate and remain accountable for fiduciary responsibilities involving monetary transactions and general ledger accounting, including advances, payments, and closing fees; follow procedures and policies for movement of funds.
  • Perform other duties as assigned, including new or changed duties and responsibilities.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and Key.

Desired Qualifications

  • Banking or commercial real estate experience is preferable.
  • Previous commercial loan experience is preferred.

About the Company

KeyBank

Provides banking, loans, and financial services

KeyBank provides a full range of banking services for individuals, small businesses, and commercial clients across the United States. It offers checking and savings accounts, credit cards, mortgages, loans, and other financial products. Customers use these products by making deposits, borrowing money, or using credit in everyday life; the bank earns interest on loans, fees for services, and commissions on products. KeyBank differs from many rivals by offering a wide geographic footprint and a focus on tailored financial solutions plus tools to improve financial wellness, such as budgeting resources and planning guidance. Its goal is to help clients reach financial milestones—like buying a home, paying down debt, or saving for the future—through a comprehensive set of services.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Cleveland, OH
Founded
1824

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