CLC Closing & Booking Specialist

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CLC Closing & Booking Specialist

mid · Retail & Commercial Banking

Location:

Location: Hybrid

Hours: This team works between 8:00am & 8:30pm ET. 

Monday- Friday. Hours:  8:00am - 5:00pm ET & 11:30am - 8:30pm ET at least once per week.  Will not have to work late shift until up & running independently.  Schedules are done monthly

JOB BRIEF (PURPOSE)

This is an intermediate position to support a highly performing, multi-process work team in the completion of consumer loan processing and servicing tasks related to loan origination; including documentation review, loan closing services and loan booking for Consumer Lending. The person filling this position will adhere to service levels and quality goals as well as departmental procedures. The incumbent will provide superior quality customer service while incorporating the essence of the Key Values.

ESSENTIAL JOB FUNCTIONS

• Effectively manage simultaneous loan closing process in accordance with established procedures and regulations.
• Transmit final loan documents to the branch or escrow agents for closings.
• Perform follow-up action for outstanding title policies and review documentation for acceptability.
• Prepare account correction letters and coordinate with peers to distribute to client.  
• Prepare necessary documentation for lost, missing, or incorrect loan documents (i.e. mortgages, deeds of trust, fixed rate consumer notes, etc.)
• Identify scenarios under Reg B, Reg Z, Reg O requiring updated disclosures.
• Book and review loans and lines of credit accurately and timely while communicating and providing direction to consumer teams to resolve issues and ensure proper lien filing.
• Identify basic contradictions in documentation/booking requests and seek resolution for RM and/or Credit Officer.
• 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.
• Initiaite 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 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 8:30PM EST Monday – Friday.

REQUIRED QUALIFICATIONS

• High School Diploma.
• Minimum 2 years customer service experience with knowledge of the banking or banking related industry.
• 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, interpersonal, 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.

PREFERRED QUALIFICATIONS

• Associate or Bachelors Degree or the equivalent experience.
• Working knowledge of loan booking systems (consumer loan approval and consumer accounting systems).

• Financial Services background experience.
• Knowledge of financial products.

COMPETENCIES/SKILLS

• Adaptability
• Quality Orientation
• Contributing to Team Success
• Communication
• Building Customer Loyalty
• Initiating Action
• Conflict Resolution

EQUIPMENT USED/PHYSICAL REQUIREMENTS

• PC (keyboard & mouse)
• Printer
• Phone w/headset

TRAINING REQUIRED

• Classroom and continuing On-the-Job.
• PC software training as needed.
• Systems: Hogan, ACAPS, Retail Funding Database, KeyView Deluxe, KeyDoc, Blacknight (LLB), Empower, Oracle Banking System, ALS, Mortgage Servicing Platform, CMOD, Quest.

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

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.