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KeyBank · 19 hours ago

Lead Servicing Officer (Real Estate Institutional Capital Group Line of Business)

Atlanta, GA

Full-time

Hybrid

Mid, Senior Level

$57K/yr - $87K/yr

3+ years exp

KeyBank is a financial services company seeking a Lead Servicing Officer for their Real Estate Institutional Capital Group Line of Business. The role involves managing a portfolio of products, providing client service, and overseeing loan servicing functions, with a focus on real estate clients and complex loan structures.

Banking

Responsibilities

Responsible for supporting client service functions required by credit and non-credit products offered by the Real Estate Capital Division

Responsible for all post-closing services for assigned portfolio of medium complexity loan structures

Proven ability to prioritize and handle multiple tasks in a high-volume environment

Provides backup for servicing for team members

Provides expertise and assist RM and Closer in pre-closing process by review of loan documents, evaluation of funding requirements and attending closing meetings

Assimilates and analyzes information necessary to establish medium complexity loan and disbursement controls on bank systems, including borrowing base availability

Establishes and maintains servicing files including property additions and releases and letter of credit issuance

Identifies exceptions and obtains appropriate approvals as necessary

Initiates and analyzes standard and custom monitoring requirements including title/tax update, insurance and holdbacks

Initiates financial and collateral transactions based on customer request or loan document provisions

Analyzes and facilitates rate, commitment, and collateral changes, loan payments, tax and insurance escrows, flood zone monitoring requirements, DDA/Cash management services, and payoff instruction

Maintain all aspects of DDA Restricted Collateral Accounts including account opening, disbursements, reconciliations, hold level maintenance and account closing

Maintains data integrity of system of record including posting of transactions, on-boarding of new loans and collateral, processing modifications and amendments, and data information maintenance

Clearly and immediately communicates problems/issues to Manager and/or RM

Forms alliance with RMs to provide superior service to client base including achievement of goals for cash management services and off balance sheet transitions

Provides expertise to RMs on system requirements. Proactively identifies and assists in resolving issues affecting client service and risk management

Provides expertise to others by thorough understanding of business requirements of clients and loan related transactions

Active participation in projects as needed

Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice

Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key

Qualification

Commercial real estate knowledgeLoan servicing expertiseAnalytical skillsCommercial Loan SystemsMicrosoft Excel proficiencyMultitaskDetail-orientedCommunication skills

Required

Bachelor's degree or equivalent experience

3+ years' experience and knowledge of commercial real estate including commitment/loan structures, title/liens, documentation, and industry practices for collateral release

Familiarity with Commercial Loan Systems and Deposit Systems

Strong analytical skills

Detail-oriented

Aptitude for analysis, systems and mathematics

Strong written and verbal communication skills

Ability to handle multiple tasks in a high-volume environment

PC proficiency including familiarity with Microsoft Excel and Word