KeyBank · 2 months ago
Consumer Loan Origination Support Specialist
KeyBank is a financial services organization seeking a Consumer Loan Origination Support Specialist. The role involves processing new loan applications, acting as a liaison between clients and the Underwriting Department, and ensuring high client satisfaction through effective communication and problem-solving.
Banking
Responsibilities
Handle inbound and outbound calls to communicate application requirements and credit decisions to clients, including approvals, declines, and counter offers
Manage the end-to-end processing of loan applications, ensuring all information is accurate and the workflow is efficient
Assist clients by resolving issues and answering questions during the application process; use problem-solving skills to offer appropriate solutions and direct clients to the correct resources for timely resolution
Provide expert guidance and support on escalated calls and complex client matters
Build and maintain strong relationships with both new and existing clients while working in a virtual environment
Coordinate with branch offices to schedule closing appointments and ensure both clients and branch representatives are fully informed of approval conditions for prompt closings and high client satisfaction
Order necessary loan closing documents in preparation for scheduled appointments
Always deliver exceptional client service while strictly adhering to bank policies, regulatory requirements, and internal procedures
Achieving individual performance goals and actively contributing to the overall success of the team
Maintain registration and certification with the Nationwide Mortgage Licensing System and Registry
Demonstrate flexibility by supporting other teams during periods of increased workload or staff absences
Qualification
Required
High School Diploma
Excellent written and oral communication skills
Strong organizational and time management skills
Knowledge of Microsoft Office utilities, including Word & Excel
Preferred
Associate or bachelor's Degree
Financial Services background experience
Knowledge of Financial Products
Call Center and Customer Service experience
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-08-28
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