KeyBank · 18 hours ago
Commercial Booking Specialist
Brooklyn, OH
Full-time
Hybrid
Mid Level
$18.75/hr - $25/hrKeyBank is a national association committed to providing high-quality customer service. The Commercial Booking Specialist is responsible for reviewing loan documentation for complex commercial loans and booking basic commercial loans while supporting the growth and servicing of specialty lines of business.
Banking
Responsibilities
Reviews loan document packages and ensures all documents are present to ensure Bank’s position
Identifies and cites loan exceptions as appropriate to ensure the communication of documentation issues
Able to interpret and book collateral associated with complex commercial loans
Book basic commercial loans, including lines for Letters of Credit and bought participations
Identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer
Facilitates simple validation of borrowing entity
Ability to work in on-line, image enabled work queues to ensure timely processing of tasks
Effective utilization of “dual monitor” environment
Ability to work in and support virtual team environment
Cross-site partnering
Best practice sharing
Accurate identification and indexing of task related documents
Answer customer’s basic questions and inquiries
Prioritize work for self and team
Be committed to continuous improvement
Effective use of on-line queues to ensure timely processing of tasks
Ability to work in on-line imaged enabled work queues
Effective utilization of dual monitor environment
Support of virtual team environment
Accurate identification and indexing of task related documents
Cross-site partnering
Best practice sharing
Research requests to a correct conclusion and effectively communicate the results
Attend and participate in documentation and booking classes
Able to identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer
Facilitates simple validation of borrowing entity
Apply basic accounting principles
Consult with internal client(s) and be able to apply discretionary judgment to accommodate documentation and booking inquiries
Act as team champion to assist team members
Review and book the most complex loans, which include all restructured and non-performing assets
Understand and translate complex loan booking instructions
Partner with LOB and other operational areas to reach common goals
Build a network of internal/external resources to help achieve his/her goals
Take an active approach with clients in Sales and Credit Administration areas toward problem resolution
Act as Trusted Advisor with internal clients
Obtain and maintain a thorough knowledge of legal rules
Takes a leadership role in Loan Services, displaying a positive and motivating attitude
Participates in evaluating workflow to maximize productivity
Proactive in identifying process improvements to continually improve customer relations and satisfaction
Qualification
Required
High School Diploma or equivalent
Knowledge of accounting principles
Ability to work under pressure and meet deadlines
Ability to make basic judgments and decisions
Good understanding of loan documentation and regulations relating to loans, as well as knowledge/experience of the loan accounting systems, monetary processing and some system maintenance functions
Proven strong customer service skills and work ethic
Proven analytical skills
Open minded and adaptable to new ideas in a changing environment
Expertise on accounting systems
Advanced knowledge of commercial loan documentation
Advanced knowledge of loan booking systems (commercial loan accounting system, as well as ancillary systems that provide support to commercial loans)
Knowledge of commercial/consumer credit policies, products, and compliance regulations
Strong communication skills, both verbal and written
Fully embraces the high performing team concepts of empowerment, mutual success, and accountability
Obtain and maintain a thorough understanding of legal rules
Ability to perform and participate in process and product projects
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Founded in 1849
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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