Commercial Booking Specialist

Job Description

Job Description

Location :

4910 Tiedeman Road, Brooklyn Ohio.

This position is Mobile by Design currently working two days per week in office and three days from home. 

Hours : Typical schedule is Monday through Friday - 8AM to 5PM with mandatory overtime during month end, quarter end, and high-volume time frames.

Candidates must have understanding and knowledge of the commercial and mortgage loan processes.

ABOUT THE JOB:

This position is responsible for the review of loan documentation for complex commercial loan clients and the booking of basic commercial loans.  The incumbent will participate as a team member dedicated to supporting the growth and servicing of the Specialty lines of business and providing the highest quality of customer service to internal and external clients.

ESSENTIAL JOB FUNCTIONS:

• 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.

REQUIRED QUALIFICATIONS:

• 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.

SYSTEM PROFICIENCY:

• Laser Pro Lending
• AutoLoan Booking
• Windows and MS Office Products (Word, Excel)
• Lotus Notes
• CLS
• Hogan
• KeyNet/Key for Business/Key Bulletins
• Basic internet comprehension
• Credit Write-Up Approval (CWA) on RMW platform
• Small Business Underwriting (SBU)
• CRINT (Credit Interface with CWA and SBU)
• Obligor Database
• nCino Credit System
• LoanIQ Loan System
• KVD KeyView Deluxe
• Microsoft Teams
• Outlook

COMPENSATION AND BENEFITS:

This position is eligible to earn a base hourly rate in the range of $18.75 - $25.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

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.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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 View email address on ziprecruiter.com.