Lead Closing Officer - CRE; Commercial Real Estate

Location:

4910 Tiedeman Road, Brooklyn Ohio

The Lead Service Officer is responsible for either closing or servicing moderate to highly complex commercial loans, both real estate and non-real estate secured, syndicated, or non-syndicated in accordance with credit approval, risk management and loan documentation. Responsible for providing superior client service, proactively driving the process, collaborating with line of business and third parties, and adhering to specific procedures to identify items/conditions to be satisfied.

Adheres to all Key Bank and regulatory compliance procedures, including but not limited to OFAC, Patriot Act, Beneficial Owner, and Flood, and adheres to all internal procedures and controls. Participate in and lead special projects as needed.

• Working knowledge of business requirements of clients and loan related transactions and other related applicable products in a high-volume environment; provides expertise to others.
• Identify, analyze, and balance gray areas of risks/exceptions, provide solutions and/or elevate to obtain appropriate approvals as necessary, and communicates issues to management and/or LOB as needed; understands the importance of balancing service and risk.
• Intermediate to expert understanding of role specific systems utilized which requires strong data integrity and attention to detail.
• All pre- or post-closing services for assigned portfolio of moderate to highly complex loan structures.
• Proactively drive the process through collaboration, communication, and a focus on client centricity with all parties; work seamlessly with the LOB, other internal partners, third parties, bank groups/syndications, etc.
• Independently manage assigned work with limited oversight from manager; offer assistance to others as time permits.
• Assist or lead projects and initiatives (e.g. enhance commercial lending platform) and offers suggestions to support a continuous improvement mindset.
• Experience and understanding of legal documentation for role specific requirements ensuring conformity to credit approval and Key's policy and procedures, and/or to execute requirements per the terms of the documents.
• Initiates and is accountable for fiduciary responsibilities for various monetary transactions and general ledger accounting including advances, payments, closing fees.
• Expert knowledge of procedures and policy's related to all requirements for funds movement.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Bachelor's Degree (preferred) or equivalent work experience (required)

2+ years of related job experience; preferable in banking and or commercial real estate

• Understanding of commercial lending concepts
• Proficiency in commercial loan documentation and closing
• Strong solution-oriented and problem-solving skills
• Excellent problem-solving and decision-making skills
• Demonstrated decision-making ability
• Excellent interpersonal skills; demonstrated strong written and verbal communication skills
• Proven ability to prioritize and handle multiple tasks in a high-volume environment
• Effective planning and organizational abilities; high attention to detail
• Ability to manage multiple tasks in a high-volume environment
• Proficiency in Microsoft Excel, Word, PowerPoint, and One Note
• Familiarity with commercial banking systems (LoanIQ, Sales Force, Laser Pro, Docu Sign, BOS)
• Deliver distinctive personalized service to external and internal clients

All Key Bank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Hybrid (2+ days)

This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. 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…