Lead Servicing OfficerServicing Officer Income Property Group, Real Estate at KeyBank

Location:1675 Broadway Denver ColoradoCandidates will be considered for either level of this role belowLead Service Officer Job Description:Job Summary:Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Income Property Group (IPG) Real Estate Line of Business. Primary servicing functions are for non-owner occupied interim loan servicing portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the IPG teams. Client segment focus is local and regional private developers and some public companies. Independently manage all pre-closing pre-boarding review of documents and due diligence. Responsible for providing superior client service and expertise to both internal and external clients related to loan administration with ability to juggle multiple projects and levels of complexity. Strength and experience also required for problem solving and loan system processing including loan boarding maintenance and data integrity.Essential Functions:Responsible for supporting client service functions required by credit and non-credit products offered by the Real Estate Capital DivisionResponsible for all post-closing services for assigned portfolio of moderate to high complexity loans including single bank and leading to multi bank participations/syndications less complex and leading to complex loan structures.Proven ability to prioritize and handle multiple tasks in a high-volume environmentProvides backup for all aspects of servicing for team members.Provides expertise and assists RM and Closer in pre-closing process by review loan documents evaluation of funding requirements and attending closing meetingsEstablishes and maintains servicing files including collateral release document preparation and monitoring.Identifies exceptions and obtains appropriate approvals as necessaryInitiates and analyzes standard and custom monitoring requirements including title/tax update insurance and holdbacksInitiates financial and collateral transactions based on customer request or loan document provisionsAnalyzes and facilitates rate commitment and collateral changes loan payments tax and insurance escrows flood zone monitoring requirements quarterly loan reviews DDA/Cash management services and payoff instructionMaintain 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 RMForms 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 and project status. Proactively identifies and assists in resolving issues affecting client service and risk managementProvides expertise to others by thorough understanding of business requirements of clients and loan related transactionsActive participation in and leading projects as neededPerform 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 Keys clients and Key.Education:4-year College Degree or equivalent work experienceWork Experience:Strong knowledge of financing including commitment/loan structures title/liens documentation and industry practices for draw processing and releasesStrong solution-oriented and problem-solving skillsFamiliarity with multi-bank loan participations and syndicationsAptitude for analysis systems and mathematicsFamiliarity with Commercial Loan Systems and Deposit SystemsUnderstanding of commercial lending conceptsProficiency in commercial loan documentation and closingExcellent problem-solving and decision-making skillsStrong interpersonal written and verbal communicationEffective planning and organizational abilities; high attention to detailAbility to manage multiple tasks in a high-volume environmentPC proficiency in Microsoft Excel Word PowerPoint and OneNoteFamiliarity with commercial banking systems (LoanIQ SalesForce LaserPro DocuSign BOS)Deliver distinctive personalized service to external and internal clientsSkills/Competencies:AccountabilityKeeps promises and honors commitments.Accepts responsibility for mistakes and failures and learns from them.Demonstrates open honest communication.Business AcumenBe knowledgeable about the financial services industry and Keys competition.Understand the value proposition of the business and how it contributes to Keys business strategy.Understand and apply Keys risk management philosophy in day-to-day interactions.Client FocusUnderstands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability.Actively listens to internal/external client feedback and delivers appropriate solutions.Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate.Develop Self Staff & OthersTake ownership of your personal development plan and seek opportunities to further develop your skill set.Proactively share your knowledge to help others develop and to improve the performance of the team.Drive for ResultsCan be counted on to exceed goals successfully; is consistently a solid performer is very bottom line oriented; steadfastly pushes self and others for results.Demonstrates personal accountability for achieving results within established timelines and budget parameters.Pursues work with energy drive and focus.Effective CollaborationIdentifies and involves the right stakeholders to make decisions and maximize results.Readily shares information knowledge best practices and ideas with teammates.Leverages opportunities and capabilities across the team to accomplish goals.Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees.Lead ChangeEffectively navigate and embrace change; exhibit an openness of new ways of doing things and an adaptable continuous improvement mindset.Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure.Understand the boundaries of your decision making and escalate decisions appropriately.Managerial CourageOpenly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager.Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback.Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise.Manage Vision and PurposeDemonstrate passion for improving business results.Understand how your role fits into the vision of the department and the organization.Apply an understanding of the departments vision and purpose to your prioritize work.Physical DemandsGeneral 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 pounds.Work Location CategoryHybrid (2 days)SERVICE OFFICER JOB DESCRIPTION:Job Summary:Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Income Property Group (IPG) Real Estate Line of Business. Primary servicing functions are for non-owner occupied interim loan servicing portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the IPG teams. Client segment focus is local and regional private developers and some public companies. Independently manage all pre-closing pre-boarding review of documents and due diligence. Responsible for providing superior client service and expertise to both internal and external clients related to loan administration with ability to juggle multiple projects and levels of complexity. Strength and experience also required for problem solving and loan system processing including loan boarding maintenance and data integrity.Essential Job Functions:Responsible for supporting client service functions required by credit and non-credit products offered by the Real Estate Capital DivisionResponsible for all post-closing services for assigned portfolio of low complexity loan structures. Proven ability to prioritize and handle multiple tasks in a high volume environmentProvides backup for servicing for team members.Active involvement and assist RM and Closer in pre-closing process by review of loan documents evaluation of funding requirements for less complex value add/rehab loans and attending meetingsEstablishes and maintains servicing files including collateral release document preparation and monitoringletter of credit issuanceIdentifies exceptions and obtains appropriate approvals as necessaryInitiates and analyzes standard and custom monitoring requirements including title/tax update insurance holdbacks and lease-up requirementsInitiates financial and collateral transactions based on customer request or loan document provisionsAnalyzes and facilitates rate commitment and collateral changes loan payments tax and insurance escrows flood zone monitoring requirements DDA/Cash management services and payoff instructionMaintain 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 RMForms 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 managementProvides expertise to others by thorough understanding of business requirements of clients and loan related transactionsActive participation in projects as neededPerform 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 Keys clients and Key.Education: 2 or 4-year College Degree or equivalent work experienceWork Experience:Moderate knowledge of financing including commitment/loan structures title/liens documentation and industry practices for draw processing and releasesStrong solution-oriented and problem-solving skillsFamiliarity with multi-bank loan participations and syndicationsAptitude for analysis systems and mathematicsFamiliarity with Commercial Loan Systems and Deposit SystemsUnderstanding of commercial lending conceptsProficiency in commercial loan documentation and closingExcellent problem-solving and decision-making skillsStrong interpersonal written and verbal communicationEffective planning and organizational abilities; high attention to detailAbility to manage multiple tasks in a high-volume environmentPC proficiency in Microsoft Excel Word PowerPoint and OneNoteFamiliarity with commercial banking systems (LoanIQ SalesForce LaserPro DocuSign BOS)Deliver distinctive personalized service to external and internal clientsPreferred Qualifications:Knowledge of commercial real estate including commitment/loan structures title/liens documentation and industry practices for collateral releaseFamiliarity with multi-bank loan participations and syndicationsFamiliarity with Commercial Loan Systems and Deposit SystemsSkills/Competencies: AccountabilityKeeps promises and honors commitments.Accepts responsibility for mistakes and failures and learns from them.Demonstrates open honest communication.Business AcumenBe knowledgeable about the financial services industry and Keys competition.Understand the value proposition of the business and how it contributes to Keys business strategy.Understand and apply Keys risk management philosophy in day-to-day interactions.Client FocusUnderstands the value of excellent client service and demonstrates commitment to client satisfaction for internal and external clients while balancing organizational profitability.Actively listens to internal/external client feedback and delivers appropriate solutions.Applies judgment within established guidelines to resolve client issues and needs and escalates issues to manager when appropriate.Develop Self Staff & OthersTake ownership of your personal development plan and seek opportunities to further develop your skill set.Proactively share your knowledge to help others develop and to improve the performance of the team.Drive for ResultsCan be counted on to exceed goals successfully; is consistently a solid performer is very bottom line oriented; steadfastly pushes self and others for results.Demonstrates personal accountability for achieving results within established timelines and budget parameters.Pursues work with energy drive and focus.Effective CollaborationIdentifies and involves the right stakeholders to make decisions and maximize results.Readily shares information knowledge best practices and ideas with teammates.Leverages opportunities and capabilities across the team to accomplish goals.Attentive and active listener; has the patience to hear people out; can accurately restate the opinion of others even when he/she disagrees.Lead ChangeEffectively navigate and embrace change; exhibit an openness of new ways of doing things and an adaptable continuous improvement mindset.Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure.Understand the boundaries of your decision making and escalate decisions appropriately.Managerial CourageOpenly expresses views and delivers candid and constructive feedback with a positive mindset to teammates and manager.Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback.Steps up to conflict and views it as an opportunity; finds common ground and fosters cooperation with minimum noise.Manage Vision and PurposeDemonstrate passion for improving business results.Understand how your role fits into the vision of the department and the organization.Apply an understanding of the departments vision and purpose to your prioritize work.Physical DemandsGeneral 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.Work Location CategoryHybrid (2 days)Key has implemented a role-based Mobile by Design approach to our employee workspaces dedicating space to those whose roles require specific workspaces while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result this role may be mobile or home based which means you may work either at a home office or in a Key facility to perform your job duties.COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $56000.00 - $85000.00 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 eligibility for incentive compensation subject to individual and company performance.Service Officer Compensation: This position is eligible to earn a base salary in the range of $46000.00 - $70000.00 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 eligibility for incentive compensation subject to individual and company performance.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.Job Posting Expiration Date: 12/26/2025

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 #LI-RemoteRequired Experience:Unclear Seniority Key Skills Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 56000 - 85000