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KeyBank Lead Specialist- Loan Originator in Canton, Ohio

Lead Specialist- Loan OriginatorinCanton, OHatKey Bank- Corporate

Date Posted: 10/7/2019

Job Snapshot

  • Employee Type: Full-Time

  • Location: 202 2nd Street Northeast Canton, OH

  • Job Type: Banking

  • Experience: Not Specified

  • Date Posted: 10/7/2019

About Us

Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

Our goal is to be the best regional bank in the U.S. What that means is we put our clients needs first and take a customized approach to meeting those needs. At Key we ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.

Job Description

ABOUT THE JOB (JOB BRIEF)

In a Financial Services Contact Center environment, the Lead Specialist LO processes new loan applications taken by the Phone and Internet channels. They will work as the liaison between the client and Underwriting Department gathering information necessary for credit decisions, as well as resolving internal and external client inquiries and concerns. The associate will build and strengthen relationships with new and existing clients by recognizing cross-selling opportunities in a fast-paced environment.

ESSENTIAL JOB FUNCTIONS

  • Respond to inbound calls and make outbound calls to relay credit decisions.(i.e., approved, declined, counter offer, etc.)

  • Work with clients to resolve any issues and /or questions that arise during application process. Ability to problem solve and offer alternatives to clients. Problem solving skills to include offering guidance to clients on where/who to contact to ensure proper and timely resolution.

  • Build and strengthen relationships with new and existing clients by recognizing cross- selling opportunities in a fast- paced environment.

  • Actively promote and refer KeyBank's products and services and effectively refer clients to the appropriate sales source for sale closure.

  • Work in a virtual environment building relationships with clients throughout the United States.

  • Open and maintain lines of communication with internal/external clients and line of business partners.

  • Partner with the branches to schedule closing appointments. Ensure client and branch representative are well informed of all approval conditions to guarantee quick turnaround and satisfied clients.

  • Order loan documents.

  • Meet and exceed individual performance goals and contribute to the overall success of the team.

  • Be registered and certified under the Nationwide Mortgage Licensing System and Registry.

MARGINAL OR PERIPHERAL FUNCTIONS

  • Faxing and e-mailing

  • Preparing and mailing customer correspondence.

  • Support other lines of business as back up based upon staffing needs.

REQUIRED QUALIFICATIONS

  • High School Diploma

  • Two years customer service experience

  • One year cross sell and/or direct sales experience

  • Excellent written and oral communication skills

  • Strong organizational and time management skills.

  • Knowledge of Microsoft Office utilities, including Word & Excel.

  • Ability to work Monday - Friday between 9:00 a.m. and 7:00 p.m. on a rotating basis with the ability to work overtime hours as needed.

Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

PREFERRED QUALIFICATIONS

  • Associate or Bachelors Degree

  • Financial Services background experience

  • Knowledge of Financial Products

  • Call Center experience

Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

Please note there may be two positions available.

FLSA STATUS: Non-Exempt

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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, disability, or veteran status.

37705BR

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