Team Lead, Loan Setup & Documentation

KeyBank Real Estate Capital (KBREC) is a line of business of Cleveland-based KeyCorp, one of the nation's largest bank-based financial services companies with assets of approximately $92 billion.  As one of the largest commercial real estate finance companies in the U.S., KBREC provides construction and interim financing, permanent placements, mezzanine and project equity for virtually all property types.

 

KBREC is the 3rd largest commercial real estate capital provider in the U.S., and is among the top retail development and multifamily lenders in the country.  It is ranked #1 in Freddie Mac Central Region originations, and is #3 in annual originations among U.S. financial service companies. 

 

With a portfolio in excess of $20 billion in permanent loans, KBREC is the nation's 4th largest mortgage loan servicer.

 

Office Environment/Benefits:

Vacation, Retirement Plan, Dental, Paid Time Off, Vision, Holidays, Discounts, Tuition Reimbursement, Stock Purchase Plan, Medical, Life, 401K, Prescription

 

Employment Opportunity:

Due to a growing business and a newly created team within KeyBank Real Estate Capital, we have an immediate opening for a Team Lead, Loan Setup & Documentation (Commercial Real Estate).

Job Requisition #PS221614

127 Public Square, Cleveland, OH 44114

 

Essential Functions

Responsible for the administration, production and leadership of the KeyBank Real Estate Capital (KBREC) Loan Documentation & Collateral & Exception Management Team, a segment of the KeyBank Real Estate Capital Loan Origination Specialty Unit.

 

Manages staff and all functions required for Loan Set-up and Documentation on Bank's Systems; delegates and empowers decision making appropriately and instills accountability for individual and team results

 

Manages staff in processing accurate, timely loan system (LoanIQ) input and assisting in creating, managing and implementing procedures for same.

   

Proactively identifies and resolves risk management and client service issues, requiring interaction with clients, third parties, sales staff and management; ensures appropriate balance between service and risk mitigation

 

Responsible for ensuring the level of service and data quality is of optimum quality while continually practicing process improvement in tandem with Continuous Improvements philosophies and the KeyBank Real Estate Capital Services culture.

 

Recruits, hires and develops staff associates needed for strong, reliable infrastructure; provides learning environment, diversity, productivity and quality standards and recognition/career growth to staff.

 

Responsible for assisting KeyBank Real Estate Capital?s Loan Origination Specialty Unit Manager with the development and implementation of process, procedures, training, recognition, audits, reporting, etc.

 

Manage projects including planning, implementation, workflow, training, oversight, reporting, etc.



Professionally represents division in meetings with Management and internal and external clients.

 

Responsible for managing process and procedures to ensure satisfactory audit/exam results (including C-Cap audits), no material findings (measurement); timely execution of action plans, if any.

 

Responsible for the implementation of Compliance Procedures and diligent follow-up to ensure staff is informed and executing procedures as directed (i.e. Corporate Information Security, Account Screening Questions and Business Privacy Policy)

 

Marginal Functions

Cross-trains with Loan Documentation Specialists, LoanIQ Specialists and DDA Specialists and other Loan Servicing functions

 

Required Skills

4-year college degree or equivalent commercial real estate business experience.

Proven experience leading or supervising an operational team within commercial real estate (all commercial loans).

Strong knowledge of construction loan financing including underwriting, risk management and mitigation, loan closing and portfolio administration

Strong solution-oriented and problem solving skills

Strong verbal and written communication skills

Ability to drive multiple parties and processes in a high volume environment; perform in a demanding environment with time sensitive transactions

Experience working with commercial real estate loan accounting systems

Strong solution-oriented and problem solving skills

Ability to exercise good judgment in addressing exceptions and non-  standard situations

Detail-oriented 

Demonstrated success in being part of a team environment

Aptitude for analysis, systems and mathematics

 

Preferred Skills

Familiarity with commercial real estate loan documentation

Familiarity with Loan systems, preferably Loan IQ as well as ancillary systems that provide support to the REC lending process

PC proficiency with Microsoft Word, Excel and PowerPoint

 

How to Apply:
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