Commercial Lending Document Preparation Senior Specialist
Job Summary
Under limited supervision, the Senior Specialist is primarily focused on execution of complex processing, operational and/or administrative work following defined and sometimes undefined procedures. The Senior Specialist is responsible for following established guidelines to identify and resolve problems, escalating issues as needed, and contributing to workflow or process change and redesign.
Essential Functions
- Administers complex procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process.
- Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees.
- Identifies and resolves complex issues that do not have established guidelines.
- May provide service in relation complex billing inquiries, service requests, suggestions and complaints from customers.
- Uses independence of thought to solve complex problems and should be seen as an expert by others.
- Recommends and implements programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process.
- Organizes, records, process, services the production of various activities of the team.
- Is fully proficient in duties and works under limited to no supervision.
- Sees as a subject matter expert across the line of business and delivers subject-matter expertise to customers and lower level employees.
- 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.
Skills
- Working knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business;
- Extensive experience with customer service concepts and techniques;
- Working knowledge of back-office operations;
- Extensive experience with the importance of meeting or exceeding established targets;
- Extensive experience in understanding the necessity and value of accuracy;
- Extensive experience with approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems;
- Extensive experience with the concepts and principles of Gemba Kaizen methodology;
- Extensive experience with understanding the necessity for continuous personal growth and learning;
- Extensive experience with successful approaches and techniques for dealing with change;
- Extensive experience with collaborative techniques;
- Extensive experience with effective communication concepts, tools and techniques;
- Basic understanding of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds;
Core Competencies
- All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
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.
Compensation And Benefits
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 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.
Job Posting Expiration Date
09/01/2026