18 finance jobs found in Brooklyn

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Mortgage Senior Loan Processor is responsible for ensuring loans are processed accurately and in a timely manner, while maintaining compliance with federal, state, local, and investor guidelines. This role requires proactive communication with clients, Loan Officers, Underwriters, and other stakeholders. A strong understanding of residential lending regulations and documentation is essential. The position also involves identifying incomplete or inaccurate information and influencing others with diplomacy and trust. Essential Functions Review all loan applications for accuracy, completeness, and compliance inclusive of FHA/VA/SONYMA and additional affordable loan products Monitor and maintain an application pipeline Receive and review client documentation related to income, assets, and credit Submit completed files via the loan origination system to underwriting Communicate with Loan Officers, clients,...

Location: 4900 Tiedeman Road, Brooklyn Ohio The Enterprise Program Management Office (EPMO) is responsible for identifying enterprise change across the business, enabling a first line of defense framework through which change execution risk is managed and ensuring business units have appropriate programs, tools and training in place to effectively implement change. The Lead Analyst - EPMO partners with other program leads and business teams to lead the bank’s enterprise change portfolio reporting, related insights and analytics, and integration of portfolio data into management and regulatory reporting. Success criteria include demonstrated ability to independently and effectively work with cross-functional teams, critical thinker with ability to solve problems in a “big picture” context, strong analytical and data management acumen, and solid communication and relationship-building skills. RESPONSIBILITIES: Aggregates and maintains a database of Enterprise...

Location: 4910 Tiedeman Road, Brooklyn Ohio Training: Minimally for the first 30 days. On-site attendance is required. Additional training may be required, and you may be requested onsite. Location: Hybrid opportunity requiring minimally 2 days in office once training is completed. Wednesday and a day of your choice. Hours: Monday - Friday 8:00am-5:00pm Job Brief (Purpose) The Lead Specialist, Commercial Lien Group serves as a subject matter expert responsible for managing complex collateral servicing activities that support KeyBank’s risk mitigation and lien control efforts. This role acts as an internal control point by ensuring collateral is properly perfected and released in compliance with KeyBank policies, departmental procedures, and applicable state and county requirements. The Lead Specialist supports multiple loan portfolios, provides guidance and back-up to team members, and maintains high standards for quality, accuracy, and productivity....

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Enterprise Data Quality team at KeyBank is seeking a highly motivated and detail-oriented Data Quality Senior Analyst to lead the daily operations within the data quality rule writing Coverage team.  The Coverage team ensures data assets at Key are supported by the appropriate data quality rules, through direct rule definition & implementation, as well as supporting partners throughout Key as they create and implement their own rules.  This is a foundational component of our Enterprise Data Quality Program. This role is essential to ensuring data is trustworthy and fit for its intended use across regulatory, analytics, AI, and reporting functions. The ideal candidate is a passionate data advocate with a strong understanding of banking processes, data quality principles, tools, and best practices paired with advanced SQL proficiency that is critical to effectively interrogating, validating, and monitoring...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Analyst, Portfolio Management is an individual contributor responsible for supporting the Portfolio Management team in their financial analysis and preparation of underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. As part of the first line of defense, the Analyst also assists the team with ongoing credit monitoring and risk rating of corporate clients and gathering and supporting the review of legal documentation. Essential Functions Analyzing and researching municipal issuers and borrowers in a wide range of sectors (general...

Location: 4910 Tiedeman Road, Brooklyn Ohio This role can be filled as either a Lead Closing Officer or Senior Closing Officer. Senior Closing Officer Job Description: Job Summary The Senior Closing office is responsible for all pre-closing and closing functions required for credit products offered by Real Estate Capital, primarily the Community Development Lending and Investment team, or other KeyBank lines of business as required by credit policy. Including compliance with credit policy, internal compliance procedures (OFAC, Patriot Act, Beneficial Ownership etc.), credit approval, and documentation standards according to internal closing procedures and controls.  This role maintains a volume assigned portfolio consisting of moderate to highly complex construction and tax credit equity transactions, interim loans (including multiple tranche transactions), line of credit facilities, and standby letters of credit or revenue bond transactions, any of which may be...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary   Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals.   ESSENTIAL JOB FUNCTIONS   Fiduciary Expertise and Trust Administration Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues Designs and delivers sophisticated fiduciary solutions, using relationship team model (being prepared and participating in pre-call), to high net worth clients...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries. While serving on the KPB Wealth Services or Specialty Teams and within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries. The Senior Trust Officer works across Key Private Bank (KPB), collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and estate settlement accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production goals. The role may have...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Senior Research Analyst has an integral role in supporting the efforts of senior Equity team members, as well as advising client portfolio managers and traders. This includes the entire range of research skills such as screening new ideas, modeling potential outcomes, and challenging team members in a professional manner. Responsibilities will include the financial analysis of equities; conducting investment research including reading and reviewing sell-side research reports and company filings, as well as interacting with both sell-side analysts and corporate management; creating models/spreadsheets and assisting in preparing valuation and screening reports; participating in the preparation of market commentaries; maintaining a number of proprietary lists of securities; supporting requests for information from client portfolio managers; and other projects/responsibilities as determined by the senior...

Location: 127 Public Square, Cleveland Ohio Job Description The Trust Analyst provides trust administration support and fulfills fiduciary responsibilities by providing basic trust administration for Key's Institutional clients and their beneficiaries. While serving on the Institutional Advisors team, collaborates effectively and provides insights and solutions to attract, retain and grow clients. Actively manages institutional accounts, in accordance with established policies and procedures, to a high professional standard while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Where appropriate, may focus on an area of specialty trust expertise. Successfully identifies opportunities to enhance client relationships while using proper channel management. ESSENTIAL JOB FUNCTIONS Trust Administration & Support Administers assigned accounts with a proactive and disciplined approach Familiar with...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships as well as provide a differentiated client experience, leading to higher client satisfaction and Net Promoter Scores. Essential Functions Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple markets. Service high-net-worth client accounts based on client need....

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary: Manage a portfolio of pass rated “exit,” criticized, classified, non-performing and or charged off credit relationships. Minimize charge-offs and maximize recoveries by collaboratively developing and implementing cogent workout, restructuring and/or exit plans. Develop positive relationships with customers, line of business personnel and internal and external professionals. Negotiate skillfully, fairly, and ethically with customers and other constituencies. Communicate clearly. Adhere to all corporate compliance guidelines. Shadow accounts on the line that require workout advice. This position reports to a Loan Workout Team Lead and/or the Loan Workout Regional Manager. Job Description Manage a loan portfolio including SBA loans and/or other government guaranteed loans with moderate complexity and potential for adversarial litigation. Review and analyze loan documentation, financial statements...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job The Home Lending Compliance Officer will be a member of the Home Lending Compliance team within Compliance Risk Management.  They will provide support to the Mortgage and Home Equity Origination lines of business by researching, interpreting, and assisting with applying the assigned laws and regulations to each applicable line of business processes and systems.  They will provide consultative advice to applicable lines of business related to compliance, perform oversight activities and assume responsibility for mitigating and discouraging actions that may expose KeyCorp and its affiliates to risk outside its desired risk appetite. Essential Job Functions For the Home Lending Origination line of business, serve as the corporate compliance subject matter expert. Demonstrate working knowledge of banking/consumer compliance laws and regulations and apply them to risk management strategies. Develop...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid - 2+ days in office, 4910 Tiedeman Rd, Brooklyn, OH. Job Summary We are seeking an IT Senior Business Analyst to join the Enterprise Mart Delivery squad within Enterprise Data and Information Services (EDIS). This is a high‑impact opportunity to be part of a team dedicated to building and delivering robust enterprise data pipelines that power reporting, analytics, and data‑driven business insights critical to organizational decision‑making. In this highly visible role, the IT Senior Business Analyst influences a cross-functional team in optimization of application capabilities & business processes. Provides Business Analysis and Project/Product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs). Essential Functions Partners with stakeholders to elicit and document requirements, develop supporting artifacts, and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Mortgage Senior Underwriter is responsible for reviewing, analyzing, and approving residential loan applications. This role involves verifying income, assets, credit, and collateral documents, including self-employed personal and business tax returns. The Mortgage Senior Underwriter may handle various types of mortgage lending (agency conventional, portfolio conventional, FHA/VA MI, etc.) and support other underwriters on complex loan submissions. Lending authority includes conventional, government, and jumbo loan programs up to a targeted dollar amount. Excellent phone and communication skills and a commitment to superior customer service are essential. Essential Functions Evaluate the creditworthiness of borrowers and render credit decisions. Ensure loans meet corporate credit policy and comply with ATR and Qualified Mortgage provisions. Ensure compliance with company and Agency/Investor/FHA/VA guidelines....

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary   Responsible for servicing assigned Construction portfolio consisting of a variety of products primarily for the Community Development Lending/Income Property Group/Institutional Real Estate Group/Healthcare Real Estate Line of Business. Primary draw functions are for non- owner occupied   construction/interim loan servicing. Provide excellent communication with the lending staff and partners supported by the IPG/IRE/HC teams.  Client segment focus is local and regional private   developers and   and   some public companies. Independently manage all pre-closing   review   of construction documents and due diligence applicable to construction and risk management. Responsible for providing superior client service and   expertise   related to construction administration   including draw   processing, budgets, construction contractor documents, lien laws with ability to juggle multiple...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Home Lending Center (HLC) Loan Officer (LO) assists clients with the origination of residential mortgage loans, offering analysis and advice on home lending solutions that align with clients' financial goals. This role involves developing referral sources to grow Key's home lending business and client base. The HLC LO is expected to meet or exceed sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect and develop new client relationships and loan originations through internal referrals and external centers of influence. Originate and process targeted number of family residential real estate mortgage transactions in line with Home Lending guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions Gather necessary documentation at loan registration and serve as...