125 customer service jobs found

Location: 4224 Ridge Lea Road, Amherst New York Job Summary The Mortgage Loan Closer is responsible for preparing and reviewing closing documents to ensure timely and accurate loan closings. This role works closely with Loan Officers, Processors, Title Companies, and other stakeholders to coordinate all aspects of the closing process. The Closer ensures compliance with investor guidelines, legal requirements, and internal policies while delivering excellent customer service. Essential Functions Review loan files to confirm all conditions are met and the file is ready for closing. Verify title commitments, insurance policies, sales contracts, and other documentation for accuracy and compliance. Input and validate loan data in the loan origination system to generate closing documents. Coordinate with Settlement Agents to obtain and review Closing Disclosures or HUD-1 statements. Ensure closing packages are complete, accurate, and meet agency/investor requirements....

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid Hours: This team works between 8:00am & 8:30pm ET.   Monday- Friday. Hours:   8:00am - 5:00pm ET & 11:30am - 8:30pm ET at least once per week.   Will not have to work late shift until up & running independently.   Schedules are done monthly JOB BRIEF (PURPOSE) This is an intermediate position to support a highly performing, multi-process work team in the completion of consumer loan processing and servicing tasks related to loan origination; including documentation review, loan closing services and loan booking for Consumer Lending. The person filling this position will adhere to service levels and quality goals as well as departmental procedures. The incumbent will provide superior quality customer service while incorporating the essence of the Key Values. ESSENTIAL JOB FUNCTIONS Effectively manage simultaneous loan closing process in accordance with established procedures...

Location: 22033 Marine View Drive S - Des Moines, Washington 98188 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed...

Location: 726 Exchange Street, Buffalo New York Job Summary The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. Drives focused growth and business development by creating and maintaining a clear and holistic understanding...

Location: 8117 Preston Road, Suite 400, Dallas Texas The selected candidate will be responsible for performing comprehensive due diligence and underwriting activities for Fannie Mae , Freddie Mac , and Private Placement Affordable multifamily mortgage loans . This role requires a strong understanding of affordable housing finance programs and a commitment to delivering high-quality, risk-conscious underwriting support. Please note: This is an on-site position and not eligible for remote or virtual work . The candidate will be required to work from a KeyBank office , with preferred locations including Dallas, TX , Cleveland, OH , Overland Park, KS , Atlanta, GA or Chicago, IL. ESSENTIAL JOB FUNCTIONS Deliver exceptional customer service to internal and external clients by facilitating well-underwritten, risk-conscious real estate transactions that align with the business strategy. Foster strong working relationships across teams and with external...

Location: 175 S 3rd Street, Columbus Ohio THIS POSIITON CAN BE FILLED AS RELATIONSHIP MANAGER OR SR. RELATIONSHIP MANAGER BASED ON SELECTED INIDIVIDUALS SKILLS/EXPERIENCE. Job Summary Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client related matters Drives a focused...

Location: For Those Who Work At Home, Utah ABOUT THE JOB (JOB BRIEF): Focuses on acquisition of new clients and expanding share of wallet of existing client portfolio with targeted franchise brands nationwide. Develops and maintains centers of influence relationships in the franchise industry that can be leveraged into profitable relationships. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross- marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS: The role of the Senior Franchise Sales Rep is to prospect and sell new clients as well as expand existing client relationships in the franchise industry by consistently delivering the BB value proposition (clients...

Location: 4910 Tiedeman Road, Brooklyn Ohio This position requires only 2-days a week in office. 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 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, service...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: This position is Mobile by Design (Hybrid) in Brooklyn, OH or Amherst, NY - working two days in office a week Training: 100% on-site for the first 6 weeks Hours: Monday-Friday 8:00am-5:00pm, Rotate 11:00am-7:30 pm shift 2x/month, 8:00-6:00pm on first and last day of month Position Summary The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance.     Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under moderate supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex...

Location: 950 Silver Lane - East Hartford, Connecticut 06118 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 950 Silver Lane, East Hartford Connecticut Job Summary The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. ERSMs prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and Home Lending Market Leader) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (which include Mortgage Loan Officers (MLO) & Community Development Mortgage Loan Officers (CDLO)) effective at originating high quality home lending...

Location: 2305 S Colorado Boulevard - Denver, Colorado 80222 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 301 East Fourth Street, Cincinnati 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...

Location: 1918 SW Campus Drive - Federal Way, Washington 98023 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 5318 West Genesee Street, Camillus New York Job Summary Within the Key Investment Services business, the Retail Investment Associate is responsible for assisting the Key Investment Services Sales Force in achieving sales goals, customer service, business growth, and client retention. This position will serve as a proactive member of the Key Investment Services Team by being an initial sales and service contact for new and existing clients. Essential Functions Provide support to the Private Client Advisors. Perform customer service duties and assist in daily office operations, including obtaining new account and customer maintenance forms, establishing new accounts, servicing customer accounts, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approvals, maintaining records, performing heavy order entry, and managing client contact. Maintain a solid base knowledge of retirement accounts,...

Location: 1675 Broadway, Denver Colorado Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client...

Location: 10 West Market Street, Indianapolis Indiana Job Summary The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. Drives focused growth and business development by creating and maintaining a clear and holistic...

Location: 1675 Broadway, Denver Colorado Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client...

Location: 6730 Rockside Road - Independence, Ohio 44131 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 27 Spectrum Loop - Colorado Springs, Colorado 80921 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 2299 Highland Drive - Salt Lake City, Utah 84106-0340 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed...

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 501 E Carmel Drive - Carmel, Indiana 46032 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions Gather...

Location: 615 Columbia Turnpike - East Greenbush, New York 12061 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed...