13 customer experience supervisor jobs found

Location: 11501 Outlook Street, Overland Park Kansas Job Summary Under the direction of the Payment Control Supervisor, the Investor Accounting Specialist is responsible for the timely and accurate processing of borrower payments, including those received in-house and those rejected by the external lockbox facility. The role also includes handling a variety of financial transactions such as advances, disbursements, payoffs, write-offs, and reconciliations. This position requires proactive communication with internal and external clients and adherence to internal and investor policies and procedures to ensure accurate reporting and remittance. Essential Functions Identify and process borrower payments as directed by servicing standards and agreements Research, identify, deposit, and process live checks sent directly to the Overland Park office Process payments rejected by the external lockbox facility Handle payment reversals, NSF checks, stop payments, voids, and...

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: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Commercial Credit Underwriter (1mm- 10mm commitments) is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Commercial Credit Underwriter assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for deteriorating credits while independently managing their workflow and communication with field partners. Commercial Credit Underwriter are responsible for assessing the degree of risk within a given business and recommending client credit solutions to maintain the bank's asset quality while ensuring compliance with credit policy and guidelines. Commercial Credit Underwriters are required to make loan decisions within an assigned lending...

Location: 11501 Outlook Street, Overland Park Kansas JOB BRIEF (PURPOSE) Under the direction of the department manager, the person in this position is responsible for supervising the work performed by a team of insurance specialists.  This person will monitor the work output to insure that all investor guidelines, as well as internal policies and procedures are met in a timely manner.  This position requires thorough understanding of commercial insurance practices and procedures and requires the ability to exercise independent judgment to resolve problems. ESSENTIAL JOB FUNCTIONS Supervise the daily functions and responsibilities performed by a team of 8-12 insurance specialists. Research, organize and prioritize the workflow to achieve maximum productivity and compliance with Investor deadlines Manage and oversee processes and procedures to ensure data contained in the servicing system is updated to reflect the current status regarding insurance policy...

Location: 4137 Boardman Canfield Road, Canfield Ohio 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...

Location: 1000 South McCaslin Boulevard, Superior Colorado Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing 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, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting...

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: For Those Who Work At Home, Ohio Job Summary The Compliance Officer plays a key role in ensuring Key Investment Services LLC meets regulatory and internal standards. The primary responsibility is conducting branch inspections, though this role also involves providing compliance training, drafting and updating policies, providing advice and guidance to business partners, investigating potential fraud and elder abuse claims, and supporting other compliance projects. This position requires strong analytical skills, clear communication, and the ability to manage multiple priorities in a dynamic environment. About Key Investment Services LLC KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered bank holding company.  KIS also offers insurance products in conjunction with an affiliated insurance agency...

Location: 2318 Delaware Avenue - Buffalo, New York 14212 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Experience Team Lead (BETL) leads in-person branch activities in support of providing exceptional client experience in every interaction. The BETL builds, coaches, develops, leads, and motivates the branch teller team to create superior and consistent experience for our clients. Responsible for overseeing compliance with regulatory, security and internal audit and risk controls and ensuring any exceptions are satisfied with KeyBank standards. BETLs are the primary troubleshooters for complex client service issues/needs and work closely on escalations with the Centralized Retail Support Team or Experience Leader, as appropriate. The Branch Experience Team Lead role is for branches considered High Transaction Volume, to ongoing review and change. Serves as back up to the Branch Manager as...

Location: 1200 Abernathy Road NE, Atlanta Georgia Job Summary This role offers the opportunity to join a well‑established, growing Real Estate Institutional Capital Group team that is recognized for its leadership in commercial lending and lead Agent role in RE syndication market.  The Lead Servicing Officer is responsible for servicing an assigned portfolio of commercial real estate loans, primarily supporting the Real Estate Institutional Capital Group Line of Business, including non‑owner occupied and interim loan structures. The role provides end‑to‑end servicing support, portfolio administration, and related client services for a sophisticated client base that includes public and private REITs, real estate private equity firms and advisors, and commercial real estate owners, with additional focus on specialized healthcare property financing for hospitals and senior housing owners and operators. This position independently manages all pre‑closing and pre‑boarding...

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: 1000 South McCaslin Boulevard, Superior Colorado The position will be responsible for managing a portfolio of loan facilities associated with the Specialty Finance Lending (“SFL”) portfolio, as assigned by the SVP Head of Originations, and will include facilitating a range of operational activities relating to the on-going management; risk monitoring;  loan administration; account maintenance; and customer service.  Job responsibilities will involve taking a lead role on variety of operational activities (based on prior experience and skill level) and a supportive role on some business development activities in collaboration with the SFL business development team.  The operational activities will include facilitating and managing due diligence, transaction documentation, loan closing & booking,  advances/paydowns, interest and fee accruals and settlments; loan convenant and borrowing base compliance; performance monitoring; monthly servicer report reviews,...