Back Office Commercial Banking Specialist

KeyBank; New York (NY); Hybrid; USD 53,726,000 - 70,258,000; Full time

Job summary

KeyBank in Brooklyn, OH or Amherst, NY offers a Back Office Commercial Banking Specialist role with hybrid work (two days in office per week) and 100% on-site training for six weeks. You will handle monetary processing, loan maintenance, and documentation functions, providing strong client service to internal and external customers.

The position emphasizes accuracy, knowledge of commercial loans, and multi-system proficiency, with responsibilities spanning filing, processing, and reporting.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree in Finance or Accounting preferred.
• Strong knowledge of commercial loan servicing and at least 2 years of relevant experience.
• Excel experience preferred.
• Commercial loan processing/Residential loan processing experience is a plus.
• Attention to detail and ability to handle multiple suspect reports is critical.
• Solid understanding of accounting principles; familiarity with CLS/CL3 and LoanIQ systems.

Responsibilities

• Perform accurate and timely monetary processing, including Dollar Transaction Forms and Loan Initial Funding Requests via Centralized Funding.
• Balance general ledger entries using Automated Posting Application (APA) to minimize outages and coordinate with Accounting.
• Post DDA entries via APA to Hogan, issue cashier checks and process outgoing wires.
• Process requests via Quest, databases and KeyView, including Fee Waiver requests and changes to account information.
• Maintain CLS system data, set up borrowing base ticklers and other monetary system changes.
• Review and act on various reports to prevent customer impact and ensure system integrity.

Skills

Excel experience

Verbal communication

Written communication

Interpersonal skills

Analytical skills

Attention to detail

Education

High School Diploma or equivalent

Bachelor's degree in Finance or Accounting preferred

Job description

Back Office Commercial Banking Specialist

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 issues based on development. The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will elevate issues as needed. Individuals in this position should have a basic to moderate understanding of commercial loans and commercial loan servicing.

Overview of Primary Functions

• Administers moderate 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 moderate issues by following established guidelines. Refers more complex problems to Senior Specialist or supervisor. May provide service in relation billing inquiries, service requests, suggestions and complaints from customers
• Uses independent thought to recommend and implement 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
• Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
• Other duties as assigned, including performance of special tasks and follow up for accurate and timely completion of transactions

Day-to-Day Tasks Include

• Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process
• Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
• Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests
• Process requests received via departmental Quest, databases and KeyView system including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements
• Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes.
• Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity

Education, Experience, & Differentiating Skills

• High School Diploma or equivalent work experience required. Bachelors degree in Finance or Accounting preferred
• Minimum 2 years of experience and a strong knowledge of commercial loan servicing
• Excel experience preferred
• Commercial loan processing / Residential loan processing experience is plus
• Attention to detail and ability to process multiple suspect reporting is critical
• Demonstrates solid understanding of accounting principles
• Familiarity with systems such as CLS/CL3 and LoanIQ
• Proven excellent verbal/written communication and interpersonal skills
• Excellent judgement and decision making skills, demonstrated leadership skills
• Strong analytical, research, and problem resolution skills
• Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges
• Moderate knowledge of banking policies, procedures, government regulations
• Ability to perform complex scheduled and non-scheduled maintenance functions
• Excellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently

This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 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.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 07/31/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].