Commercial Document Prep Specialist

KeyBank; Brooklyn (OH); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a detail-oriented professional for commercial loan documentation. This hybrid position requires at least 1 year of experience and offers competitive pay ranging from $20 to $22 per hour. The ideal candidate will demonstrate excellent customer service skills and be proficient in Microsoft Office 365 applications.

Qualifications

• Minimum 1 year of commercial loan documentation experience in a high-volume processing operations role.
• Strong written and verbal communication skills.
• Ability to identify issues with basic analytical, research, and problem-resolution skills.

Responsibilities

• Prepares loan document packages and ensures all documents are present.
• Facilitates validation of borrowing entities.
• Handles customer inquiries in a timely manner.

Skills

Attention to detail

Time management

Customer service

Analytical skills

Microsoft Office 365 proficiency

Education

High School Diploma or equivalent

College degree preferred

Tools

Hogan

LoanIQ

LaserPro

Job description

Location:

4224 Ridge Lea Road - Amherst, New York 14226

Hours: 10:00am to 7:00pm ET or 8:00am to 5:00pm PT

Location: Hybrid – In-office 2 days per week after training

Essential Job Function

• Prepares loan document packages and ensures all documents are present to ensure Bank’s position
• Interprets and develops documents for collateral associated with complex commercial loans
• Identifies simple contradictions in documentation requests and seeks resolution
• Facilitates simple validation of borrowing entity
• Regularly works in various systems and image-enabled work queues to ensure timely processing of tasks.
• Accurately identifies and indexes task-related documents.
• Responds to internal customers’ basic questions and inquiries in a timely manner
• Demonstrates commitment to continuous improvement
• Researches requests to a correct conclusion and effectively communicates the results
• Attends and participates in document preparation classes and other related developmental trainings
• Applies knowledge of basic accounting principles
• Consults with internal client partners and applies discretionary judgment to accommodate documentation inquiries
• Demonstrates a strong understanding of commercial loan documentation and regulations, as well as knowledge/experience of the loan accounting systems, monetary processing, and some system maintenance functions.
• Assists in training new colleagues
• Other duties as assigned

Requirements & Preferred Qualifications:

• Minimum 1 year of commercial loan documentation experience in a high-volume processing operations role
• High School Diploma or equivalent work experience required. College degree preferred
• Time management and organizational skills to handle high transaction volumes independently and accurately to meet production goals
• Exceptional attention to detail and ability to perform with a high degree of speed and accuracy
• Excellent customer service skills and ability to handle inquiries independently
• Strong written and verbal communication skills
• Interpersonal skills to works well with others in a fully developed team environment
• Open-minded and adaptable to new ideas in a changing environment
• Ability to identify issues and demonstration of basic analytical, research, and problem-resolution skills
• Moderate knowledge of banking policies, procedures, government regulations
• Comfortable navigating multiple computer systems and applications, utilizing resources to solve routine challenges
• Ability to work with minimal supervision in decision making
• Proficient in Microsoft Office 365 applications – including Outlook, Word, Excel
• Proficiency in the following systems is preferred: Hogan, ALS, CLS/CL3, LoanIQ, LaserPro, nCino, CWA, Lotus Notes, CRINT, SBU

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $20.00 to $22.00 per hour depending on location and job-related factors such as level of experience.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 10/26/2025 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, disability or veteran status.

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].