Senior Servicing Officer (Institutional Capital Group)

KeyBank; Swormville (NY); Hybrid; USD 71,000 - 125,000; Full time

Job summary

KeyBank is seeking a Senior Servicing Officer to manage pre- and post-closing services for commercial real estate loans within the Real Estate Institutional Capital Group. You will handle complex structures and ensure data integrity across systems, collaborating with relationship managers and other teams.

The role emphasizes leadership, training, and mentoring, with opportunity for growth in a relationship-driven banking environment and exposure to revolver, term, borrowing base, and bridge loan

Qualifications

• Bachelor's degree or equivalent experience required.
• 5+ years of related experience, including lead service officer responsibilities preferred.
• Strong knowledge of commercial lending concepts and documentation.

Responsibilities

• Manage pre- and post-closing services for complex loan structures.
• Identify and resolve risk/exceptions and escalate as needed.
• Book loans in LoanIQ and confirm collateral; manage documentation exceptions.
• Review documentation with LaserPro Lending and DocuSign.
• Lead projects and mentor teammates; participate in client meetings and pipeline discussions.
• Ensure post-approval reporting and compliance with standards.

Skills

Commercial lending concepts

Loan documentation

Excel

Salesforce

DocuSign

LaserPro

LoanIQ

Communication

Education

Bachelor's degree or equivalent experience

Tools

LoanIQ

LaserPro

DocuSign

SalesForce

Excel

Job description

Location:4910 Tiedeman Road, Brooklyn OhioRemote work available for candidates who do not reside near one of the listed work locations.If qualified candidate resides near one of the listed work locations, there is a hybrid requirement (2+ days in office).Job SummaryThis 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 Senior 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 document reviews, risk management activities, and ongoing loan system processing, including loan boarding, maintenance, and data integrity. As a Senior Service Officer, this role additionally allows for the opportunity of leadership, training and mentoring other teammates.Our team partners closely with relationship managers, closers, and internal teams to deliver high‑quality service and expert guidance across revolver, term, borrowing base and bridge loan products, while balancing multiple priorities and varying levels of complexity. As the bank continues to expand its commercial real estate platform, this role provides meaningful exposure to complex transactions, strong collaboration across lending teams, and the opportunity to grow within a stable, relationship‑driven organization.Essential FunctionsManage pre- and post-closing services for complex loan structures including ESOPs, Healthcare, Agribusiness, Real Estate, and more.Identify and resolve risk/exceptions, escalate as needed, and communicate with management and LOB.Maintain expert-level understanding of systems and ensure data integrity.Collaborate in-person with internal and external stakeholders to drive the loan process.Book loans in LoanIQ, confirm collateral, and manage documentation exceptions.Review and prepare documentation using Laser Pro Lending (LPL) and DocuSign.Lead projects and continuous improvement initiatives which may require in-person sessions.Conduct pre-closing quality verification and manage fiduciary responsibilities.Onsite training and mentoring of team members; serve as backup to manager.Participate in client meetings and sales team/pipeline discussions which includes onsite participation.Monitor and manage post-approval reporting.Ensure compliance with documentation, insurance, and legal standards.Act as a resource for documentation and compliance matters.Coordinate funding and booking of transactions, including wire call backs and approvals.Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.EducationBachelor's Degree or equivalent experience (preferred)Work Experience5+ years of related experience, including at least 2 years in a Lead Service Officer role (or equivalent), preferably in banking or financial services (required)SkillsStrong understanding of commercial lending conceptsProficiency in commercial loan documentation and closingStrong solution-oriented and problem-solving skillsExcellent decision-making skills and judgmentStrong interpersonal, written, and verbal communicationEffective planning and organizational abilities; high attention to detailAbility to manage multiple tasks in a high-volume environmentProficiency in Microsoft Excel, Word, PowerPoint, and OneNoteFamiliarity with LoanIQ, SalesForce, LaserPro, DocuSign, BOSDeliver distinctive personalized service to external and internal clientsCore CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.Physical DemandsGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. 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 eligibility for 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: 10/28/2026 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].#LI-Remote