Financial Services Officer I
Logix Federal Credit Union
Commercial Client Services Specialist
KeyBank
full-time
Posted on:
Origin: • 🇺🇸 United States • New York, Ohio
Visit company websiteSalary
💰 $23 - $25 per hour
Job Level
JuniorMid-Level
About the role
- Provide commercial client support via telephone or written requests for internal and external customers.
- Timely processing of commercial monetary transactions, including Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process.
- Perform scheduled and non-scheduled loan maintenance and other remedial system actions on CLS/CL3 and LoanIQ.
- Balance general ledger entries via Automated Posting Application (APA) and work with Accounting to correct discrepancies.
- Post DDA entries via APA to Hogan system, send out cashier checks, and process outgoing wires as needed.
- Process departmental requests via Quest, databases and KeyView including Fee Waiver requests, reapplication of payments, research of missing or misapplied payments, and producing payment history statements.
- Set up borrowing base ticklers, Advance Paydown ticklers and other indicative system changes; review and act on reports to ensure system integrity.
- Review documentation, ensure procedures are followed for complex activities, and check work of less experienced employees.
- Identify and resolve moderate issues following established guidelines; escalate complex problems to Senior Specialist or supervisor.
- Recommend and implement programs to solve complex issues and contribute to workflow or process redesign.
- Other duties as assigned, including special tasks and follow up for accurate and timely completion of transactions.
Requirements
- 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.
- 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.
- 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.
- Training: 100% on-site for the first 6 weeks (ability to attend required).
