Lead Specialist - LO

Company: KeyBank
Location: Canton
Posted on: September 25, 2022

Job Description:

Location:202 Second Street NE - Canton, Ohio 44702This position is Mobile by Design - working at least one day per week in the Canton, OH office. Four to six weeks of onsite training is required as well.Typical schedule for this position is Monday - Friday 9AM to 6PM and 10AM to 7PM.In a Financial Services Contact Center environment, the CLC Sales Support Associate processes new loan applications received from the Internet channel. The CLC Sales Support Associate will work as the liaison between the client and Underwriting Department gathering information necessary for credit decisions, as well as resolving internal and external client inquiries and concerns. The Associate will build and strengthen relationships with new and existing clients by recognizing cross-selling opportunities in a fast-paced environment. This is a mobile designated position and requires a minimum one day in office work per week.ESSENTIAL JOB FUNCTIONS

• Respond to inbound calls and make outbound calls to relay required application stipulations as well as credit decisions. (i.e., approved, declined, counteroffer, etc.)
• Work with clients to resolve any issues and/or questions that arise during the application process. Ability to problem solve and offer alternatives to clients. Problem solving skills to include offering guidance to clients on where/who to contact to ensure proper and timely resolution.
• Work in a virtual environment building and strengthening relationships with new and existing clients by recognizing cross-selling opportunities in a fast-paced environment.
• Actively promote and refer KeyBank's products and services and effectively refer clients to the appropriate sales source for sale closure.
• Partner with the branches to schedule closing appointments. Ensure client and branch representative are well informed of all approval conditions to guarantee quick turnaround and satisfied clients.
• Order loan closing documents.
• Meet and exceed individual performance goals and contribute to the overall success of the team.
• Be registered and certified under the Nationwide Mortgage Licensing System and Registry.MARGINAL OR PERIPHERAL FUNCTIONS
  • Faxing and e-mailing
  • Preparing and mailing customer correspondence.
    • Support other lines of business as back up based upon staffing needs.REQUIRED QUALIFICATIONS
      • High School Diploma or equivalent
      • Two years customer service experience
      • Excellent written and oral communication skills
      • Strong organizational and time management skills.
      • Knowledge of Microsoft Office utilities, including Word & Excel.PREFERRED QUALIFICATIONS
        • Associate or Bachelor's Degree
        • One-year cross sell and/or direct sales experience
          • Financial Services background experience
          • Knowledge of Financial Products
          • Call Center experienceCOMPETENCIES/SKILLS
            • Adaptability
            • Quality Orientation
            • Contributing to Team Success
            • Communication
            • Building Customer Loyalty
            • Sales Ability/Persuasiveness
            • Initiating Action
            • Conflict Resolution-ClientEQUIPMENT USED/PHYSICAL REQUIREMENTS
              • PC (keyboard & mouse)
              • Printer
              • Phone w/headset
              • Fax, copier.TRAINING REQUIRED
                • Classroom and continuing On-the- Job
                • PC software training as needed
                • Systems: Hogan, CBD, TCS, Lotus Notes, ACAPS, CE DesktopEmployees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.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 .

Keywords: KeyBank, Canton , Lead Specialist - LO, Other , Canton, Ohio