Probate Specialist

Location:

Location:  Hybrid – Brooklyn OH – 2 days are required in-office each week after training

Hours: Monday – Friday 8:00am – 4:30pm ET or 8:00am – 5:00pm ET

Position Summary

The Lead Probate Specialist manages sensitive client data upon notification of the customer's passing, updates and routes accounts in internal systems as it relates to status of the probate estate.

Lead Specialist reviews and comprehends legal documents and pleadings filed in state or local courts.  Determines the existence of a probate estate and files claims against the estate if required.  This position initiates and processes RESPA letters, in all stages, for executors and successors in interest information and research county court websites for needed information. 

Under some 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 escalate issues as needed.

Essential Functions

• Initiate sensitive client data on the following systems. CACS, CAS, MSP/BK, ALS, CLS, Hogan, KeyView Deluxe, MS Office, ASF/KER, TSYS, View Direct, Quest, and PACER
• Update credit bureau on deceased customers
• Recall accounts from agency when notified a customer is deceased
• Update and route accounts in KeyBank's internal systems as it relates to status of the probate estate
• Initiate and process RESPA letters, in all stages, for EOE and SII information by researching county court websites for needed information
• Responsible for complying with federal, state and local regulations in regard to RESPA and FDCPA
• Enter customer data received from DCM and upload court documents regarding pending claims and settlements into KeyView Deluxe
• Meet with management on processes or issues that arise on accounts
• Answer emails and inquiries in a timely fashion and offer sound responses to other lines of business or vendors
• Participate in and help manage projects in support of KeyBank's internal initiatives
• Speak with bank employees regarding the RESPA process and instruct them on what documentation is needed
• Understand probate processes from initiations to completion for consumer accounts impacting KeyBank
• Review and understand litigation documents and pleadings filed in state court
• Perform quality control process, as needed, to determine if mentoring opportunities are needed
• Comply with corresponding Probate federal, state and local regulations
• Consistently demonstrate the use of the Key Values (Teamwork, Respect, Accountability, Integrity, and Leadership)
• Other duties as assigned
• This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties

• Administers moderate procedures, analysis, tasks and reporting while receiving limited instructions 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 moderate activities
• Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to Senior level or supervisor.
• May provide service in relation moderate complex billing inquiries, service requests, suggestions and complaints from customers
• Uses some independence of thought to resolve basic issues and refers more complex problems to supervisors or other experts. 
• Recommends and implements programs to solve routine issues, contributes to workflow or process change and redesigns, and forms a foundational/basic understanding of the specific product or process
• Accountable for regular reporting and analysis requests
• Typically covers a broad range of responsibilities rather than focusing on one specific role
• Is fully proficient in duties while working under moderate to limited supervision

Education

• High School Diploma or GED (required)
• Associate’s or Bachelor's Degree and/or Paralegal Certification (preferred)
• May substitute educational experience with 2-3 years' work experience in the following fields: litigation, probate and estate planning, bankruptcy legal support, mortgage servicing, or loss mitigation

Work Experience & Qualifications

• 1+ years of experience in a banking operations role
• Demonstrate ability to independently solve problems and offer constructive solutions to issues as they arise
• Intermediate PC skills with strong proficiency in Excel
• Availability to work overtime when necessary, including possible weekends
• Detail oriented with ability to prioritize multiple responsibilities/deadlines
• PACER/CM-ECF navigation experience preferred
• Knowledge of KeyBank internal systems: CACS, CAS, MSP/BK, ALS, CLS, Hogan, TSYS and/or ASF is a plus

• Works well with others in a fully developed team environment
• Open-minded and adaptable to new ideas in a changing environment
• Exceptional attention to detail.
• Ability to work under pressure and meet deadlines
• Proficient in Microsoft Office applications
• Proficient in 10-Key, able to perform with a high degree of speed and accuracy.
• Proven ability to handle monetary/ processing functions independently
• Proven ability to handle high transaction volumes accurately and meet production goals

Differentiating Skills

• Proven strong verbal/written communication and interpersonal skills
• Good judgement and decision-making skills, basic leadership skills
• Ability to identify issues and demonstrate basic analytical, research and problem resolution skills
• Comfortable navigating multiple computer systems and applications, utilizing resources to solve routine challenges
• Moderate knowledge of banking policies, procedures, government regulations
• Ability to perform moderate scheduled and non-scheduled maintenance functions
• Excellent customer service skills and ability to handle routine/occasional customer service inquiries independently
• May train or assist in training new staff
• Ability to work with minimal supervision in decision making

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

• General 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.

Work Location Category

• Hybrid (2+ days)

COMPENSATION AND BENEFITS

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.

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 HR_Compliance@keybank.com.