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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business analysis and process improvement, with a strong focus on applying generative AI and automation tools to enhance operational efficiency. Proficient in stakeholder management and translating complex workflows into actionable requirements.
Highest-signal resume keywords
Generative AI ApplicationProcess ImprovementBusiness AnalysisMicrosoft Copilot StudioPower Automate
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisProcess ImprovementAutomation ToolsData StructuresSQLPythonAI-Based ReasoningRules-Based ProcessingDocument ClassificationData Extraction
Soft Skills
Analytical SkillsProblem-SolvingWritten CommunicationStakeholder ManagementAdaptability
Tools & Technologies
Microsoft Copilot StudioPower AutomateGoogle GeminiLow-Code PrototypesEnterprise Platforms
Industry Keywords
Commercial Real Estate LendingCommercial BankingUnderwritingPortfolio ManagementCommercial Mortgage Servicing
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Work with Real Estate Capital and KeyBank Commercial Servicing teams to understand workflows, pain points, and business requirements
- Map current processes, including activities, decisions, handoffs, systems, and supporting documents
- Identify opportunities to eliminate unnecessary work, reduce manual effort, improve quality, and accelerate turnaround times
- Evaluate AI, conventional automation, system enhancements, and process changes for practical fit
- Identify reusable capabilities across Real Estate Capital and KeyBank Commercial Servicing
- Develop and refine AI instructions, reusable skills, and low-code prototypes using approved enterprise tools
- Define focused use cases, inputs, outputs, business rules, exception handling, and acceptance criteria
- Break larger opportunities into testable, deliverable increments
- Partner with technical teams and business partners to define data, document, integration, and workflow requirements
- Create implementation, reuse, and maintenance documentation
- Develop representative test scenarios and assess AI outputs for accuracy, consistency, evidence, and uncertainty handling
- Define requirements for deterministic rules, validation controls, and human review
- Partner with UAT resources and business SMEs to investigate issues and confirm solutions
- Support demonstrations, user guidance, feedback, and adoption with change management and business partners
- Maintain a shared view of opportunities, value, effort, dependencies, and risks
- Execute priorities and adapt assignments as business needs and delivery readiness change
- Establish baseline measures and track improvements in effort, turnaround time, quality, rework, and user adoption
- Follow enterprise requirements for information security, privacy, data handling, and responsible AI use
- Communicate findings, recommendations, delivery progress, and priority tradeoffs to stakeholders
Requirements
What you’ll need- Bachelor’s degree or equivalent combination of education and relevant experience
- Practical experience applying generative AI or automation tools to business problems, including developing instructions and evaluating results
- Proficiency with Microsoft Copilot Studio, Power Automate, Google Gemini, or comparable enterprise platforms
- Demonstrated experience in business analysis, process improvement, operations transformation, or technology delivery
- Understanding of AI-based reasoning versus rules-based processing and when each is appropriate
- Strong analytical, problem-solving, written communication, and stakeholder management skills
- Ability to independently lead discovery sessions and translate complex workflows into clear requirements and actionable improvements
- Ability to work across business teams, manage shifting priorities, incorporate feedback, and deliver useful results in short iterations
- Preferred: experience in commercial real estate lending, commercial banking, underwriting, portfolio management, or commercial mortgage servicing
- Preferred: familiarity with document classification, data extraction, knowledge retrieval, and human review workflows
- Preferred: computer science degree or equivalent
- Preferred: working knowledge of data structures, APIs, SQL, or Python
- Preferred: experience delivering solutions in a regulated environment
- Occasional travel, including overnight stays
- Ability to meet the stated general office physical demands
Benefits
Comp & perks- Incentive compensation eligibility, which may include production, commission, and/or discretionary incentives
- Hybrid work arrangement (3+ days)
- Flexible workspace options where roles can be performed effectively in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans
