KeyBank
The Lead Probate Specialist manages sensitive client data and processes accounts following a customer's passing, including updating internal systems and routing accounts related to the probate estate. This role involves reviewing legal documents, determining the existence of probate estates, and processing RESPA letters for executors and successors in interest. The position requires compliance with federal, state, and local regulations while providing support to various banking lines of business.
Headquarters
Cleveland, Ohio, United States
Company Size
10001+ employees
Founded
1849
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for KeyBank.
KeyBank Names Walters Corporate Responsibility Officer
Dec 10, 2025