SBA Client Specialist

Description

Summary:

Client Specialist for Government Guaranteed – Small Business Association (SBA) 7a line of business, provides administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA 7a loans. Processes SBA 7a loans in preparation for closing within expected service levels. Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. This role requires calling and constant customer interaction.

Duties & Responsibilities:

Provide administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA Express loans.

Process SBA 7a loans in preparation for closing within expected service levels.

Obtain all necessary collateral reports and information required to meet the terms and conditions of credit approval. Works with UCC secured, titled collateral, commercial real estate, construction, and public sector programs.

Manage a customer pipeline as well as expediting the loan closing process within expected service levels.

Facilitate the referral process between SBA 7a and other areas of the bank, establishing strong intra-bank relationships.

Generate commitment letters, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect all items required to drive a deal toward closing.

Coordinate the closing date with the customer and the markets, while managing an active pipeline of approximately 20 deals each month.

Performs other duties as assigned.

Basic Qualifications:

High School Diploma or equivalent required

A minimum of one year of experience with consumer or business banking loans, and customer service, sales, or client management

Preferred Qualifications:

Excellent organizational, multi-tasking and time management skills

Ability to work in a fast-paced, production environment.

Experience with SBA lending

Experience with Huntington Business Banking & Velocity programs

Very strong Sales/Customer Service skills

Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.

Experience with Microsoft Office software and other HNB systems.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)No

Workplace Type:Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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