Business Client Specialist Senior

Description

Summary:

This position is responsible for the day-to-day interaction between Huntington and the client, coordinating the closing of loans for Community Lending customers with 3MM Revenue, 350M Loan Amount, and 500M Aggregate Exposure, generally. Processes 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 customer interaction primarily through the Elite portal.

Duties and Responsibilities:

Partners with and supports Branch colleague on post-approval process by managing SBA Eligibility Review, Loan Closing, 3rd Party report ordering, due diligence collection, closing coordination, and managing customer expectations.

Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval.

Relays necessary due diligence items to customer via Elite Digital Lobby, orders required 3rd party reports (RIMS, title, etc.), and utilizes internal systems for pipeline management.

Manages an active pipeline of approximately 30 deals each month.

Partners with Sales Team, Credit Partners, Loan Servicing and 3rd party vendors to provide ensure efficient and timely closings.

Process Business Banking small business loans in preparation for closing within expected service levels and assist in providing exemplary service to lending customers of Huntington.

Responsible for peer to peer coaching and development of Client Specialist colleagues.

Will support larger, more complex transactions including, but not limited to those secured by real estate, start-ups, acquisitions, non-profits.

Performs other duties as assigned.

Basic Qualifications:

High School Diploma, GED, or equivalent education

Minimum 5+ years' experience financial services or credit sales, sales support, or operations.

PC and internet proficiency

Preferred Qualifications:

Small business lending experience

Business lending product knowledge

Excellent customer service and interpersonal skills

Must have excellent written and verbal (face-to-face, phone, and chat) communication skills including professional grammar and demeanor

Proven track record of working well in a team environment

Strong organizational skills with attention to detail

Sales Pipeline Management experience

Ability to multi-task

Experience with Salesforce MAX, ESS, AFS Vision, Velocity, RIMS, and HAWC

Coaching and development experience

Real Estate due diligence experience

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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