Description
Summary:
The Consumer Direct Loan Specialist performs outbound sales calls to explore customers' financial needs with a focus on building and broadening existing customer or business relationships using multiple Huntington products.
Duties & Responsibilities:
Explains the features and benefits of alternate financial solutions and makes sales referrals to specialized areas.
Makes sales referrals to specialized areas, e.g., Insurance and Mortgage, using available tools and technology.
Demonstrates initiative, discipline and ability to consistently meet specific efficiency targets and production goals.
Maintains up to date knowledge of products, services, technology and regulations.
Complies fully with quality and risk standards. May take on short-term inbound call support or additional outbound calling projects as needed.
Adheres to a disciplined approach to making Outbound calls that meet productivity standards
Understands sales tracking/pipeline management
Engaged in purposeful conversation to review equity options that meet the customer needs
Inputs accurate and thorough loan applications
Adheres to Quality/Risk/Policies & Procedures/Learning and Updates/System
Performer other duties as assigned
NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.
Basic Qualifications:
At least 1 year of previous sales experience
High school diploma or equivalent
Preferred Qualifications:
Financial phone sales experience in the consumer lending and/or mortgage fields or business banking; related financial products and/or fields
Bachelor's Degree
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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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