Branch Business Client Specialist

Huntington National Bank • Columbus, OH

50d • Hybrid

About The Position

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. 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. Assist in providing exemplary service to lending customers of Huntington. Performs other duties as assigned.

Requirements

• High School Diploma, GED, or equivalent education
• Minimum of 2 years' experience financial services or credit sales, sales support, or operations and internet proficiency

Nice To Haves

• 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

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.
• Assist in providing exemplary service to lending customers of Huntington.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED