Client Service Analyst - Corporate Mortgage Finance

Huntington National BankDallas, TX
Onsite

About The Position

CMF Warehouse Client Service Analyst – CSG Corporate Mortgage Finance, you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG). The CMF Client Service Analyst requires a minimum of 2 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. This position reports to a CMF Operations Manager.

Requirements

  • High School Diploma, GED or equivalent
  • Minimum 2 years of relevant mortgage operations experience preferably in a fast-paced environment
  • Minimum 2 years of proficient experience with Microsoft Office Suite

Nice To Haves

  • Operational experience ideally within the mortgage warehouse finance industry or other specialty finance areas
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
  • Proficient written and verbal communication skills
  • Experience using ProMerit
  • Strong organizational skills with attention to detail, planning and follow-up
  • Ability to work independently on multiple tasks without compromising quality
  • Excellence in customer service, highly motivated, focused and goal oriented
  • Excellent written and verbal communication skills, both written and verbal
  • Continually seeks opportunities to grow and develop skills

Responsibilities

  • Support loan activities for the warehouse lending business. Warehouse processes that this role may support include, but are not limited to: loan fundings, construction loan processing, collateral processing, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC.
  • Provide high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings.
  • Ensure transactions and responses to client inquiries are completed accurately and within SLAs.
  • Review and approve transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy.
  • Responsible for ensuring all queues, reports, and assignments are acted upon in the timeframes specified in the procedures; any delay should be escalated to management before an SLA is missed.
  • Engages timely with clients and provides clear communication to clear exceptions and resolve problems.
  • Teamwork: build and maintain strong relationships with peers, management, relationship managers and clients to ensure effective communication, collaboration and problem solving.
  • Communicate with manager regarding trends, training issues and workflows.
  • Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed.
  • Performs other duties as assigned
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