Client Service Analyst - Corporate Mortgage Finance

Huntington National Bank•Dallas, TX

17h•Onsite

About The Position

As a 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. In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities: Support loan activities for the warehouse lending business. Warehouse processes that this role is primarily collateral processing, including document reviews, shipping of collateral, processing investor releases and eNotes. 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.

Requirements

High School Diploma, GED or equivalent
2 or more years of relevant mortgage operations experience preferably in a fast-paced environment
2 or more years of proficient experience with Microsoft Office Suite
Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

Operational experience ideally within the mortgage warehouse finance industry or other specialty finance areas
Collateral and eNotes experience
Ability to work in fast-paced environments
Excellent written and verbal communication skills, both written and verbal
Previous experience with reviewing mortgage documents
Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
Experience using ProMerit

Responsibilities

Support loan activities for the warehouse lending business.
Collateral processing, including document reviews, shipping of collateral, processing investor releases and eNotes.
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.
Ensure 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.
Engage timely with clients and provide clear communication to clear exceptions and resolve problems.
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.
Support clients in the event of a disaster or outage, helping execute business continuity as needed.
Performs other duties as assigned.