Consumer Direct Loan Specialist

Huntington National Bank • Detroit, MI

2d • Onsite

About The Position

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. This role involves explaining the features and benefits of alternate financial solutions and making sales referrals to specialized areas like Insurance and Mortgage. The specialist demonstrates initiative, discipline, and the ability to consistently meet specific efficiency targets and production goals, while maintaining up-to-date knowledge of products, services, technology, and regulations. They must comply fully with quality and risk standards and may assist with short-term inbound call support or additional outbound calling projects as needed. The position requires adherence to a disciplined approach to making outbound calls that meet productivity standards, understanding sales tracking/pipeline management, and engaging in purposeful conversations to review equity options that meet customer needs. Accurate and thorough loan application input is essential, along with strict adherence to Quality/Risk/Policies & Procedures/Learning and Updates/System requirements. Other duties may be assigned as needed. This position is considered a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act, requiring registration and additional qualifications.

Requirements

• At least 1 year of previous sales experience.
• High school diploma or equivalent.
• Must be currently authorized to work in the United States on a full-time basis.
• Registration and additional qualifications required as a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act.

Nice To Haves

• Financial phone sales experience in the consumer lending and/or mortgage fields or business banking.
• Related financial products and/or fields.
• Bachelor's Degree.

Responsibilities

• Performs outbound sales calls to explore customers' financial needs.
• Builds and broadens existing customer or business relationships using multiple Huntington products.
• Explains the features and benefits of alternate financial solutions.
• 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.
• Performs other duties as assigned.

Benefits

• 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.

What This Job Offers

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