Sales Support Specialist - Inventory Finance

Huntington National Bank•Schaumburg, IL

3d•Onsite

About The Position

The Sales Support Specialist administers the onboarding process for new dealer and manufacturer credit line requests. Responsibilities are centered in contacting prospects to obtain required information and leading them through the entire onboarding cycle from application to activation, which includes understanding applicant organizational structure, filing UCCs and administering system generated loan documentation. This role serves as a subject matter expert on Inventory Finance (IF) Know Your Customer requirements and in preparing or reviewing documents for all new and existing customer “complex” ownership structure and non-standard documentation requests. They will collaborate with Sales Support, Portfolio Management and Credit staff that require guidance on documentation, KYC and Engine data integrity matters. In addition to ensuring a satisfactory applicant/customer experience, the Specialist ensures accuracy of data in HNB-Inventory Finance's system of record.

Requirements

Bachelors’ Degree in business, finance or related degree
3+ years of experience in a customer facing position or 3+ years of experience in banking or finance.
Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

Loan processing in mortgage or commercial banking
Exceptional attention to detail, organized and possess the ability to manage multiple tasks simultaneously, while staying focused with minimal supervision.
Excellent communication (verbal and written communication) and listening skills.
Problem solving skills.
Working knowledge of Salesforce.
Working knowledge of Credit basics.
Working knowledge of UCC's

Responsibilities

Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers.
Minimize negative customer impact by resolving questions and issues in a timely manner.
Meet or exceed accuracy guidelines as established by department.
Contact prospects in accordance with daily/weekly/monthly targets.
Exercise discretion and independently make decisions through critical thinking and judgment to identify when higher level review is required.
Validate and input account data within the system of record (Inventory Engine) to ensure accuracy.
Ensure prospect applications and submitted application requirements are in accordance with HNB-IF Legal, Compliance, and Credit policies, processes, and procedures.
Obtain information to qualify new prospects including products and brands carried and distributors purchased from.
Lead qualified prospects assigned to you through the customer onboarding process from application to activation which includes understanding applicant organizational structure, filing UCCs and administering system generated loan documentation.
Maintain tracking, reporting, and forecasting of active pipeline.
Actively expand and maintain product and brand knowledge.
Collaborate effectively with internal and external customers.
Other onboarding related tasks, responsibilities and special projects as needed.