SBA Client Specialist

Huntington National Bank • Columbus, OH

4d • Hybrid

About The Position

Client Specialist for Government Guaranteed – Small Business Association (SBA) 7a line of business, provides administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA 7a loans. Processes SBA 7a 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 calling and constant customer interaction.

Requirements

• High School Diploma or equivalent required
• A minimum of one year of experience with consumer or business banking loans, and customer service, sales, or client management

Nice To Haves

• Excellent organizational, multi-tasking and time management skills
• Ability to work in a fast-paced, production environment.
• Experience with SBA lending
• Experience with Huntington Business Banking & Velocity programs
• Very strong Sales/Customer Service skills
• Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
• Experience with Microsoft Office software and other HNB systems.

Responsibilities

• Provide administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA Express loans.
• Process SBA 7a loans in preparation for closing within expected service levels.
• Obtain all necessary collateral reports and information required to meet the terms and conditions of credit approval.
• Works with UCC secured, titled collateral, commercial real estate, construction, and public sector programs.
• Manage a customer pipeline as well as expediting the loan closing process within expected service levels.
• Facilitate the referral process between SBA 7a and other areas of the bank, establishing strong intra-bank relationships.
• Generate commitment letters, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect all items required to drive a deal toward closing.
• Coordinate the closing date with the customer and the markets, while managing an active pipeline of approximately 20 deals each month.
• Performs other duties as assigned.

What This Job Offers

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