SBA Client Specialist Sr jobs in United States
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Huntington National Bank · 1 month ago

SBA Client Specialist Sr

Huntington National Bank is seeking an SBA Client Specialist Sr who will work closely with various stakeholders to facilitate the loan closing process. The role involves coordinating interactions, preparing loan documents, ensuring compliance, and mentoring borrowers through SBA lending nuances.

Asset ManagementFinanceFinancial Services
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days
Assists other colleagues with difficult situations or customers
Prepares SBA Loan commitment letters and application documents
Responsible for initial SBA Compliance and preparing the loan commitment package
Reviews other Client Specialists’ commitment letters for accuracy
Orders third party reports and provides to correct parties for review
Subject matter expert in the SBA lending process
Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending
Coordinates with all parties to establish closing date
Schedules closing and arranges the distribution of docs
Other duties as assigned

Qualification

SBA lending experienceSales/Customer Service skillsHuntington Business BankingMicrosoft Office softwareOrganizational skillsTime management skillsVerbal communication skillsWritten communication skills

Required

High School Diploma
A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management

Preferred

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

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase