Branch Business Client Specialist jobs in United States
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Huntington National Bank · 1 day ago

Branch Business Client Specialist

Huntington National Bank is a financial institution seeking a Branch Business Client Specialist. This role is responsible for managing the day-to-day interactions with clients and coordinating the closing of loans for Community Lending customers.

Asset ManagementFinanceFinancial Services
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Partners with and supports Branch colleague on post-approval process by managing SBA Eligibility Review, Loan Closing, 3rd Party report ordering, due diligence collection, closing coordination, and managing customer expectations
Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval
Relays necessary due diligence items to customer via Elite Digital Lobby, orders required 3rd party reports (RIMS, title, etc.), and utilizes internal systems for pipeline management
Manages an active pipeline of approximately 30 deals each month
Partners with Sales Team, Credit Partners, Loan Servicing and 3rd party vendors to provide ensure efficient and timely closings
Process Business Banking small business loans in preparation for closing within expected service levels
Assist in providing exemplary service to lending customers of Huntington
Performs other duties as assigned

Qualification

Small business lending experienceSales Pipeline ManagementBusiness lending product knowledgeSalesforce MAXCustomer serviceMulti-tasking abilityInterpersonal skillsOrganizational skillsWritten communication skillsVerbal communication skills

Required

High School Diploma, GED, or equivalent education
Minimum of 2 years' experience financial services or credit sales, sales support, or operations and internet proficiency

Preferred

Small business lending experience
Business lending product knowledge
Excellent customer service and interpersonal skills
Must have excellent written and verbal (face-to-face, phone, and chat) communication skills including professional grammar and demeanor
Proven track record of working well in a team environment
Strong organizational skills with attention to detail
Sales Pipeline Management experience
Ability to multi-task
Experience with Salesforce MAX, ESS, AFS Vision, Velocity, RIMS, and HAWC

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services.

Funding

Current Stage
Public Company
Total Funding
$1.75B
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