SMS Operations Associate – CSG Specialized Mortgage Solutions
Listed on 2026-02-28
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Finance & Banking
Financial Analyst, Accounting & Finance, Risk Manager/Analyst
Description
As an SMS Operations Associate – CSG Specialized Mortgage Solutions
, you will be responsible for providing outstanding service and executing the day‑to‑day operational functions for SMS Portfolio while ensuring compliance with the Policies and Procedures of Huntington’s Specialized Mortgage Solutions Group (SMS).
The SMS Operations Senior Associate requires 3 – 5 years of treasury and/or mortgage operational experience preferably within the mortgage industry; proven communication and collaboration skills and excellent organizational skills. This position reports to Senior Director Sales Support Manager.
In this role, as an Operations Senior Associate, you will be performing the following responsibilities:
- Operational Execution:
- Monitor the SMS inboxes and take appropriate action on requests
- Log, review and submit CMA Disposition requests to RSS Team
- Assist team with creating Etop transactions for internal funds movement requests
- Assist individual relationship teams with completing Docu Sign for new customers
- Provide backup for Directors when on PTO
- Help update new DACA/CMA accounts with proper hold codes in Passport/Hogan
- Identify opportunities for process improvements within the scope of responsibilities or functional areas
- Present recommendations resolving more complex situations and exercise independent judgment while developing understanding of function, policies, procedures, and compliance requirements
- Contribute to team revenue goals
- Manage all internal bank systems including Hogan, ESS, Tremolo, Sharepoint, HAWC, CBS, BOL, Docusign, MAX and Workday for efficient ongoing maintenance of customers
- Identify and analyze issues and problems, resolving discrepancies in a timely manner and escalating when appropriate
- Perform other duties as assigned
- Mentor and assist in training less experienced colleagues; participate in projects as assigned
- Assist Relationship Teams to build and maintain strong relationships with clients, management, internal and external stakeholders to ensure effective communication, collaboration and problem solving
Basic Qualifications:
- Minimum 3 years of relevant operations experience in a fast‑paced environment
- Bachelor's degree or 3+ years in specialty finance operations experience as an acceptable alternative to a completed bachelor’s degree
Preferred Experience:
- Operational execution experience ideally within the treasury and/or mortgage industry or other specialty finance areas
- Bachelor's Degree from an accredited institution
- Proficient written and verbal communication skills
Exempt Status:
Yes (not eligible for overtime pay)
Workplace Type: Office
Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
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. Applicants must be currently authorized to work in the United States on a full‑time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice:
Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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