Branch Business Client Specialist

Description Summary

This position is responsible for the day-to-day interaction between Huntington and the client, coordinating the closing of loans for Community Lending customers with 3MM Revenue, 350M Loan Amount, and 500M Aggregate Exposure, generally. Processes 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 customer interaction primarily through the Elite portal.

• 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.

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

• 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

Yes = not eligible for overtime pay. No = eligible for overtime pay.

Office

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. 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.