Practice Finance Loan Specialist

Overview

Summary: The Practice Finance Loan Specialist on-boards new Practice Finance customers and manages cross-sell opportunities and provides introduction and coordinates follow up with internal partners. Establishes long-term customer relationships to ensure quality control and provides an exceptional customer experience. Partners and supports a team of Practice Finance Business Development Officers to achieve team results. Assists with onboarding customers with sales from $0-25MM.

Has a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews onboarding process to ensure alignment with Simply the Best customer experience. Provides client service utilizing a relationship plan/model. Assists (2-3) Practice Finance Business Development Officers with initial onboarding and partner introductions. Coordinates the due diligence and document-gathering necessary to get loans documented and closed.

Assists Practice Finance Business Development Officers with forecasting and pipeline management.

Scope
:
This role supports onboarding, cross-sell coordination, and collaboration with Practice Finance Business Development Officers to drive loan closures and customer satisfaction.

• Works with customers and third parties and partners to collect conditions necessary to close loan.
• Communicates with customers at least 2x per week to help them understand where we are in the process with their loan closing.
• Oversees Account opening/TM service implementation completed by partners on the dedicated business banking relationship team.
• Manage and clear collateral exceptions resulting from loan closings.
• Process referral fee payments for Practice Finance COI BDO Partners.
• Provide maximum support and administrative support for Practice Finance COI BDO Partners.
• Performs other duties as assigned.

• Bachelor’s degree or the equivalent of an additional 2 years of sales in a financial services or credit environment
• Minimum of 3 years of sales support experience in a financial services or credit environment

• Business Banking sales and product knowledge
• Consultative selling and profiling experience
• Proven organizational skills
• Excellent customer service and interpersonal skills
• Exceptional written and verbal communication skills including professional grammar and demeanor
• General knowledge of Business Banking sales and product knowledge
• Proven track record of working well in a team environment
• Strong organizational skills with attention to detail
• Ability to multi-task
• PC and internet proficiency

Exempt Status: Yes = not eligible for overtime pay;
No = eligible for overtime pay.

Workplace Type: Office

Our approach to Office Workplace Type:
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. Remote roles may also 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 immigration benefits. 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 unsolicited resumes. Recruiting agencies must have a valid, written Master Service Agreement and Statement of Work for consideration.