Client Service Analyst - Corporate Mortgage Finance
Dallas, Dallas County, Texas, 75201, USA
Listed on 2026-08-18
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Finance & Banking
Banking Operations
CSM Warehouse Client Service Analyst – CSG Corporate Mortgage Finance
As a CMF Warehouse Client Service Analyst – CSG Corporate Mortgage Finance, you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington's Corporate Mortgage Finance Group (CMFG).
The CMF Client Service Analyst requires a minimum of 2 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills.
Position is on-site in Dallas, TX. This position reports to a CMF Operations Manager.
In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities:
- Support loan activities for the warehouse lending business. Warehouse processes that this role is primarily collateral processing, including document reviews, shipping of collateral, processing investor releases and eNotes.
- Provide high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings.
- Ensure transactions and responses to client inquiries are completed accurately and within SLAs.
- Review and approve transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy.
- Responsible for ensuring all queues, reports, and assignments are acted upon in the time frames specified in the procedures; any delay should be escalated to management before an SLA is missed.
- Engages timely with clients and provides clear communication to clear exceptions and resolve problems.
- Teamwork: build and maintain strong relationships with peers, management, relationship managers and clients to ensure effective communication, collaboration and problem solving.
- Communicate with manager regarding trends, training issues and workflows.
- Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed.
- Performs other duties as assigned
Basic Qualifications:
- High School Diploma, GED or equivalent
- 2 or more years of relevant mortgage operations experience preferably in a fast-paced environment
- 2 or more years of proficient experience with Microsoft Office Suite
Preferred Experience:
- Operational experience ideally within the mortgage warehouse finance industry or other specialty finance areas
- Collateral and eNotes experience
- Ability to work in fast-paced environments
- Excellent written and verbal communication skills, both written and verbal
- Previous experience with reviewing mortgage documents
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
- Experience using Pro Merit
Other Traits and Characteristics:
- Strong organizational skills with attention to detail, planning and follow-up
- Ability to work independently on multiple tasks without compromising quality
- Excellence in customer service, highly motivated, focused and goal oriented
- Continually seeks opportunities to grow and develop skills
Exempt Status:
No
Workplace Type:
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. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
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