Practice Finance Loan Specialist

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.

Duties & Responsibilities

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

Basic Qualifications

• Bachelor's degree or 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

Preferred Qualifications

• Business Banking sales and product knowledge
• Consultative selling and profiling experience
• Proven organizational skills
• Excellent customer service and interpersonal skills
• Exceptional written and verbal (face-to-face and phone) 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)

• Yes
• Workplace Type: Office
• Our Approach to Office Workplace Type

Additional information

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.