Finance Loan Specialist

🔥 9 minutes ago

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Logo of Huntington National Bank

Huntington National Bank

10,000+ employees

Founded 1866

🛡️ Insurance

📦 Logistics

💼 Consulting

Insurance • Logistics • Consulting

Huntington National Bank is a financial institution offering a range of banking, loan, and financial services. It provides personal, private, business, and commercial banking solutions including checking accounts, savings accounts, credit cards, auto loans, home loans, and investment services. Additionally, Huntington offers services tailored to service members, first responders, nurses, and educators. It emphasizes customer service and community involvement through various financial education resources and charitable activities. Known as an Equal Housing Lender and Member FDIC, Huntington focuses on helping individuals manage their money effectively for the present and future.

📋 Description

• 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 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

🎯 Requirements

• 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 (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

🏖️ Benefits

• health insurance coverage • wellness program • life and disability insurance • retirement savings plan • paid leave programs • paid holidays • paid time off (PTO)

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