Client Specialist for Government Guaranteed Small Business Association (SBA) 7a
Provide administrative support for the SBA Product Specialist Sales Team and is responsible for the day to day interaction between Huntington and the client, coordinating the closing of SBA Express loans. Process SBA 7a loans in preparation for closing within expected service levels. Obtain all necessary collateral reports and information required to meet the terms and conditions of credit approval. Works with UCC secured, titled collateral, commercial real estate, construction, and public sector programs. Manage a customer pipeline as well as expediting the loan closing process within expected service levels. Facilitate the referral process between SBA 7a and other areas of the bank, establishing strong intra-bank relationships. Generate commitment letters, order all 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts, deed restrictions, and unique language, collect all items required to drive a deal toward closing. Coordinate the closing date with the customer and the markets, while managing an active pipeline of approximately 20 deals each month. Performs other duties as assigned.
Basic Qualifications : High School Diploma or equivalent required. A minimum of one year of experience with consumer or business banking loans, and customer service, sales, or client management. Preferred Qualifications : Excellent organizational, multi-tasking and time management skills. Ability to work in a fast-paced, production environment. Experience with SBA lending. Experience with Huntington Business Banking & Velocity programs. Very strong Sales / Customer Service skills. Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results. Experience with Microsoft Office software and other HNB systems. Exempt Status : No. 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. 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.
Client Specialist • Columbus, OH, US