SBA Client Specialist Sr

Huntington National Bank • Columbus, OH • 7h ago

Description

Summary:

The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process.

Duties & Responsibilities:

Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days.

Assists other colleagues with difficult situations or customers.

Prepares SBA Loan commitment letters and application documents.

Responsible for initial SBA Compliance and preparing the loan commitment package.

Reviews other Client Specialists' commitment letters for accuracy.

Orders third party reports and provides to correct parties for review.

Subject matter expert in the SBA lending process.

Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending.

Coordinates with all parties to establish closing date.

Schedules closing and arranges the distribution of docs.

Other duties as assigned.

Basic Qualifications

High School Diploma

A minimum of three years 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: (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. 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.

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