Corporate Mortgage Finance- Senior Client Service Analyst job at Huntington National Bank in Dallas, TX, Charlotte, NC
Title: Corporate Mortgage Finance- Sr. Client Service Analyst
Location: Charlotte United States
Dallas, TX
Reference Number:
R0068990
Hybrid
Job Description:
Description
As a CMF Warehouse Sr. 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 5 - 7 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills.
This position reports to a CMF Operations Manager.
Please note: Dallas, TX or Charlotte, NC locations are highly preferred.
In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities:
Handles loan activities for the warehouse lending business. Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC.
Responsible for larger and/or complex relationships. Provides high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings.
Utilize expertise to analyze and approve complex transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy. Role will have some loan exception authority for certain functions designated by the Operations Manager.
Responsible for ensuring all queues, reports, and assignments are acted upon in the timeframes specified in the procedures; any delay should be escalated to management before an SLA is missed.
Works closely with a team lead or manager to recommend resolutions to nonstandard scenarios or issues that require escalation.
Engages timely with clients and provides clear communication to clear exceptions, resolve problems and provides training as needed.
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. Recommends updates to process workflows as necessary to adapt to product, service or technology changes.
Provides training to new colleagues and trains the team on new processes and procedures
Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed.
Active participation in projects and new initiatives in CMF
Performs other duties as assigned
Basic Qualifications:
Bachelor's Degree from an accredited institution or a minimum 5 years of relevant mortgage operations experience preferably in a fast-paced environment
5 years proficiency experience with Microsoft Office Suite
Preferred Experience:
Experience using ProMerit highly preferred
Proficient written and verbal communication skills
Operational experience ideally within the mortgage warehouse finance industry or other specialty finance areas
Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
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.
Apply Now
Apply Now
Location: Charlotte United States
Dallas, TX
Reference Number:
R0068990
Hybrid
Job Description:
Description
As a CMF Warehouse Sr. 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 5 - 7 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills.
This position reports to a CMF Operations Manager.
Please note: Dallas, TX or Charlotte, NC locations are highly preferred.
In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities:
Handles loan activities for the warehouse lending business. Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC.
Responsible for larger and/or complex relationships. Provides high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings.
Utilize expertise to analyze and approve complex transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy. Role will have some loan exception authority for certain functions designated by the Operations Manager.
Responsible for ensuring all queues, reports, and assignments are acted upon in the timeframes specified in the procedures; any delay should be escalated to management before an SLA is missed.
Works closely with a team lead or manager to recommend resolutions to nonstandard scenarios or issues that require escalation.
Engages timely with clients and provides clear communication to clear exceptions, resolve problems and provides training as needed.
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. Recommends updates to process workflows as necessary to adapt to product, service or technology changes.
Provides training to new colleagues and trains the team on new processes and procedures
Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed.
Active participation in projects and new initiatives in CMF
Performs other duties as assigned
Basic Qualifications:
Bachelor's Degree from an accredited institution or a minimum 5 years of relevant mortgage operations experience preferably in a fast-paced environment
5 years proficiency experience with Microsoft Office Suite
Preferred Experience:
Experience using ProMerit highly preferred
Proficient written and verbal communication skills
Operational experience ideally within the mortgage warehouse finance industry or other specialty finance areas
Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
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.
Apply Now
Apply Now