REMOTE - Director - Specialized Mortgage Solutions
Description
Summary:
The Sales & Relationship Manager is responsible for managing new business and existing relationships to Huntington and the continued development and deepening of the relationships with existing customers. The position requires deep understanding of all aspects of the mortgage ecosystem which include Commercial and Residential Loan Originators/Servicers/Owners and Operators. Extensive product and treasury related expertise to service the industry vertical in all aspects of deposit gathering and day to day maintenance of account structures. The banker will cross-sell and implement products and services.
Duties & Responsibilities
Develops and maintains profitable Banking relationships within the mortgage ecosystem.
Effectively expands/ deepens existing business relationships for this multi-billion-dollar third party servicing industry.
Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from across the bank and negotiations pricing and fees.
Works well within a team environment and collaborates closely with internal partners to deliver customer solutions.
Boards all new relationships, working effectively with internal teams which include compliance, operations and treasury.
Understanding of Tri-party agreements which include: DACA/CMA/Waterfall maintenance.
Monitors daily overdrafts, no activity, daily balances, rate pricing accuracy, ongoing fee pricing, account analysis accuracy, wire activity and potential errors that may arise.
Attends monthly client calls with customer and daily/weekly/monthly internal calls as needed.
Ability to manage all internal bank systems: Hogan, ESS, Tremolo SharePoint, HAWC, CBS, BOL, DocuSign, MAX, Workday for efficient ongoing maintenance of customers.
Performs other duties as assigned.
Basic Qualifications
Minimum of 5+ years of experience in an administrative role within Commercial Banking and Mortgage processes.
3+ years experience and proficiency in Microsoft Word, Excel and Power Point.
2-3 years proficiency with Maximum Mortgage Calculator (MAX).
2-3 years experience using TM Mortgage protection plans, forms and completion, Account Analysis Reviews, Know Your Customer (KYC) processes, and Overdraft procedures (OD)
Preferred Qualifications
Bachelor's Degree
Problem Solving skills
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. Were 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 is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Apply Now
Summary:
The Sales & Relationship Manager is responsible for managing new business and existing relationships to Huntington and the continued development and deepening of the relationships with existing customers. The position requires deep understanding of all aspects of the mortgage ecosystem which include Commercial and Residential Loan Originators/Servicers/Owners and Operators. Extensive product and treasury related expertise to service the industry vertical in all aspects of deposit gathering and day to day maintenance of account structures. The banker will cross-sell and implement products and services.
Duties & Responsibilities
Develops and maintains profitable Banking relationships within the mortgage ecosystem.
Effectively expands/ deepens existing business relationships for this multi-billion-dollar third party servicing industry.
Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from across the bank and negotiations pricing and fees.
Works well within a team environment and collaborates closely with internal partners to deliver customer solutions.
Boards all new relationships, working effectively with internal teams which include compliance, operations and treasury.
Understanding of Tri-party agreements which include: DACA/CMA/Waterfall maintenance.
Monitors daily overdrafts, no activity, daily balances, rate pricing accuracy, ongoing fee pricing, account analysis accuracy, wire activity and potential errors that may arise.
Attends monthly client calls with customer and daily/weekly/monthly internal calls as needed.
Ability to manage all internal bank systems: Hogan, ESS, Tremolo SharePoint, HAWC, CBS, BOL, DocuSign, MAX, Workday for efficient ongoing maintenance of customers.
Performs other duties as assigned.
Basic Qualifications
Minimum of 5+ years of experience in an administrative role within Commercial Banking and Mortgage processes.
3+ years experience and proficiency in Microsoft Word, Excel and Power Point.
2-3 years proficiency with Maximum Mortgage Calculator (MAX).
2-3 years experience using TM Mortgage protection plans, forms and completion, Account Analysis Reviews, Know Your Customer (KYC) processes, and Overdraft procedures (OD)
Preferred Qualifications
Bachelor's Degree
Problem Solving skills
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. Were 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 is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
Apply Now