Jobs · OTHR · Ohio

Capital Advisor

Huntington National Bank · Columbus, OH · 1 mo ago
OTHRFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the description. The posting includes: - Description Summary: The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors. - Duties And Responsibilities: list of duties. - Basic Qualifications: Bachelor’s Degree, At least 10 years of commercial credit experience - Preferred Qualifications: list of many items. - Exempt Status: Yes (not eligible for overtime pay) - Workplace Type Office: description about flexible work arrangement. - Then EEO etc to remove. We need to map to sections. We have "About the role": could be the Description Summary. "Responsibilities": the Duties And Responsibilities. "Requirements": maybe Basic Qualifications. "Qualifications": maybe Preferred Qualifications? But we have both Basic and Preferred. Could combine into Requirements and Qualifications? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills maybe. We need to decide what content goes where. We have Basic Qualifications (Bachelor’s Degree, 10 years commercial credit experience). That's Requirements. Preferred Qualifications list many items: ability to work well within team, knowledge/experience with wealth management clients, understanding of banking, investment management, trust, estate planning, experience within wealth management team, understanding of client profiling and discovery, strong analytical skills including complex underwriting and documentation, ability to structure transactions that mitigate credit risk, understanding of necessary documentation and partner with legal counsel, experience identifying opportunities outside credit transactions to provide introductions to key partners and deepen relationship. These could go under Qualifications or Skills. The instruction includes Skills as a possible heading. We could put the preferred qualifications under Qualifications, and maybe Skills under a separate heading if we want to separate skill-based items. But we can also combine. We have no explicit Pay, Benefits, Schedule info. The posting mentions Workplace Type Office and flexible work arrangement. That's not Pay/Benefits/Schedule. There's no explicit pay or benefits. So we should NOT create Pay, Schedule, Benefits sections because they are not stated. We have Exempt Status: Yes (not eligible for overtime pay). That's maybe a detail but not a heading. Could be folded into a short

under About the role or maybe a separate metadata paragraph. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. So we can include a short paragraph for Exempt Status and Workplace Type. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep all duties, qualifications, etc. We need to remove boilerplate: EEO, Tobacco-Free Hiring Practice, Note to Agency Recruiters, etc. We need to output only HTML fragment, no /, no markdown fences. Thus produce something like:

About the role

The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors. Exempt status: Not eligible for overtime pay. Workplace type: Office with flexible work arrangement (hybrid in‑office and remote).

Responsibilities

  • Serve as the primary contact for both existing and new clients for all complex lending opportunities.
  • Partner directly with current advisors to tailor creative solutions to meet our clients' capital needs.
  • Develop financing solutions/ loan programs that align with core business growth objectives and our low to moderate risk appetite.
  • Partner with derivatives team to provide interest rate solutions necessary for large complex transactions.
  • Deepen relationships by collaborating with client teams and identifying opportunities to provide complex credit solutions.
  • Maintain responsibility for the existing commercial book of business by: (1) monitoring all credit portfolio needs and clean desk metrics, (2) improving credit portfolio pricing and risk profile, and (3) maintaining all compliance and credit administration processes and procedures.
  • Performs other duties as assigned.

Requirements

  • Bachelor’s Degree
  • At least 10 years of commercial credit experience

Qualifications

  • Ability to work well within a team‑based environment and be aligned on common goals.
  • Knowledge and experience working with wealth management clients and a sound understanding of banking, investment management, trust, and estate planning.
  • Experience and proven success working within a wealth management team.
  • Sound understanding of client profiling and discovery, while being able to drive a consistent client experience.
  • Strong analytical skills including complex underwriting and documentation needs.
  • Ability to structure transactions that mitigate credit risk and maintain prudent loan structures.
  • Understanding of necessary documentation and ability to partner with legal counsel when necessary.
  • Experience identifying opportunities outside of credit transactions to provide introductions to key partners and deepen overall client relationship.
We could also add a Skills section but we already have many skill-like items in Qualifications. The instruction says prefer a few substantive sections over many thin ones. So we can keep Qualifications covering both knowledge and skills. We need to ensure we didn't repeat the job title as a heading. We didn't. We need to ensure we didn't include any boilerplate. We removed EEO etc. Check for any duplicated lines: The duties list includes "Partner with derivates team to provide interest rate solutions necessary for large complex transactions." appears twice in the original; we should include only once. We have it once. Check for any minor metadata: Exempt Status and Workplace Type we included in About the role paragraph. We need to preserve all substantive information: Did we miss anything? Let's review original: Description Summary: The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors. Duties And Responsibilities: - Serve as the primary contact for both existing and new clients for all complex lending opportunities. - Partner directly with current advisors to tailor creative solutions to meet our clients' capital needs. - Develop financing solutions/ loan programs that align with core business growth objectives and our low to moderate risk appetite. - Partner with derivates team to provide interest rate solutions necessary for large complex transactions. - Deepen relationships by collaborating with client teams and identifying opportunities to provide complex credit solutions. - Maintain responsibility for the existing commercial book of business by: (1) monitoring all credit portfolio needs and clean desk metrics, (2) improving credit portfolio pricing and risk profile, and (3) maintaining all compliance and credit administration processes and procedures. - Partner with derivates team to provide interest rate solutions necessary for large complex transactions. (duplicate) - Performs other duties as assigned. Basic Qualifications: - Bachelor’s Degree - At least 10 years of commercial credit experience Preferred Qualifications: - Ability to work well within a team-based environment and be aligned on common goals. - Must have knowledge and experience working with wealth management clients and a sound understanding of banking, investment management, trust, and estate planning. - Experience and proven success working within a wealth management team. - Sound understanding of client profiling and discovery, while being able to drive a consistent client experience. - Strong analytical skills including complex underwriting and documentation needs. - Ability to structure transactions that mitigate credit risk and maintain prudent loan structures. - Understanding of necessary documentation and ability to partner with legal counsel when necessary. - Experience identifying opportunities outside of credit transactions to provide introductions to key partners and deepen overall client relationship. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes 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. Then EEO etc. We captured the workplace description in About the role paragraph: "Workplace type: Office with flexible work arrangement (hybrid in‑office and remote)." That captures the essence. We didn't include the "Our Approach to Office Workplace Type" paragraph verbatim but we summarized. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. Summarizing may be considered summarizing away detail? We need to be careful: we should not summarize away detail; we should keep the detail. However, we can keep the detail as is, but we need to avoid boilerplate. The "Our Approach to Office Workplace Type" is substantive? It describes flexible work arrangement. It's not boilerplate; it's specific to the role. We should preserve it. But we can include it as a paragraph under About the role or maybe a separate section like "Workplace". However we only have headings list; we could include a short paragraph under About the role that includes that description verbatim (or close). The instruction says do not invent or summarize away detail. So we should try to keep the detail, not overly summarize. We can include the sentences as is. Thus About the role paragraph could be:

The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors. Exempt status: Not eligible for overtime pay. Workplace type: Office. 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.

That preserves the detail. Now check for any other substantive info: The "Note to Agency Recruiters" etc is boilerplate to remove. Thus final HTML fragment:

About the role

The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors. Exempt status: Not eligible for overtime pay. Workplace type: Office. 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.

Responsibilities

  • Serve as the primary contact for both existing and new clients for all complex lending opportunities.
  • Partner directly with current advisors to tailor creative solutions to meet our clients' capital needs.
  • Develop financing solutions/ loan programs that align with core business growth objectives and our low to moderate risk appetite.
  • Partner with derivatives team to provide interest rate solutions necessary for large complex transactions.
  • Deepen relationships by collaborating with client teams and identifying opportunities to provide complex credit solutions.
  • Maintain responsibility for the existing commercial book of business by: (1) monitoring all credit portfolio needs and clean desk metrics, (2) improving credit portfolio pricing and risk profile, and (3) maintaining all compliance and credit administration processes and procedures.
  • Performs other duties as assigned.

Requirements

  • Bachelor’s

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