Capital Advisor
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.
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