Jobs · Information Technology · Texas

Client Service Analyst - Corporate Mortgage Finance

Huntington National Bank · Dallas, TX · 2 wk ago
Information TechnologyFull-time

About the role

As a CMF Warehouse Client Service Analyst within Corporate Mortgage Finance (CSG), you will provide outstanding service and execute 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). This position reports to a CMF Operations Manager.

Responsibilities

  • Support loan activities for the warehouse lending business, including loan fundings, construction loan processing, collateral processing, loan aging surveillance, mark to market, hedge monitoring, loan settlements, and post-funding quality control.
  • Provide high-touch client support by developing and maintaining strong relationships with clients via phone, email, and virtual meetings.
  • Ensure transactions and responses to client inquiries are completed accurately and within service level agreements (SLAs).
  • Review and approve transaction requests related to fundings, collateral, and/or settlements within authority assigned by manager and in accordance with HNB policy.
  • Ensure all queues, reports, and assignments are acted upon within the timeframes specified in procedures; escalate delays to management before an SLA is missed.
  • Engage timely with clients to clear exceptions and resolve problems through clear communication.
  • 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.
  • Support clients during disasters or outages, helping execute business continuity as needed.
  • Perform other duties as assigned.

Requirements

  • High School Diploma, GED, or equivalent.
  • Minimum 2 years of relevant mortgage operations experience, preferably in a fast-paced environment.
  • Minimum 2 years of proficient experience with Microsoft Office Suite.

Preferred Qualifications

  • Operational experience 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.
  • Proficient written and verbal communication skills.
  • Experience using ProMerit.

Skills

  • Strong organizational skills with attention to detail, planning, and follow-up.
  • Ability to work independently on multiple tasks without compromising quality.
  • Excellence in customer service; highly motivated, focused, and goal-oriented.
  • Excellent written and verbal communication skills.
  • Continually seeks opportunities to grow and develop skills.

Schedule

This is a full-time, non-exempt position eligible for overtime pay. Certain positions may be eligible for a flexible work arrangement, combining in-office and remote work. Specific arrangements will be provided by the hiring team.

Applicants must be currently authorized to work in the United States on a full-time basis. Huntington will not sponsor applicants for immigration benefits.

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