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.