Consumer Direct Loan Specialist

Duties & Responsibilities

• Drives consumer lending origination and expands existing customer relationships through proactive phone-based sales activities.
• Initiates outbound calls using multiple lead sources to introduce and originate Huntington products and services.
• Clearly communicates the features and benefits of financial solutions and provides qualified referrals to specialized partners, such as Insurance and Mortgage, utilizing available tools and technology.
• Uses effective questioning techniques to identify customer needs, explain product value, and recommend appropriate Huntington financial solutions.
• Consistently achieves an average of 80+ daily contact attempts through the leads management system.
• Demonstrates high energy, initiative, and a strong drive to achieve departmental production goals.
• Maintains thorough and current knowledge of Huntington’s products, services, systems, technology, and regulatory requirements.
• Adheres to all quality, compliance, and risk standards, and may support short-term inbound call coverage or additional outbound calling initiatives as needed.
• Follows a disciplined and structured approach to outbound calling to meet productivity expectations.
• Effectively manages sales pipelines and tracks progress using established tools and processes.
• Completes accurate, thorough, and compliant loan applications.
• Complies with all Quality, Risk, Policy & Procedures, Learning Updates, and System requirements.
• Performs additional duties and responsibilities as assigned.

Basic Qualifications

• At least 1 year of previous financial sales experience
• High school diploma or equivalent
• Possession of a Bachelor's Degree preferred

Preferred Qualifications

• 3 or more years of financial phone sales experience in the consumer lending and/or mortgage fields or business banking
• Related financial products and/or fields