Description

Summary:

As a CMF Warehouse Sr. Client Service Analyst – CSG Corporate Mortgage Finance, you will be responsible for providing outstanding service and executing 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). 

The CMF Client Service Analyst requires a minimum of 5 - 7 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills.

This position reports to a CMF Operations Manager.

Duties and Responsibilities:

• Handles loan activities for the warehouse lending business.  Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC.
• Responsible for larger and/or complex relationships.   Provides high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings. 
• Utilize expertise to analyze and approve complex transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy.  Role will have some loan exception authority for certain functions designated by the Operations Manager.
• Responsible for ensuring all queues, reports, and assignments are acted upon in the timeframes specified in the procedures; any delay should be escalated to management before an SLA is missed. 
• Works closely with a team lead or manager to recommend resolutions to nonstandard scenarios or issues that require escalation.
• Engages timely with clients and provides clear communication to clear exceptions, resolve problems and provides training as needed.  
• Teamwork: 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.   Recommends updates to process workflows as necessary to adapt to product, service or technology changes.
• Provides training to new colleagues and trains the team on new processes and procedures
• Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed.
• Active participation in projects and new initiatives in CMF
• Performs other duties as assigned

Basic Qualifications:

• Bachelor's Degree from an accredited institution.  Additional experience may be an acceptable alternative to a completed bachelor’s degree
• Proficient written and verbal communication skills
• Minimum 5 years of relevant mortgage operations experience preferably in a fast-paced environment 
• Proficient experience with Microsoft Office Suite

Preferred Experience:

• Operational experience ideally 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
• Experience using ProMerit

Other Traits and Characteristics:

• 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, both written and verbal
• Ability to handle complex customer service issues
• Continually seeks opportunities to grow and develop skills

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

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 provid