CMF Sr. Client Service Analyst

Huntington National Bank • Dallas, TX

1d • Hybrid

About The Position

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. In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following 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

Requirements

• Bachelor's Degree from an accredited institution or a minimum 5 years of relevant mortgage operations experience preferably in a fast-paced environment
• 5 years proficiency experience with Microsoft Office Suite

Nice To Haves

• Proficient written and verbal communication skills
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level