Client Service Analyst - Corporate Mortgage Finance

Huntington Bank; Dallas (TX); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Huntington Bank in the United States is seeking a CMF Warehouse Client Service Analyst to support the day-to-day operations for mortgage warehouse loans and ensure adherence to CMFG policies. The role emphasizes client relationships, accuracy, and timely responses within SLAs.

You will collaborate with the CMF Operations Manager and cross-functional teams, handling loan fundings, collateral processing, settlements, and exception resolution while maintaining controls and strong communication.

Qualifications

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

Responsibilities

• Support loan activities for the warehouse lending business.
• Warehouse processes that this role may support include, but are not limited to: loan fundings, construction loan processing, collateral processing, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC.
• 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 SLAs.
• Review and approve transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy.
• 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.
• Engages timely with clients and provides clear communication to clear exceptions and resolve problems.
• 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.
• Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed.
• Performs other duties as assigned.

Skills

Microsoft Office

ProMerit

Education

High School Diploma, GED or equivalent

Tools

ProMerit

Job description

Job Overview

CMF Warehouse 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 2 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.

Responsibilities

• Support loan activities for the warehouse lending business.
• Warehouse processes that this role may support include, but are not limited to: loan fundings, construction loan processing, collateral processing, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC.
• 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 SLAs.
• Review and approve transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy.
• 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.
• Engages timely with clients and provides clear communication to clear exceptions and resolve problems.
• 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.
• Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed.
• Performs other duties as assigned.

Basic Qualifications

• 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 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.
• Proficient written and verbal communication skills.
• 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.
• 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 provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Welcome to Huntington!

At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way you save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [e-mail]

Reasonable Accommodations

Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

EEOC Disclaimer Know Your Rights CA Data Privacy CA Data Privacy Rights Tobacco Disclaimer