Senior KYC & Loan Documentation Specialist (Remote)

Huntington National Bank; Schaumburg (IL); Hybrid; USD 63,000 - 124,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave programs

Paid holidays

PTO

Job summary

Huntington National Bank is seeking a Senior Sales Support Specialist to serve as a subject matter expert on KYC (HNB-IF) requirements and to prepare or review documents for complex ownership structures and non-standard loan documentation requests.

The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff, ensuring data integrity, accuracy and compliant onboarding across teams.

Qualifications

• Bachelor's degree in business, finance or related degree or equivalent experience.
• Bachelor's Degree and/or 5+ years of experience in a customer facing position or 5+ years of experience in banking or finance.

Responsibilities

• Work closely with stakeholders to understand customer/prospect structures and identify information needed to satisfy KYC and loan documentation requirements.
• Prepare manual and/or customized loan documents for layered and complex organizational structures; resolve questions promptly to meet accuracy guidelines.
• Review and approve loan documents prepared by sales support and customer service to ensure effectiveness and accuracy.
• Coach stakeholders in reviewing customer authority and formation documents to ensure required documentation/authorized signers on legal forms.
• Exercise discretion and independently decide when higher level review is required.
• Collaborate with Documentation Manager, Onboarding Director and Legal to maintain a complete, accurate and timely KYC documentation manual.
• Handle other onboarding and documentation-related tasks and special projects as needed.

Skills

Attention to detail

Communication

Problem solving

Multitasking

Education

Bachelor's degree in business/finance or related

Tools

Salesforce

Job description

Huntington National Bank is seeking a Senior Sales Support Specialist to serve as a subject matter expert on KYC (HNB-IF) requirements and to prepare or review documents for complex ownership structures and non-standard loan documentation requests.

The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff, ensuring data integrity, accuracy and compliant onboarding across teams.