Sr Sales Support Specialist

Huntington; Chicago (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

Paid time off (PTO)

Job summary

Huntington is seeking a Senior Sales Support Specialist to act as the KYC subject matter expert and to prepare or review complex ownership structures and non-standard loan documents. The role requires collaboration with Sales Support, Portfolio Management, and Credit staff to guide documentation and data integrity.

Responsibilities include overseeing loan documents, minimizing customer impact by timely resolution of issues, and coaching stakeholders on authority and signers to ensure compliance.

Qualifications

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

Responsibilities

• Collaborate with Sales Support, Portfolio Management and Credit staff to guide documentation and KYC.
• Prepare or review manual and customized loan documents for complex ownership structures.
• Verify accuracy of loan documents and ensure compliance with KYC requirements.
• Coach stakeholders on reviewing customer authority and formation documents for proper signers.

Skills

Attention to detail

Multitasking

Communication

Problem solving

Customer service

Sales knowledge

Education

Bachelor's degree in business, finance or related field

Equivalent experience

Tools

Salesforce

Job description

The Senior Sales Support Specialist serves as a subject matter expert on HNB-IF Know Your Customer (KYC) requirements and in preparing or reviewing documents for all new and existing customer complex ownership structure and non-standard documentation requests. The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff that require guidance on documentation, KYC and Engine data integrity matters.

Duties & Responsibilities

• Work closely with stakeholders to understand the customer/prospect organizational structures and identify information needed from customer/prospects to satisfy HNB-IF KYC and loan documentation requirements.
• Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers.
• Minimize negative customer impact by resolving questions and issues in a timely manner.
• Meet or exceed accuracy guidelines as established by department.
• Review and approve loan documents prepared and submitted by sales support and customer service personnel to ensure effectiveness and accuracy.
• Coach stakeholders in reviewing customer authority and formation documents to ensure HNB-IF has required documentation/authorized signers on HNB-IF legal forms and documentation.
• Exercise discretion and independently make decisions through critical thinking and judgment to identify when higher level review is required.
• Work closely with the Documentation Manager, Onboarding Director and Legal, to maintain a complete, accurate and timely updated of the IF Documentation manual.
• Other onboarding and documentation related tasks, responsibilities and special projects as needed.

Basic Qualifications

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

Preferred Qualifications

• Exceptional attention to detail, organized and possess the ability to manage multiple tasks simultaneously, while staying focused with minimal supervision.
• Excellent communication (verbal and written communication) and listening skills.
• Problem solving skills.
• 3-5 years of sales, finance, loan documentation or customer support experience.
• Working knowledge of Salesforce.
• Working knowledge of credit basics.
• Working knowledge of UCCs.

Exempt Status: No (eligible for overtime pay).

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.

Compensation Range

$63,000 - $124,000 Annual Salary. The compensation range represents the anticipated low and high end of the base compensation range for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.

Benefits

• Health insurance coverage
• Wellness program
• Life and disability insurance
• Retirement savings plan
• Paid leave programs
• Paid holidays
• Paid time off (PTO)

Huntington is an Equal Opportunity Employer.

About Huntington

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 we 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 to do the right thing, to do right by people. Because people are what matter.

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. 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]