Sr Sales Support Specialist - IF

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

Job summary

Huntington National Bank is seeking a Senior Sales Support Specialist to serve as the subject matter expert on KYC requirements and complex ownership structures. You will prepare or review loan documentation and collaborate with Sales Support, Portfolio Management and Credit teams to ensure data integrity and compliant processes.

The role involves coaching stakeholders, reviewing authority documents, and maintaining the Documentation manual in partnership with Legal and Onboarding.

Qualifications

• Bachelor’s degree in business, finance or related field or equivalent experience.
• 5+ years in a customer facing role or 5+ years in banking/finance.

Responsibilities

• Understand customer/prospect organizational structures and identify information needed to satisfy KYC and loan documentation requirements.
• Prepare or review loan documents for complex structures; resolve questions to minimize negative customer impact.
• Review and approve loan documents to ensure effectiveness and accuracy.
• Coach stakeholders on reviewing authority and formation documents to ensure proper documentation and signers.
• Independently identify when higher level review is required through critical thinking.
• Collaborate with Documentation Manager, Onboarding Director and Legal to maintain/update the Documentation manual.
• Handle onboarding and documentation related tasks and special projects as needed.

Skills

Attention to detail

Communication

Problem solving

Salesforce

Credit basics

UCCs

Customer support

Education

Bachelor’s degree in business/finance

Tools

Salesforce

Job description

Description

Summary:

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: (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.

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. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

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