Client Service Analyst - Corporate Mortgage Finance at 0101 The Huntington National Bank — Dallas, TX

# Description

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.

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

No

Workplace Type:

Office

Our Approach to Office Workplace Type