Business Banking Portfolio Specialist

Description

Job Description

The Business Banking Portfolio Specialist provides post-closing Portfolio Management Support for multiple portfolios in various regions. The responsibilities include:

• Collecting Financial Statements, Clearing Collateral Exceptions, Collecting Borrowing Base and Covenant Waivers

• Preparing Portfolio Data for Quarterly Loan Reviews and Annual Renewals

• Facilitating Modifications to Existing Loans

• Ordering 3rd Party Reports for Non-Credit-Action Requirements

• Processing System Requests for Loan Detail Updates

• Completing Real Estate Tax Verifications

• Provide administrative support by preparing the commitment letters or vendor work for the Practice Finance, EMT, Business Banking and SBA Sales Teams

• Responsible for preparing documentation that summarizes all loan terms in connection with the credit approval

• Able to identify discrepancies with loan terms and be able to call attention to any inconsistencies within approval or pricing and act as liaison to banker and approver

• Work with external vendors in order to obtain necessary documentation to clear loan closing conditions

• Provide support to other teams as necessary to help support the HLC

Basic Qualifications

• High School Diploma

• 1 year of experience working with Business Lending Documents and Financial Statements

Preferred Qualifications

• Bachelor's Degree

• Strong Analytical Skills

• Proven Ability to Multitask While Meeting Deadlines

• Ability to Think Critically

• Has Creative Problem-Solving Skills

• Strong Interpersonal and Communication Skills

• Proven Ability to Work Independently and With Multiple Levels Across Various Segments

• Highly Motivated, Focused and Goal Oriented

• Strong Organizational Skills with Attention to Detail, Planning and Follow-Up

• Intermediate Microsoft Office Skills with A Stronger Emphasis on Excel

• Working Knowledge of Huntington Systems Including Velocity, HAWC, AFS and PMTS

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

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