CMF Sr. Client Service Analyst jobs in United States
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Huntington National Bank · 17 hours ago

CMF Sr. Client Service Analyst

Huntington National Bank is seeking a CMF Warehouse Sr. Client Service Analyst to provide outstanding service and manage operational functions for mortgage warehouse loans. The role involves handling loan activities, maintaining client relationships, and ensuring compliance with policies and procedures.

Asset ManagementFinanceFinancial Services
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Responsibilities

Handles loan activities for the warehouse lending business. Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC
Responsible for larger and/or complex relationships. Provides high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings
Utilize expertise to analyze and approve complex transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy. Role will have some loan exception authority for certain functions designated by the Operations Manager
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
Works closely with a team lead or manager to recommend resolutions to nonstandard scenarios or issues that require escalation
Engages timely with clients and provides clear communication to clear exceptions, resolve problems and provides training as needed
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. Recommends updates to process workflows as necessary to adapt to product, service or technology changes
Provides training to new colleagues and trains the team on new processes and procedures
Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed
Active participation in projects and new initiatives in CMF
Performs other duties as assigned

Qualification

Mortgage operational experienceMicrosoft Office SuiteProMeritCommunication skillsOrganizational skillsTeamwork

Required

Bachelor's Degree from an accredited institution or a minimum 5 years of relevant mortgage operations experience preferably in a fast-paced environment
5 years proficiency experience with Microsoft Office Suite
minimum of 5 - 7 years of mortgage operational experience, preferably within mortgage finance
proven communication and collaboration skills
excellent organizational skills

Preferred

Proficient written and verbal communication skills
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
Experience using ProMerit

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services. It is a sub-organization of Huntington Distribution Finance.

Funding

Current Stage
Public Company
Total Funding
$1.75B
Key Investors
FHLB Cincinnati
2026-01-17Grant
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase