Sr Sales Support Specialist - IF

Huntington Bancshares
United States
Workplace: OnsiteFull timeUSD 63,000 - 124,000 annuallyFunction: Customer Support (Service Desk)Experience: 5+ yearsEducation: bachelorsSkills: ["Attention to detail","Organization","Time management","Communication","Problem solving"]

Serve as a subject matter expert for HNB-IF Know Your Customer (KYC) requirements and non-standard documentation requests for complex ownership structure customers. Collaborate with Sales Support, Portfolio Management, and Credit to determine required information, prepare and review loan documents, and approve submissions for accuracy and effectiveness. Coach stakeholders on customer authority and authorized signers, exercise judgment on escalation needs, and maintain the IF documentation manual while supporting onboarding and related projects.

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Huntington Bancshares
Huntington Bancshares
4 days ago

Sr Sales Support Specialist - IF

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Serve as a subject matter expert for HNB-IF Know Your Customer (KYC) requirements and non-standard documentation requests for complex ownership structure customers. Collaborate with Sales Support, Portfolio Management, and Credit to determine required information, prepare and review loan documents, and approve submissions for accuracy and effectiveness. Coach stakeholders on customer authority and authorized signers, exercise judgment on escalation needs, and maintain the IF documentation manual while supporting onboarding and related projects.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Understand customer/prospect organizational structures and identify required information to satisfy HNB-IF KYC and loan documentation needs.
  • •Prepare manual and customized loan documents for complex, layered organizational structures while resolving issues in a timely manner.
  • •Review and approve loan documents prepared by sales support and customer service to ensure accuracy and effectiveness.
  • •Coach stakeholders on reviewing customer authority and formation documents to ensure required documentation and authorized signers.
  • •Exercise critical thinking and judgment to decide when higher-level review is needed and maintain the IF documentation manual.

Pay and Benefits

Salary: USD 63,000 - 124,000 annually
Perks:Health InsuranceWellness StipendLife InsuranceDisability InsuranceRetirement SavingsPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree in business, finance, or a related field (or equivalent experience).
  • •5+ years of experience in a customer-facing role, or 5+ years in banking or finance.
  • •3-5 years of sales, finance, loan documentation, or customer support experience.
  • •Working knowledge of credit basics and UCCs.
  • •Working knowledge of Salesforce.
Experience:5+ yearsBankingFinanceLoan documentationCustomer support
Education:Bachelor's
Skills:Attention to detailOrganizationTime managementCommunicationProblem solving
Tech Stack:Salesforce

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn