Associate Director - Specialized Mortgage Solutions

Huntington Bancshares
Pennsylvania
Workplace: RemoteFull timeFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Stakeholder management","Client relationship management","Process improvement","Risk/compliance coordination","Communication"]

Lead the onboarding, structuring, and execution of Specialized Mortgage Solutions relationships. Partner with Managing Directors and internal stakeholders to deliver tailored cash management and account structures, ensuring a high-touch client experience. Serve as primary relationship manager for assigned portfolios, oversee the end-to-end deal lifecycle, coordinate KYC/AML/BSA processes and deal folders, and manage deal deliverables and portfolio performance using multiple treasury and mortgage systems.

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Huntington Bancshares
Huntington Bancshares
1 day ago

Associate Director - Specialized Mortgage Solutions

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Last checked: 1 hour agoStatus: Live

Job Summary

Lead the onboarding, structuring, and execution of Specialized Mortgage Solutions relationships. Partner with Managing Directors and internal stakeholders to deliver tailored cash management and account structures, ensuring a high-touch client experience. Serve as primary relationship manager for assigned portfolios, oversee the end-to-end deal lifecycle, coordinate KYC/AML/BSA processes and deal folders, and manage deal deliverables and portfolio performance using multiple treasury and mortgage systems.
Location: Pennsylvania
Workplace: Remote
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Director level

Key Responsibilities

  • •Partner with Managing Directors on new business by supporting client-facing discussions and aligning SMS capabilities to cash management requirements.
  • •Lead onboarding and implementation of new SMS relationships, structuring account setups, coordinating agreements, and ensuring client/lender alignment.
  • •Act as primary relationship manager for assigned portfolios, providing high-touch service and overseeing deposit balances, fee generation, and satisfaction metrics.
  • •Structure complex cash management and account solutions (e.g., DACA, CMA, custodial, self-service) according to loan and operational needs.
  • •Oversee the end-to-end deal lifecycle from intake through account activation, coordinating KYC processes and tracking deliverables to timely completion.

Key Requirements

  • •Bachelor’s Degree
  • •5+ years of experience with Specialized Mortgage Solutions including mortgage systems and platforms
  • •Experience with KYC documentation and preparing DocuSign packages
  • •Ability to manage KYC/AML/BSA and enhanced due diligence requirements, including documentation gap resolution
  • •Experience coordinating onboarding and implementation of mortgage/treasury solutions and deliverables end to end
Experience:5+ yearsMortgage solutionsKYCTreasury management
Education:Bachelor's
Skills:Stakeholder managementClient relationship managementProcess improvementRisk/compliance coordinationCommunication
Tech Stack:DocuSignMAX CommercialMAX PlusMAX TMSharePointTremoloCBSMAX TMSSESSBOL AdministratorETOPHAWCHITSMAXBOLTreasury Management

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