Finance Loan Specialist

Huntington National Bank

Practice Finance Loan Specialist onboarding new Practice Finance customers and coordinating cross-sell opportunities. Establishing long-term relationships and ensuring exceptional customer experiences.

Posted 4/30/2026full-timeRemote • Colorado, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

On-boards new Practice Finance customers and manages cross-sell opportunities
Provides introduction and coordinates follow up with internal partners
Establishes long-term customer relationships to ensure quality control and provide exceptional customer experiences
Partners and supports a team of Practice Finance Business Development Officers to achieve team results
Assists with onboarding customers with sales from $0-25MM
Reviews onboarding process to ensure alignment with Simply the Best customer experience
Provides client service utilizing a relationship plan/model
Assists (2-3) Practice Finance Business Development Officers with initial onboarding and partner introductions
Coordinates due diligence and document-gathering necessary to get loans documented and closed
Communicates with customers 2x per week minimum to help them understand the process with their loan closing
Manages and clears collateral exceptions resulting from loan closings
Processes referral fee payments for Practice Finance COI BDO Partners
Provides MAX support and administrative support for Practice Finance COI BDO Partners
Performs other duties as assigned

Requirements

What you’ll need

Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment
Minimum of 3 years of sales support experience in a financial services or credit environment
Business Banking sales and product knowledge
Consultative selling and profiling experience
Proven organizational skills
Excellent customer service and interpersonal skills
Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
General knowledge of Business Banking sales and product knowledge
Proven track record of working well in a team environment
Strong organizational skills with attention to detail
Ability to multi-task
PC and internet proficiency

Benefits

Comp & perks

health insurance coverage
wellness program
life and disability insurance
retirement savings plan
paid leave programs
paid holidays
paid time off (PTO)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales supportconsultative sellingprofilingcustomer onboardingloan documentationcollateral managementreferral fee processingrelationship managementquality controlbusiness banking knowledge

Soft Skills

organizational skillscustomer serviceinterpersonal skillswritten communicationverbal communicationteam collaborationattention to detailmulti-taskingprofessional demeanorexceptional communication

Certifications

Bachelor's degree