Sales Support Specialist - Huntington Distribution Finance (HDF) - Huntington National Bank
Schaumburg, IL
About the Job
Description
Summary:
The Sales Support Specialist - Huntington Distribution Finance (HDF) administers the onboarding process for new dealer and manufacturer credit line requests. Responsibilities are focused on contacting prospects to obtain required information and leading them through the entire onboarding cycle from application to activation. This process includes understanding applicant organizational structure, filing UCCs and administering system generated loan documentation. In addition to ensuring a satisfactory customer experience, the Specialist ensures accuracy of data in HDF's system of record.
Duties & Responsibilities:
+ Contact prospects in accordance with daily, weekly, and monthly targets.
+ Validate and input account data within the system of record (Inventory Engine) to ensure accuracy.
+ Ensure prospect applications and submitted application requirements are in accordance with HDF Legal, Compliance, and Credit policies, processes, and procedures.
+ Obtain information to qualify new prospects including products and brands carried and distributors purchased from.
+ Lead qualified prospects through the customer onboarding process from application to activation which includes understanding applicant organizational structure, filing UCCs and administering system generated loan documentation.
+ Maintain tracking, reporting, and forecasting of active pipeline.
+ Actively expand and maintain product and brand knowledge.
+ Collaborate effectively with internal and external customers.
+ Perform other onboarding related tasks, responsibilities and special projects as needed.
Basic Qualifications:
+ Bachelor’s degree in business, finance or related degree or equivalent experience
+ 3+ years of experience in a customer facing position or 3+ years of experience in banking or finance.
Preferred Qualifications:
+ Exceptional attention to detail, organized and possess the ability to manage multiple tasks simultaneously, while staying focused with minimal supervision.
+ Excellent verbal and written communication as well as listening skills.
+ Problem solving skills.
+ 1-3 years of sales, finance, loan documentation or customer support experience.
+ Working knowledge of Salesforce, credit basics, and UCCs.
#LI-Hybrid
#LI-JS1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Hybrid
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.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
Summary:
The Sales Support Specialist - Huntington Distribution Finance (HDF) administers the onboarding process for new dealer and manufacturer credit line requests. Responsibilities are focused on contacting prospects to obtain required information and leading them through the entire onboarding cycle from application to activation. This process includes understanding applicant organizational structure, filing UCCs and administering system generated loan documentation. In addition to ensuring a satisfactory customer experience, the Specialist ensures accuracy of data in HDF's system of record.
Duties & Responsibilities:
+ Contact prospects in accordance with daily, weekly, and monthly targets.
+ Validate and input account data within the system of record (Inventory Engine) to ensure accuracy.
+ Ensure prospect applications and submitted application requirements are in accordance with HDF Legal, Compliance, and Credit policies, processes, and procedures.
+ Obtain information to qualify new prospects including products and brands carried and distributors purchased from.
+ Lead qualified prospects through the customer onboarding process from application to activation which includes understanding applicant organizational structure, filing UCCs and administering system generated loan documentation.
+ Maintain tracking, reporting, and forecasting of active pipeline.
+ Actively expand and maintain product and brand knowledge.
+ Collaborate effectively with internal and external customers.
+ Perform other onboarding related tasks, responsibilities and special projects as needed.
Basic Qualifications:
+ Bachelor’s degree in business, finance or related degree or equivalent experience
+ 3+ years of experience in a customer facing position or 3+ years of experience in banking or finance.
Preferred Qualifications:
+ Exceptional attention to detail, organized and possess the ability to manage multiple tasks simultaneously, while staying focused with minimal supervision.
+ Excellent verbal and written communication as well as listening skills.
+ Problem solving skills.
+ 1-3 years of sales, finance, loan documentation or customer support experience.
+ Working knowledge of Salesforce, credit basics, and UCCs.
#LI-Hybrid
#LI-JS1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Hybrid
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.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
Source : Huntington National Bank