Huntington National Bank SBA Franchise Specialist Sr. in Boston, Massachusetts
This is a hybrid role if you are located near the Easton Ops (Columbus, OH) office. You will work 3 days a week in office.
The SBA Franchise Specialist Sr. (SFS Sr.) is responsible for meeting each client, collecting all data required for a full financial package, assessing the credit worthiness of the transaction, issuing a proposal, completing the loan summary template including all relevant tabs such as sources and uses grid (identified loan need), cash flow analysis for projections, collateral analysis, Borrower individual credit worthiness and loan narrative explaining all facets of the transaction. The Banker will input the deal into the Velocity credit channel and work with the underwriter for final loan decision. Should the loan be approved, the SBA Franchise Specialist Sr. (SFS Sr.) will communicate approval, order and deliver the commitment letter, collect the fee and work with the assigned team to collect all closing conditions and close the loan.
Duties and Responsibilities.
Supports Business Banking production by maintaining an individual pipeline of work, this includes supporting up to 75 live client files at any one time, which involves collecting all data required for a full financial package, assessing the credit worthiness of the transaction, issuing a proposal, completing the loan summary template including all relevant tabs such as sources and uses grid (identified loan need), cash flow analysis for projections, collateral analysis, Borrower individual credit worthiness and loan narrative explaining all facets of the transaction, and communication/documentation delivered if approved.
Credits would typically include those with less complexity and customer exposure up to $5MM.
Appropriately assess risk profile of borrower.
Support the line of business and job family, as needed, tasks include are training, administrative tasks and supporting the brand/franchise loan process.
Perform other duties as assigned.
High School Diploma, GED or equivalent
3+ years of experience working with Franchise or Business Banking sales, lending or portfolio management
Ability to travel to franchise shows and support Vendor Discover Days in person, as required for this position.
Ability to manage an extremely high-volume business loan pipeline
Ability to develop rapport and successfully build relationships with franchise vendors and clients
Prior SBA experience
Proficient use of Microsoft Office and other internet resources
Excellence in customer service, highly motivated, focused and goal oriented
Excellent written and verbal communication skills, including grammar and demeanor
Strong organizational skills with attention to detail, planning and follow-up
Ability to work independently on multiple tasks without compromising quality
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
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
Huntington National Bank
- Huntington National Bank Jobs