Huntington National Bank Practice Finance Financial Pulse Specialist in Columbus, Ohio
Owns primary responsibility for the monitoring of first time business owners for startup and acquisition businesses in the Business Banking specialty lending space, including Dental, Medical and Veterinarian Practices.
Reviews key performance metrics (KPIs) provided by the business owner and providing guidance and resources to ensure the clients' success.
Gathers resources and insights to provide first time practice owners via a client portal.
As appropriate, assists in mitigating risk by partnering with Special Asset Division for developing solutions for clients not achieving success.
Responsible for developing relationships with clients during regular scheduled phone calls to ensure the client has a sound business plan and is executing to that plan.
Services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles.
In this role, you will be expected to:
Provide phone coaching, skill development, and feedback to our clients to ensure clients are meeting their business objectives
Review and analyze all customer financial information to ensure the soundness of the business
Manage risk on an ongoing basis by monitoring customer ongoing credit worthiness, adherence to loan terms, and general business conditions
Ensure the client provides Monthly KPIs via Huntington's Pulse Portal
Effectively transition clients to Special Asset Division as necessary
Assist in gathering loan covenants, collateral exceptions, and assist with annual reviews as required
As appropriate, assist in optimizing customer relationships working directly with Relationship Managers, Treasury Management, Capital Markets, and other team members
Minimum of 3 years of experience in healthcare practice management
Banking Practice Finance client management experience
Experience in managing a dental, medical, or veterinarian practice.
Excellent customer service skills, highly motivated, focused and goal oriented
Excellent written and verbal communication skills, including professional grammar and demeanor
Strong organizational skills with attention to detail, planning and follow-up
Ability to build and expand quality internal and external customer relationships.
Previous formalized credit training required preferred
Proficiency using Microsoft Word and Excel
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity
Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.
Huntington does not accept solicitation from Third Party Recruiters for any position.