Description

The Sr Doc Specialist is the subject matter expert for systematic ( Wi ) account setup and activation of new customer accounts, as well as ongoing maintenance of Wi accounts of existing customers.

Working closely with the Onboarding and Credit teams, the Specialist is responsible for reviewing and ensuring accuracy of new customer Huntington Distribution Finance (HNB-IF) loan documentation packages, system of record data integrity and completeness of Know Your Customer information.

The Specialist is also responsible for miscellaneous administrative and other duties and responsibilities related to onboarding new customer relationships.

• Collaborate with Legal, Compliance, Credit, Portfolio Control and Boarding teams on an ongoing basis regarding proper documentation per HNB-IF policies and procedures.
• Validate all documentation packages submitted by boarding specialists are accurate and all requirements have been satisfied prior to account setup / activation / maintenance.
• Communicate any documentation errors to the boarding specialists clearly and quickly, and work with them to correct / resolve errors and issues.
• Responsible for setting up new accounts quickly and efficiently, ensuring the integrity of the system of record data.
• General ongoing account maintenance (Wi, HAWC, physical files)
• Assist in the completion of account reviews to ensure accuracy and compliance with risk / legal policies and procedures
• Perform other special projects, tasks, and initiatives, as required, to enhance the effectiveness of the Records Management and contribute to continuing improvement of overall company performance

Required Qualifications :

Preferred Qualifications :

• Microsoft Office
• Ability to prioritize and effectively complete multiple tasks concurrently in a timely manner and with accuracy
• Problem solving and analysis
• Strong oral and written communication skills
• Ability to use initiative to identify, address and resolve day-to-day issues and challenges
• Self-motivated and independent thinker
• Goal driven
• Experience in the financial services industry
• AdobePro experience
• Salesforce experience
• Datascan experience
• Wi system cleanup and accuracy
• Physical documentation maintenance and cleanup

Exempt Status : (Yes not eligible for overtime pay) ( No eligible for overtime pay)

Workplace Type : Hybrid

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

Last updated : 2024-05-16