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Practice Finance Financial Pulse Specialist in Columbus at Huntington

Date Posted: 1/7/2019

Job Snapshot

Job Description

  • 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

Basic Qualifications:

  • Bachelor's Degree
  • Minimum of 3 years of experience in healthcare practice management

Preferred Qualifications:

  • 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: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.
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