2 customer service specialist jobs found in Schaumburg, IL

Description Summary: The Senior Sales Support Specialist serves as a subject matter expert on HNB-IF Know Your Customer (KYC) requirements and in preparing or reviewing documents for all new and existing customer “complex” ownership structure and non-standard documentation requests.    The Sr Specialist will collaborate with Sales Support, Portfolio Management and Credit staff that require guidance on documentation, KYC and Engine data integrity matters.   Duties & Responsibilities: Work closely with stakeholders to understand the customer/prospect organizational structures and identify information needed from customer/prospects to satisfy HNB-IF KYC and loan documentation requirements. Prepare manual and/or customized loan documents for layered and complex organizational structure prospects and customers. Minimize negative customer impact by resolving questions and issues in a timely...

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...