Customer Relationship Analyst 2 (CRA 2) - Huntington Distribution Finance (HDF)

at  Huntington Bank

DESCRIPTION

Summary: The Customer Relationship Analyst 2 (CRA 2) role builds strong relationships with dealers, distributors and/or manufacturers by providing outstanding customer service and support. As a more advanced role than the CRA 1, this position will be assigned a larger number of accounts and manages those requiring more focus and coordination with the manufacturer and HDF Credit, Finance, and Sales teams. Primary activities include managing risk, ensuring dealer’s compliance with program and repayment terms, customer service and support, ongoing maintenance to existing dealers. The role serves as an excellent opportunity to build a career in either Portfolio Management, Credit, or Sales functions within the dynamic inventory finance industry.

BASIC QUALIFICATIONS:

• Bachelor’s degree
• 5 years’ experience in customer service, collections or credit.

PREFERRED QUALIFICATIONS:

• Degree in accounting, finance, business, or economics
• 1 year of experience in customer service, collections, or credit roles within inventory finance strongly preferred
• Strong verbal and written communication skills
• Ability to provide excellent customer service, with particular attention for empathy concerning the dealers’ needs and concerns and ability to ability confidently discuss account performance with customers.
• Ability to analyze qualitative and quantitate data and draw conclusions to solve complex account issues or concerns
• A critical thinker with the ability to prioritize Strong attention to details and inquisitive mindset
• Experience in Banking, Equipment / Specialty Finance, or Captive Finance industry in a customer advisory capacity strongly preferred.
• Demonstrated ability to learn and adapt to new systems, analytical tools, and processes
• Self-motivated, self-aware, and self-regulated
• Ability to effectively participate in cross functional project teams
  Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
  Yes

• Maintains the credit needs of a dealer or distributor
• Functions as the primary point of contact for the dealer which includes fielding dealer inquires
• Works with the processing team in Finance to ensure that the dealer’s funds are applied correctly, balances are cleared timely, and that credit memos from third parties are applied accurately and promptly.
• Leverages the proprietary account management system and dynamic analytical tools to identify stressed accounts and escalate to management attention with recommendations.
• Communicates the dealer’s needs, issues and concerns to the appropriate manufacturer contacts, HDF Sales, Finance, Credit, and Compliance teams as appropriate.
• Supports boarding processes for new dealer applications when required; remains the primary contact for the dealer and follows them through the entire process until the account is activated.
• Engages in process improvement projects at the discretion of Portfolio Manager. Attendance at trade shows and visits to dealers, distributors, or manufacturers may be required.
• Performs other duties as assigned.