Huntington National Bank logo
Huntington National Bank

Sine 1866, Huntington National Bank has served midwestern communities with banking and financial services for consumers and businesses of all sizes. The regiona

Senior Client Service Analyst

Location

Michigan

Posted

1 day ago

Salary

0

Seniority

Senior

Bachelor Degree

Job Description

Senior Client Service Analyst

Huntington National Bank

Senior Client Service Analyst Location: Michigan (Southeast Michigan Region) time type Full time Remote job requisition id R0072223 Job Description: Summary: As a CMF Warehouse Sr. Client Service Analyst - CSG Corporate Mortgage Finance, you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington's Corporate Mortgage Finance Group (CMFG). The CMF Client Service Analyst requires a minimum of 5 - 7 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. This position reports to a CMF Operations Manager. Duties and Responsibilities: - Handles loan activities for the warehouse lending business. Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC. - Responsible for larger and/or complex relationships. Provides high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings. - Utilize expertise to analyze and approve complex transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy. Role will have some loan exception authority for certain functions designated by the Operations Manager. - Responsible for ensuring all queues, reports, and assignments are acted upon in the timeframes specified in the procedures; any delay should be escalated to management before an SLA is missed. - Works closely with a team lead or manager to recommend resolutions to nonstandard scenarios or issues that require escalation. - Engages timely with clients and provides clear communication to clear exceptions, resolve problems and provides training as needed. - Teamwork: build and maintain strong relationships with peers, management, relationship managers and clients to ensure effective communication, collaboration and problem solving. - Communicate with manager regarding trends, training issues and workflows. Recommends updates to process workflows as necessary to adapt to product, service or technology changes. - Provides training to new colleagues and trains the team on new processes and procedures - Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed. - Active participation in projects and new initiatives in CMF - Performs other duties as assigned Basic Qualifications: - Bachelor's Degree from an accredited institution. Additional experience may be an acceptable alternative to a completed bachelor's degree - Proficient written and verbal communication skills - Minimum 5 years of relevant mortgage operations experience preferably in a fast-paced environment - Proficient experience with Microsoft Office Suite Preferred Experience: - Operational experience ideally within the mortgage warehouse finance industry or other specialty finance areas - Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams - Experience using ProMerit Other Traits and Characteristics: - Strong organizational skills with attention to detail, planning and follow-up - Ability to work independently on multiple tasks without compromising quality - Excellence in customer service, highly motivated, focused and goal oriented - Excellent written and verbal communication skills, both written and verbal - Ability to handle complex customer service issues - Continually seeks opportunities to grow and develop skills Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Related Job Pages

More Client Services Representative Jobs

Full TimeRemoteTeam 1,001-5,000Since 2012H1B Sponsor

• CSA is responsible for receiving and responding to all types of communication: phone, email and web inquiries from customers (physician offices, laboratories, and hospitals), sales representatives and patients, while demonstrating a positive and professional image for Guardant Health at all times • Contribute to volume growth in the territory by resolving cases quickly with a sense of urgency • Work in a team environment and contribute to the department and company goals • Keep precise and clear documentation of all email, fax, phone communications and follow-up activities • Adhere to Standard Operating Procedures (SOP’s) pertaining to data entry and data verification requirements • Enter and qualify new customer information into Salesforce.com and LIMS • Contact physicians and other medical personnel to obtain missing information required to complete the order entry process • Partner with the Clinical lab to ensure client information is correctly entered • Send/re-send patient reports as requested by the customers • Communicate professionally and effectively with all individuals, including external customers and internal Guardant Health team members • Assist with other administrative duties as assigned based on Company needs • Assist with kit ordering, coordinating Offsite Phlebotomy Services as needed • Communicate to clients, patients and sales team using Salesforce (CRM) and other integrated software platforms • Achieve team and individual goals and monitor personal metrics • Use problem solving skills to resolve customer complaints and escalated situations • Demonstrate flexibility and adaptability in a fast-paced dynamic environment

Colorado
$23 - $31 / hour
Job Closed
Envision Horizons LLC logo

VP of Client Services

Envision Horizons LLC

Envision Horizons is a global marketplace growth agency specializing in Amazon, Walmart, and other major retail media networks. Our team helps brands build awareness, capture market share, and drive profitability through data-driven strategy and execution. Envision Horizons is committed to building an inclusive environment for people of all backgrounds, and everyone is encouraged to apply. Envision Horizons is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Role Description Envision Horizons is seeking a dynamic and strategic Vice President of Client Services to lead our client-facing teams, drive client satisfaction, and ensure proper scaling ratios of the team. This role is responsible for building and enforcing the protocols that increase client lifetime value (LTV) and net revenue retention (NRR)—not just retaining clients, but systematically growing their business and expanding the scope of services we deliver for them. This leader will oversee not only Client Services but also the cross-functional execution of our Creative and Logistics functions, ensuring seamless integration of these capabilities into client strategy and delivery. They will be responsible for aligning these disciplines to drive holistic client outcomes, operational efficiency, and scalable growth. In addition to overseeing our Amazon-focused services, this position will play a pivotal role in leading our expansion beyond Amazon and guiding our transformation into a full-service marketplace and retail media agency. The ideal candidate is highly organized, has strong implementation skills, and is comfortable enforcing processes and accountability across a growing team. How You'll Make An Impact - Lead, mentor, and develop the client services team, fostering a culture of high performance and accountability. - Provide strategic oversight and alignment across Creative and Logistics teams to ensure cohesive client delivery and integrated growth strategies. - Design, implement, and enforce repeatable protocols and processes across the client lifecycle that increase client LTV and drive net revenue retention. - Oversee the full client lifecycle, ensuring exceptional service delivery, satisfaction, and retention across all service lines. - Act as the executive point of contact for key clients, building trusted partnerships and proactively identifying and executing on opportunities for account growth. - Travel as needed to lead in-person client planning days, and coach and train account teams to independently plan and facilitate these sessions. - Develop and execute strategies to expand existing client engagements and support new business initiatives. - Partner cross-functionally with Creative and Logistics leaders to ensure capacity planning, prioritization, and execution are aligned with client needs. - Partner with Operations and Finance to enhance standardized SOW templates and pricing frameworks for new and expanded service offerings. - Build and manage client feedback loops and database management processes. - Develop and own a client health scoring system—tracking metrics such as engagement, performance trends, satisfaction, and utilization of services. - Lead ongoing training and enablement programs for the client services team. - Manage the client services P&L, including revenue forecasting, budgeting, and scaling ratios. - Analyze financial and performance data to inform decision-making and drive continuous improvement. - Collaborate with cross-functional senior leaders to problem-solve and align on goals. - Report regularly to executive leadership on client satisfaction, team performance, retention/growth metrics, and financial outcomes. - Identify and execute opportunities to increase the use of AI within the client services team. - Deliver consistent, provocative thought leadership that helps our clients see around corners. Qualifications - 10+ years of experience in client services, account management, or a related leadership role. - Experience with digital advertising, Amazon marketplace management, or e-commerce platforms. - Experience developing standardized processes in partnership with Finance/Operations teams. - Ability to balance high-level strategic leadership with hands-on execution. - Must have agency experience owning an agency P&L of $20M or more. - Experience building and scaling new service offerings or business units. - Proven ability to design, implement, and enforce scalable processes and protocols. - Strong analytical and strategic thinking skills. - Proven ability to lead, develop, train, and motivate high-performing teams. - Strong track record of driving client retention, satisfaction, and business growth. - High EQ and executive presence. - Excellent communication, negotiation, and presentation skills. - Bachelor's degree in Business, Marketing, or a related field. Preferred - Experience in a senior brand-side role. - Entrepreneurial mindset and ability to thrive in a fast-paced, remote-first environment. - Familiarity with measurement software, programmatic media, or affiliate marketing. Benefits - Competitive base salary and performance bonus. - Fully remote culture with collaborative hubs in multiple cities. - Comprehensive health, vision, and dental insurance. - 401(k) match to plan for your future. - Flexible PTO and wellness days. - Career growth support and ongoing learning opportunities. - Engaging virtual team events and activities throughout the year. - Partnership with Talkspace for free mental health support.

Worldwide
$225K - $250K / year
Full TimeRemoteTeam 10,001+Since 1892H1B Sponsor

• Work within hospital radiology environment to evaluate and troubleshoot imaging equipment issues and implement appropriate repairs. • Evaluate basic customer biomedical equipment issues, implement appropriate repairs; as assigned, perform planned maintenance (PM), safety, environmental inspections and maintain effective customer relations. • Follow appropriate GEHC policies, procedures, hospital protocol and complete necessary documentation, as guided. • Complete Preventative Maintenance on designated equipment. • Perform safety and environmental inspections ensuring compliance to Health and Human Services and Environmental Health and Safety guidelines. • Document all repair actions and submit reports/summaries according to schedule. • Maintain approved parts inventory. • Manage vendor's service delivery processes in compliance with GEHC policies, as instructed. • Maintain daily communications with customers to ensure resolution and proper follow-up, leading to customer satisfaction. • Learn and ensure proper care of tools and test equipment and ensure calibration. • Enhance and maintain technical knowledge of current standards, codes and procedures regarding safe and effective use of medical equipment. • Mentor with and assist more experienced technicians on progressive repairs and resolution, and will work as a member of the local team to provide efficient service delivery to all accounts within his/her assigned area. • Meet Health and Human Services, as well as Environment Health and Safety requirements. • Complete all planned Quality and Compliance training within the defined deadlines. • Identify and report any and all customer quality or compliance concerns immediately to the Quality Organization.

New York
$48K - $72K / year

Patient Financial Services Customer Service Representative

Fairview Health Services

Fairview Health Services is a healthcare nonprofit that provides various health services, including primary care, specialized medical treatment, mental health s

Role Description Fairview is seeking a full-time, benefit-eligible Patient Financial Services Customer Service Representative to join our team. In this role, you will provide exceptional customer service by assisting patients with billing, payment, and insurance-related inquiries while supporting a collaborative Revenue Cycle team. This position offers the opportunity to perform your work in a flexible virtual environment while collaborating closely with the Revenue Cycle team. This position is responsible for providing Fairview patients with an understanding of the billing and insurance processing of their healthcare services through the inbound call center. The CSC Representative will: - Counsel patients on financial solutions available to them either through direct payments, payment plans, or screening for qualification for assistance programs. - Manage both hospital and physician accounts in all systems and understand in depth the Registration, Hospital Billing, and Clinic Billing functions necessary to resolve accounts. - Be well-versed in collection practices, understanding of the Attorney General Requirements, and able to liaise with bad debt vendors when needed. - Have detailed knowledge of the functions within the Revenue Cycle and how they interact in the life of a patient account. Qualifications - 2 years customer service experience. - This individual should have a strong interest in learning new IS systems (PASS, Deloitte overlay system, Healthworks, etc.) as well as the ability to work independently. Requirements - Handle calls presented to CSC through the automated call distribution system accurately and efficiently. - Work independently in problem solving with patients regarding their accounts in both hospital and clinic billing situations. - Counsel the patient on the complexity of the interdependency between hospital and physician billing within the patient’s continuity of care. - Handle each call with compassion, service, dignity, and integrity in mind as aligned with MHealth Fairview's values. - Timely processing of patient/insurance requests for follow-up of payment research, checking charges, coding review, insurance processing concerns, etc. - Identify when callers need to be referred to insurance specialists or escalation staff for further assistance. - Notify patient and/or guarantor of self-pay balances co-pays/deductible/coinsurance, etc. - Understand and adhere to Revenue Cycle’s Escalation Policy. - Contribute to the process or enablement of collection of expected payment. - Meet department goals and maintain productivity while working remotely. - Manage accuracy of accounts to ensure appropriate billing and compliance with patient privacy and data integrity. - Timely and accurate work. - Verify insurance benefits to maximize reimbursement. - Assist customers regarding billing questions and ensure appropriate resolution of problems. - Explain and interpret eligibility rules and regulations or identify other resources available for financial assistance. - Identify patients who may be eligible for financial exceptions. - Keep updated on changes with regulatory issues. - Validate patient data is accurate and authorization is in place to provide information. - Review and manage uninsured accounts to include validation that uninsured discounts have been appropriately applied, and all payment sources available to the patient have been explored. - Manage bad debt of accounts and interactions with vendors. - Counsel patients throughout the collection process on solutions available to them for account resolution. - Problem solve with vendors and patients on reasonable resolutions. - Identify patients with financial need. Benefits - Generous benefit package including medical, dental, and vision plans. - Life insurance. - Short-term and long-term disability insurance. - PTO and Sick and Safe Time. - Tuition reimbursement. - Retirement. - Early access to earned wages. - More information available at Fairview Benefits .

United States