Practice Finance Pulse Specialist, Sr Job at Huntington Bank
Description
Summary:
The job is to mitigate risk for the bank and to provide first time practice owners a coach/specialist to help ensure they are successful. The role will review client data provided monthly to Huntington, along with financials and varied practice management software reporting to ensure the client is meeting their net profit margin, cash flow, as well as patient targets (i.e. production, collections, income/expenses, new patients etc.) The role also reviews the business plan with the client to ensure it is attainable and will help them meet targeted business goals. The role requires dialogue with the client to provide insight and perspective on how to progress their business and be more successful. This role will also be responsible for identifying the potential of early warning signs and practice deterioration. In the event risk is identified for a client, this position will engage leadership and key partners promptly to ensure we minimize any credit losses including mitigating any risk. The role will include both voice to voice and in person contact with the client.
Duties & Responsibilities:
- 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.
- Ensure the receipt and review of key performance metrics (KPIs) provided by the business owner and providing guidance and resources to ensure the clients’ success.
- Provide phone coaching and/or in person, skill development, and feedback to our clients to ensure clients are meeting their business objectives.
- Manage risk on an ongoing basis by monitoring customer provided data including financials to determine credit worthiness, adherence to loan terms and general business conditions.
- Services, deepens and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risk and opportunities, per established Huntington policies, procedure and principles.
- Presentation of the Pulse portfolio performance via a monthly business update to Sr. key leadership
- Collaborate with key business partners to create Best in Class client experience, portfolio management, and risk management of current Pulse portfolio.
Required Qualifications:
- Bachelor’s degree
- Minimum of 5 years of experience in health care practice management
Preferred Qualifications:
- Banking Practice Finance client management experience
- Minimum of 5 years of experience in healthcare lending
- Experience with the management of 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
- Knowledge of credit review and identification of risk components of loans
- Strong presentation skills
- Strong proficiency using Power Point, MS Word and Excel
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Workplace Type:
HybridHuntington 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
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