Commercial Lending Relationship Specialist

Socket.dev; Paynesville (MN); On-site; USD 51,000 - 76,000; Full time

Benefits offered by this job

Tuition Reimbursement

Leadership Development

Job Level Advancement

Tuition Reimbursement

32 Hours Volunteer Paid Time Off

Paid Time Off - starting at 4 weeks

Medical

Dental

Vision

Employer paid Life Insurance/AD&D

Employer paid Disability Insurance

Retirement Plan - Employer match up to

Paid Parental Leave

Bonus/Incentive Program

Health and Wellness Programs

Job summary

Magnifi Financial is seeking a detailed, member-focused team member to support commercial banking activities in Minnesota. You will help with loans, deposits and other services, interfacing with the Commercial Banking Officer and servicing teams to ensure accurate documentation and timely funding.

You will maintain files, input requests, monitor reports and engage members through calls and emails to strengthen relationships and streamline the loan process.

Qualifications

• Associate’s degree in a business-related field, or equivalent experience.
• Three years of commercial banking experience preferred, or equivalent knowledge.

Responsibilities

• Assist commercial members with loans, deposits and services in person and remotely.
• Communicate loan, deposit and services status to CBOs and staff.
• Maintain commercial lending files and ensure documentation is complete and up to date.
• Input loan requests, renewals, and annual reviews into the lending system.
• Monitor lending reports and collect financials needed for loan requests.
• Help expand member relationships through outbound calls and emails.
• Assist with covenant monitoring and notify lenders of violations.
• Prepare letters, disburse funds and review third-party closing items.

Skills

Customer service

Communication skills

Attention to detail

Data entry

Team collaboration

Education

Associate’s degree in business-related field

or equivalent experience

Job description

Magnifi Financial is seeking a detailed, member-focused team member to support commercial banking activities in Minnesota. You will help with loans, deposits and other services, interfacing with the Commercial Banking Officer and servicing teams to ensure accurate documentation and timely funding.

You will maintain files, input requests, monitor reports and engage members through calls and emails to strengthen relationships and streamline the loan process.