Strategic Commercial Banking Advisor

Magnifi Financial; Houston (TX); On-site; USD 51,000 - 76,000; Full time

Benefits offered by this job

Training & Development

Leadership Development

Tuition Reimbursement

Paid Time Off

Medical Insurance

Vision Insurance

Life Insurance/AD&D

Disability Insurance

Retirement Plan with 4% match

Bonus/Incentive Program

Wellness Programs

Job summary

Magnifi Financial is seeking a Commercial Banking professional to assist in servicing a diverse commercial portfolio, gather loan documentation, and ensure funding and closing comply with policy.

You will work closely with Commercial Banking Officers, processing, servicing, and branch staff, maintaining files, inputting loan data, monitoring reports, and supporting SBA and government-guarantee loans. This is a hands-on role with growth opportunities.

Qualifications

• Associate’s degree in a business-related field, or equivalent experience.
• Three years of commercial banking experience in a financial institution preferred, or equivalent knowledge and skills gained from related work experience.

Responsibilities

• Provides in-person assistance to commercial members in loans, deposits, and other services.
• Communicates loan, deposit and service status with members, CBOs and support staff.
• Maintains and reviews commercial lending files and monitors lending reports for accuracy.
• Inputs data for loan requests, renewals, ad hoc updates and annual reviews into the lending system.
• Collects financials and documentation to complete loan requests; follows up with members.
• Supports SBA and Government Guarantee loans and assists with process improvements.

Education

Associate’s degree in a business-related field

Job description

Magnifi Financial is seeking a Commercial Banking professional to assist in servicing a diverse commercial portfolio, gather loan documentation, and ensure funding and closing comply with policy.

You will work closely with Commercial Banking Officers, processing, servicing, and branch staff, maintaining files, inputting loan data, monitoring reports, and supporting SBA and government-guarantee loans. This is a hands-on role with growth opportunities.