Commercial Relationship Specialist
Magnifi Financial · Paynesville, MN · 1 mo ago
OTHR$24.39/hrFull-time
We need to output HTML fragment with sections: Use for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: Position Summary (maybe About the role). Responsibilities (Essential Duties And Responsibilities). Education And Experience (maybe Requirements/Qualifications). Benefits (explicit). Pay (Salary Range). No Schedule info. So we include About the role (position summary), Responsibilities, Requirements (Education And Experience), Benefits, Pay. Possibly Skills? Not explicit. We'll not include Skills if no content. Also maybe Qualifications? Could combine with Requirements. We'll just have Requirements.
We need to use
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: Position Summary (maybe About the role). Responsibilities (Essential Duties And Responsibilities). Education And Experience (maybe Requirements/Qualifications). Benefits (explicit). Pay (Salary Range). No Schedule info. So we include About the role (position summary), Responsibilities, Requirements (Education And Experience), Benefits, Pay. Possibly Skills? Not explicit. We'll not include Skills if no content. Also maybe Qualifications? Could combine with Requirements. We'll just have Requirements.
We need to use - for any list of duties/requirements/benefits. So for responsibilities list, we need to convert the long paragraph into list items? The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. The responsibilities are a list of duties; we should break them into
- items. Similarly for benefits list. For Education And Experience (requirements) we can list as
- . For Benefits we have a list with asterisks; we should list each bullet.
We must preserve all substantive information, not invent or summarize away detail. So we need to include all duties as separate list items, preserving the text. Also include the position summary as
. Also include the benefits details.
We need to remove boilerplate: cookie/navigation/legal/EEO etc. Not present.
We need to not repeat job title as heading. Not include Job ID.
We need to output only HTML fragment.
Let's extract details.
Position Summary paragraph:
"Works closely with the Commercial Banking Officer(s), Commercial Processing Team, Commercial Servicing Team, Commercial Post Close and Branch Staff. Responsible for servicing diverse commercial portfolios and building and maintaining member relationships. Assists in gathering and reviewing loan documentation for accuracy to ensure funding and closing comply with Magnifi Financial policies, procedures, and state and federal regulations."
That's the summary.
Responsibilities list: many bullet-like sentences. We'll split each sentence as
- . Need to keep all content.
Let's list them:
- Provides assistance in-person to commercial members in all areas of the member relationship with Magnifi Financial including loans, deposits, and other services.
- Effectively communicates to the commercial member, Commercial Banking Officer (CBO) and support staff teams on loan, deposit and services status/updates.
- Assists, directly and indirectly, with maintaining assigned CBO(s) deposit & loan portfolios.
- Maintains existing member commercial lending files by reviewing files and monitoring lending reports and ticklers to assure that proper documentation is included and up to date.
- Inputs data for all loan requests, renewals, ad hocs, change memos and annual reviews into the lending system.
- Monitors lending reports to ensure that proper documentation is included and up to date, also maintains existing member commercial lending files by reviewing files for accuracy & completion.
- Works with members to collect financials and documentation needed to complete the loan request.
- Enhances member relationships through follow-up communication to include outbound calls & emails.
- Serves members through multiple channels including in branch, online and over the phone.
- Assists with the preparation of new loan requests and extensions as required.
- Requests documentation needed from the member to ensure all conditions are met for the loan closing.
- Assists with covenant monitoring and notifies lenders of violations.
- Prepares, disburses and mails proposal/commitment letters and adverse actions.
- Orders, receives and reviews all 3rd party items needed for closing (title work, appraisal, environmental risk assessment, insurance).
- Requests disbursements/loan advances, subordinations, partial releases, satisfactions and fee reversals.
- Maintains a significant level of knowledge and understanding of loan documentation, credit policy and state and federal regulations.
- Keeps abreast of rules, regulations and Magnifi Financial policy relating to member commercial loans.
- Works with CBO to monitor construction loan process, including following procedures to disburse funds to appropriate parties and collecting lien waivers.
- Uses the sales process to identify and recommend Magnifi Financial products and services to members based on financial need.
- Makes referrals to appropriate departments.
- Assists with Small Business Administration (SBA) and Government Guarantee loans.
- Suggests, and helps implement, process improvements to improve departmental efficiencies.
- Actively participates in community relations efforts to contribute to the mission and visibility of Magnifi Financial.
Education And Experience:
- 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.
Benefits list: The text: "We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development *Leadership Development *Job Level Advancement (ability to move up in your position through training and development) *Tuition Reimbursement *32 Hours Volunteer Paid Time Off *Paid Time Off - starting at 4 weeks per year for FT; prorated for PT *MedicalDentalVisionEmployer paid Life Insurance/AD&DEmployer paid Disability InsuranceRetirement Plan - Employer match up to 4%, eligible for annual profit sharing *Paid Parental LeaveBonus/Incentive ProgramHealth and Wellness Programs * Pay Transparency"
We need to parse each benefit item. The formatting is messy. Let's extract items:
- Opportunities for Training and Development
- Leadership Development *
- Job Level Advancement (ability to move up in your position through training and development) *
- Tuition Reimbursement *
- 32 Hours Volunteer Paid Time Off *
- Paid Time Off - starting at 4 weeks per year for FT; prorated for PT *
- Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing *
- Paid Parental Leave *
- Bonus/Incentive Program *
- Health and Wellness Programs *
- Pay Transparency *
But note some items have asterisks indicating also available to part-time. We should keep the asterisk maybe as part of text? The instruction: preserve all substantive information; we can keep the asterisk as part of the benefit description. However we might want to keep the asterisk but it's not essential. We'll keep as is.
Also note "MedicalDentalVisionEmployer paid Life Insurance/AD&DEmployer paid Disability InsuranceRetirement Plan - Employer match up to 4%, eligible for annual profit sharing". That seems concatenated; we should keep as given.
Pay: Salary Range: $24.39/hr. through $36.59/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses.
We need to output Pay section with that info as
maybe? Since it's prose. Could also be list but it's not a list. We'll use
.
Schedule: none, so omit.
Now produce HTML:
About the role
Works closely with the Commercial Banking Officer(s), Commercial Processing Team, Commercial Servicing Team, Commercial Post Close and Branch Staff. Responsible for servicing diverse commercial portfolios and building and maintaining member relationships. Assists in gathering and reviewing loan documentation for accuracy to ensure funding and closing comply with Magnifi Financial policies, procedures, and state and federal regulations.
Responsibilities
- Provides assistance in-person to commercial members in all areas of the member relationship with Magnifi Financial including loans, deposits, and other services.
- Effectively communicates to the commercial member, Commercial Banking Officer (CBO) and support staff teams on loan, deposit and services status/updates.
- Assists, directly and indirectly, with maintaining assigned CBO(s) deposit & loan portfolios.
- Maintains existing member commercial lending files by reviewing files and monitoring lending reports and ticklers to assure that proper documentation is included and up to date.
- Inputs data for all loan requests, renewals, ad hocs, change memos and annual reviews into the lending system.
- Monitors lending reports to ensure that proper documentation is included and up to date, also maintains existing member commercial lending files by reviewing files for accuracy & completion.
- Works with members to collect financials and documentation needed to complete the loan request.
- Enhances member relationships through follow-up communication to include outbound calls & emails.
- Serves members through multiple channels including in branch, online and over the phone.
- Assists with the preparation of new loan requests and extensions as required.
- Requests documentation needed from the member to ensure all conditions are met for the loan closing.
- Assists with covenant monitoring and notifies lenders of violations.
- Prepares, disburses and mails proposal/commitment letters and adverse actions.
- Orders, receives and reviews all 3rd party items needed for closing (title work, appraisal, environmental risk assessment, insurance).
- Requests disbursements/loan advances, subordinations, partial releases, satisfactions and fee reversals.
- Maintains a significant level of knowledge and understanding of loan documentation, credit policy and state and federal regulations.
- Keeps abreast of rules, regulations and Magnifi Financial policy relating to member commercial loans.
- Works with CBO to monitor construction loan process, including following procedures to disburse funds to appropriate parties and collecting lien waivers.
- Uses the sales process to identify and recommend Magnifi Financial products and services to members based on financial need.
- Makes referrals to appropriate departments.
- Assists with Small Business Administration (SBA) and Government Guarantee loans.
- Suggests, and helps implement, process improvements to improve departmental efficiencies.
- Actively participates in community relations efforts to contribute to the mission and visibility of Magnifi Financial.
Requirements
- 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.
Benefits
- Opportunities for Training and Development
- Leadership Development *
- Job Level Advancement (ability to move up in your position through training and development) *
- Tuition Reimbursement *
- 32 Hours Volunteer Paid Time Off *
- Paid Time Off - starting at 4 weeks per year for FT; prorated for PT *
- Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing *
- Paid Parental Leave *
- Bonus/Incentive Program *
- Health and Wellness Programs *
- Pay Transparency *
Pay
Salary Range: $24.39/hr. through $36.59/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses.
Check for any duplicate lines
- for any list of duties/requirements/benefits, and
for prose. The responsibilities are a list of duties; we should break them into
- items. Similarly for benefits list. For Education And Experience (requirements) we can list as
- . For Benefits we have a list with asterisks; we should list each bullet.
We must preserve all substantive information, not invent or summarize away detail. So we need to include all duties as separate list items, preserving the text. Also include the position summary as
. Also include the benefits details. We need to remove boilerplate: cookie/navigation/legal/EEO etc. Not present. We need to not repeat job title as heading. Not include Job ID. We need to output only HTML fragment. Let's extract details. Position Summary paragraph: "Works closely with the Commercial Banking Officer(s), Commercial Processing Team, Commercial Servicing Team, Commercial Post Close and Branch Staff. Responsible for servicing diverse commercial portfolios and building and maintaining member relationships. Assists in gathering and reviewing loan documentation for accuracy to ensure funding and closing comply with Magnifi Financial policies, procedures, and state and federal regulations." That's the summary. Responsibilities list: many bullet-like sentences. We'll split each sentence as
- . Need to keep all content.
Let's list them:
- Provides assistance in-person to commercial members in all areas of the member relationship with Magnifi Financial including loans, deposits, and other services.
- Effectively communicates to the commercial member, Commercial Banking Officer (CBO) and support staff teams on loan, deposit and services status/updates.
- Assists, directly and indirectly, with maintaining assigned CBO(s) deposit & loan portfolios.
- Maintains existing member commercial lending files by reviewing files and monitoring lending reports and ticklers to assure that proper documentation is included and up to date.
- Inputs data for all loan requests, renewals, ad hocs, change memos and annual reviews into the lending system.
- Monitors lending reports to ensure that proper documentation is included and up to date, also maintains existing member commercial lending files by reviewing files for accuracy & completion.
- Works with members to collect financials and documentation needed to complete the loan request.
- Enhances member relationships through follow-up communication to include outbound calls & emails.
- Serves members through multiple channels including in branch, online and over the phone.
- Assists with the preparation of new loan requests and extensions as required.
- Requests documentation needed from the member to ensure all conditions are met for the loan closing.
- Assists with covenant monitoring and notifies lenders of violations.
- Prepares, disburses and mails proposal/commitment letters and adverse actions.
- Orders, receives and reviews all 3rd party items needed for closing (title work, appraisal, environmental risk assessment, insurance).
- Requests disbursements/loan advances, subordinations, partial releases, satisfactions and fee reversals.
- Maintains a significant level of knowledge and understanding of loan documentation, credit policy and state and federal regulations.
- Keeps abreast of rules, regulations and Magnifi Financial policy relating to member commercial loans.
- Works with CBO to monitor construction loan process, including following procedures to disburse funds to appropriate parties and collecting lien waivers.
- Uses the sales process to identify and recommend Magnifi Financial products and services to members based on financial need.
- Makes referrals to appropriate departments.
- Assists with Small Business Administration (SBA) and Government Guarantee loans.
- Suggests, and helps implement, process improvements to improve departmental efficiencies.
- Actively participates in community relations efforts to contribute to the mission and visibility of Magnifi Financial.
Education And Experience:
- 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.
Benefits list: The text: "We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development *Leadership Development *Job Level Advancement (ability to move up in your position through training and development) *Tuition Reimbursement *32 Hours Volunteer Paid Time Off *Paid Time Off - starting at 4 weeks per year for FT; prorated for PT *MedicalDentalVisionEmployer paid Life Insurance/AD&DEmployer paid Disability InsuranceRetirement Plan - Employer match up to 4%, eligible for annual profit sharing *Paid Parental LeaveBonus/Incentive ProgramHealth and Wellness Programs * Pay Transparency"
We need to parse each benefit item. The formatting is messy. Let's extract items:
- Opportunities for Training and Development
- Leadership Development *
- Job Level Advancement (ability to move up in your position through training and development) *
- Tuition Reimbursement *
- 32 Hours Volunteer Paid Time Off *
- Paid Time Off - starting at 4 weeks per year for FT; prorated for PT *
- Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing *
- Paid Parental Leave *
- Bonus/Incentive Program *
- Health and Wellness Programs *
- Pay Transparency *
But note some items have asterisks indicating also available to part-time. We should keep the asterisk maybe as part of text? The instruction: preserve all substantive information; we can keep the asterisk as part of the benefit description. However we might want to keep the asterisk but it's not essential. We'll keep as is.
Also note "MedicalDentalVisionEmployer paid Life Insurance/AD&DEmployer paid Disability InsuranceRetirement Plan - Employer match up to 4%, eligible for annual profit sharing". That seems concatenated; we should keep as given.
Pay: Salary Range: $24.39/hr. through $36.59/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses.
We need to output Pay section with that info as
maybe? Since it's prose. Could also be list but it's not a list. We'll use
. Schedule: none, so omit. Now produce HTML:
About the role
Works closely with the Commercial Banking Officer(s), Commercial Processing Team, Commercial Servicing Team, Commercial Post Close and Branch Staff. Responsible for servicing diverse commercial portfolios and building and maintaining member relationships. Assists in gathering and reviewing loan documentation for accuracy to ensure funding and closing comply with Magnifi Financial policies, procedures, and state and federal regulations.
Responsibilities
- Provides assistance in-person to commercial members in all areas of the member relationship with Magnifi Financial including loans, deposits, and other services.
- Effectively communicates to the commercial member, Commercial Banking Officer (CBO) and support staff teams on loan, deposit and services status/updates.
- Assists, directly and indirectly, with maintaining assigned CBO(s) deposit & loan portfolios.
- Maintains existing member commercial lending files by reviewing files and monitoring lending reports and ticklers to assure that proper documentation is included and up to date.
- Inputs data for all loan requests, renewals, ad hocs, change memos and annual reviews into the lending system.
- Monitors lending reports to ensure that proper documentation is included and up to date, also maintains existing member commercial lending files by reviewing files for accuracy & completion.
- Works with members to collect financials and documentation needed to complete the loan request.
- Enhances member relationships through follow-up communication to include outbound calls & emails.
- Serves members through multiple channels including in branch, online and over the phone.
- Assists with the preparation of new loan requests and extensions as required.
- Requests documentation needed from the member to ensure all conditions are met for the loan closing.
- Assists with covenant monitoring and notifies lenders of violations.
- Prepares, disburses and mails proposal/commitment letters and adverse actions.
- Orders, receives and reviews all 3rd party items needed for closing (title work, appraisal, environmental risk assessment, insurance).
- Requests disbursements/loan advances, subordinations, partial releases, satisfactions and fee reversals.
- Maintains a significant level of knowledge and understanding of loan documentation, credit policy and state and federal regulations.
- Keeps abreast of rules, regulations and Magnifi Financial policy relating to member commercial loans.
- Works with CBO to monitor construction loan process, including following procedures to disburse funds to appropriate parties and collecting lien waivers.
- Uses the sales process to identify and recommend Magnifi Financial products and services to members based on financial need.
- Makes referrals to appropriate departments.
- Assists with Small Business Administration (SBA) and Government Guarantee loans.
- Suggests, and helps implement, process improvements to improve departmental efficiencies.
- Actively participates in community relations efforts to contribute to the mission and visibility of Magnifi Financial.
Requirements
- 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.
Benefits
- Opportunities for Training and Development
- Leadership Development *
- Job Level Advancement (ability to move up in your position through training and development) *
- Tuition Reimbursement *
- 32 Hours Volunteer Paid Time Off *
- Paid Time Off - starting at 4 weeks per year for FT; prorated for PT *
- Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing *
- Paid Parental Leave *
- Bonus/Incentive Program *
- Health and Wellness Programs *
- Pay Transparency *
Pay
Salary Range: $24.39/hr. through $36.59/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses.
Check for any duplicate lines