Client Services Representative

Job SummaryThe Client Services Representative – Fulfillment & Production position effectively coordinates the end-to-end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors, and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.Essential Duties And ResponsibilitiesAssures complete and accurate client data is captured in the loan application, internal systems, and loan documentationWorks closely with all members of the Private Bank Fulfillment and Production Team in supporting client requestsPartners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transactionThrough excellent attention to detail and thoroughness, provides a premier client experience across all client engagementsWorks closely with other teams within operations and throughout the bank to enhance current processesParticipates effectively in assigned projectsKnowledge, Skills, And AbilitiesAbility to organize and prioritize work assignments in a consistent manner to ensure timely and efficient executionExceptional interpersonal and communication skillsProficiency in Microsoft Office preferredKeen attention to detail and understanding of loan process/system and applicable lending requirementsAnalytical problem-solving capabilitiesStrong work ethic and ability to be self-directedAbility to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing prioritiesBachelor’s Degree requiredMinimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferredThis is the pay range that Magnit reasonably expects to pay for this position: $19.88/hour - $26.51/hourBenefits: Medical, Dental, Vision, 401K