POSITION SUMMARY. Responsible for structuring, facilitating approval of, and closing of Small Business Administration (SBA) loans for Magnifi Financial and Ultum Group. This position will work with Magnifi Financial CBOs, SBA referral partners and Ultum Group’s clients along with borrowers and internal departments (including but not limited to credit analysts, SBA Loan Processors, Doc Prep, and Servicing) to efficiently approve and close SBA loan...
POSITION SUMMARY. Serves as a payment expert having expertise in all payment areas. Specialization in ACH Origination, ACH Processing, Check Processing, Faster Payments (FedNow/RTP,Zelle), Remote Capture (mRDC/RDC), Wires, ATM Processing, and Cards (debit/credit). Will serve as a subject matter expert in their areas of specialization for all departments, credit union, and regulatory compliance purposes. ESSENTIAL DUTIES AND RESPONSIBILITIES. Resp...
POSITION SUMMARY. Serves the financial needs of Magnifi Financial members by helping members identify financial goals and objectives from financial analysis. Identifies appropriate insurance and securities products to meet their goals and objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES. Recommends and sells investment and insurance products, based on the needs of the member. Manages client portfolios by monitoring and reviewing their holdings o...
POSITION SUMMARY. Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES. Assists members with all routine transactions including teller machine transactions. Creates a remarkable member ...
POSITION SUMMARY. Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES. Assists members with all routine transactions including teller machine transactions. Creates a remarkable member ...
POSITION SUMMARY. Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. ESSENTIAL DUTIES AND RESPONSIBILITIES. Assists members with all routine transactions including teller machine transactions. Creates a remarkable member ...
