Job Summary

The 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 Responsibilities

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Knowledge, Skills, and Abilities:

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
• Exceptional interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system and applicable lending requirement
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing 
  priorities
• Bachelor’s Degree required
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred 

This is the pay range that Magnit reasonably expects to pay for this position: $24.58/hour - $28.78/hour

Benefits: Medical, Dental, Vision, 401K