Commercial Relationship Specialist (SBA)

Location: Houston, Texas; Clayton, Missouri; Birmingham, Alabama; New Orleans, Louisiana; or Atlanta, Georgia. Onsite role. Full-time position with overtime eligibility for hours worked over 40 per week under the Fair Labor Standards Act.

Salary range target: $56,055.00 minimum to $70,651.50 median annually. The role is not incentive eligible.

Company

hirify.global provides commercial banking services, including support for Commercial Banking and specialized segments such as Small Business Administration (SBA), Agricultural Banking, Government and Institutional Banking, and Franchise Lending.

What you will do

• Provide daily administrative and client relationship support to Commercial Banking Relationship Managers and act as a contact for servicing requests.
• Prepare relationship, sales, pipeline, maturity, past-due, and exception reports and discuss workflow items with Relationship Managers.
• Facilitate credit application workflows by collecting client financial information, submitting facility applications, and managing loan workflows through closing.
• Manage post-closing ticklers, exceptions, loan maturity pipelines, renewals, due diligence requirements, and coordination between Credit Products, underwriting, and loan fulfillment.
• Support client and prospect presentations, marketing requests, new deposit product openings, and Treasury Management onboarding and servicing.
• Maintain accurate client and prospect data in OneView, Relationship Grouping Application, and other source systems; support onboarding and mentor new associates when assigned.

Requirements

• Bachelor’s degree and three years of banking or client support experience, or a high school diploma/GED and four years of general banking experience.
• Ability to lead and mentor others.
• Ability to partner with various internal partners across the organization.
• Ability to research, analyze data, and derive facts.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Excellent verbal and written communication and organizational skills.
• Excellent work ethic and self-motivation.

Nice to have

• College degree.

Culture & Benefits

• Paid vacation and sick time.
• 401(k) with company match.
• Medical, dental, vision, disability, life insurance, health savings account, and flexible spending account benefits.
• Parental leave and an Employee Assistance Program.
• Associate Volunteer Program.