Practice Finance Loan Specialist

Location: Columbus, OH, United States; office workplace type. Applicants must be currently authorized to work full time in the United States.

Company

hirify.global provides banking and financial services.

What you will do

• Onboard Practice Finance customers with sales from $0–25MM and maintain long-term customer relationships.
• Coordinate due diligence, document collection, loan conditions, and closing activities with customers, third parties, and internal partners.
• Communicate with customers at least twice per week to provide loan-closing process updates.
• Support 2–3 Practice Finance Business Development Officers with partner introductions, cross-sell coordination, forecasting, and pipeline management.
• Oversee account opening and treasury management service implementation completed by the dedicated business banking relationship team.
• Manage collateral exceptions, referral fee payments, MAX support, and administrative support for partner officers.

Requirements

• Bachelor's degree or 2 years of sales experience in a financial services or credit environment.
• At least 3 years of sales support experience in a financial services or credit environment.
• Current authorization to work full time in the United States; immigration sponsorship is not available.

Nice to have

• Business Banking sales and product knowledge.
• Consultative selling and profiling experience.
• Strong organizational skills, attention to detail, and ability to multitask.
• Excellent customer service, interpersonal, written, verbal, face-to-face, and phone communication skills.
• Experience working effectively in a team environment.
• PC and internet proficiency.

Culture & Benefits

• Office-based workplace with specific work arrangements provided by the hiring team.
• Exempt position and not eligible for overtime pay.
• Equal Opportunity Employer and tobacco-free hiring practice.