Apply on Employer Site

1st Source Bank · 2 days ago

Lender II, SFG-Aircraft Finance, South Central US Territory

South Bend, Indiana, United States

Full-time

Onsite

Mid, Senior Level

5+ years exp

1st Source Bank is a financial institution that specializes in providing loans and financial services. The Lender II will be responsible for soliciting, developing, and funding loans to new and existing Specialty Finance clients while managing ongoing sales relationships and ensuring portfolio growth.

BankingFinanceFinancial Services

Responsibilities

Responsible for actively soliciting and developing new customer relationships in assigned market areas

Responsible for managing the ongoing Sales relationship, funding, and boarding loans, and other ongoing client services and administration

Drives and manages the portfolio growth, depository targets, and credit quality of existing accounts to ensure departmental targets and goals are achieved by working in a collaborative manner with Value Stream Team members

Works with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing of existing clients

Attends to the individual needs of SFG clients seeking loans, evaluates the financial condition of the client, the value of the pledged collateral, and the client’s management effectiveness and competency

Identifies opportunities and promotes cross selling opportunities by actively engaging other areas of the bank (Deposit, SBA, WAS, Insurance, etc.) to deepen the relationship

Develops, maintains, and executes the Pipeline Report and follows up on all prospective clients

Actively utilizes InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintains a daily follow up on all tasks for prospective and existing clients

If applicable, responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations

Must have valid driver’s license

Regular and predictable attendance is an essential requirement of the position

Completes all compliance training related to the position

Understands all applicable laws and regulations that apply to the position and complies with the requirements

Qualification

Commercial equipment financeSalesforce (InSight)Microsoft WordMicrosoft ExcelCertified Lease & Finance ProfessionalAnalytical skillsPrioritizationVerbal communicationWritten communicationProblem-solvingTime management

Required

Responsible for actively soliciting and developing new customer relationships in assigned market areas

Responsible for managing the ongoing Sales relationship, funding, and boarding loans, and other ongoing client services and administration

Works with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing of existing clients

Attends to the individual needs of SFG clients seeking loans, evaluates the financial condition of the client, the value of the pledged collateral, and the client's management effectiveness and competency

Identifies opportunities and promotes cross selling opportunities by actively engaging other areas of the bank (Deposit, SBA, WAS, Insurance, etc.) to deepen the relationship

Develops, maintains, and executes the Pipeline Report and follows up on all prospective clients

Actively utilizes InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintains a daily follow up on all tasks for prospective and existing clients

Must have valid driver's license

Regular and predictable attendance is an essential requirement of the position

Completes all compliance training related to the position

Understands all applicable laws and regulations that apply to the position and complies with the requirements

Good PC skills--proficiency in Microsoft Word and Excel essential

Ability to handle multiple tasks in a fast-paced environment

Well developed verbal and written communication skills

Strong analytical and problem-solving ability

Strong time management and prioritization skills

Ability to travel frequently to off-site locations for customer visits, prospecting, inspections, auctions, meetings, projects, seminars, etc., as well as ability to travel overnight