1st Source Bank · 1 day ago
Lender II, SFG-Aircraft Finance, South Central US Territory
South Bend, IN
Full-time
Onsite
Mid, Senior Level
5+ years exp1st Source Bank is responsible for providing financial services to clients, and they are seeking a Lender II to develop and fund loans to Specialty Finance clients. The role involves managing customer relationships, driving portfolio growth, and collaborating with various teams to ensure client satisfaction and compliance with regulations.
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
Performs all other duties as assigned
Qualification
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
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
Five (5) to eight (8) years experience preferred or equivalent experience in a related field preferred
Proven record of new business generation
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
Preferred
Prior experience in commercial equipment finance (i.e., auto, aviation or heavy equipment) preferred
Bachelor's Degree preferred; MBA preferred
Certified Lease & Finance Professional (CLFP) certification preferred
Pilot's license preferred
Company
1st Source Bank
1st Source has offered clients a convenient and friendly way to bank for over 150 years.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Andrea Short
President
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