1st Source Bank · 1 day ago
Sales Support Specialist I, South Bend, IN
South Bend, Indiana, United States
Full-time
Onsite
Mid, Senior Level
5+ years exp1st Source Bank is a financial institution seeking a Sales Support Specialist I. This role is responsible for supporting the Division President and Relationship Sales Officers by facilitating client requests and preparing documentation for loan operations.
BankingFinanceFinancial Services
Responsibilities
Assists the Relationship Sales Officers (RSO) and serves as a back-up
Helps the RSO prepare deals by collating minimum underwriting requirements including applications, financial information, operational history, etc., and then forward the deal to the appropriate value stream members
Facilitates the rapid and orderly flow of client requests through SFG value stream (Credit, Loan Operations and Accounting departments)
Prepares documentation requests (i.e., SourceLink) to send on to the Credit department
Follows up on funding items, works closely with Loan Operations, the Customer and RSOs
Reviews loan/lease approvals with RSOs and prepares deals for Loan Operations
Reviews loan/lease documentation with customers, answers inquiries
Follows up on Credit Exception back log and Loan Operations exceptions
Assists with implementation, training, and follows up on cross-selling opportunities
Prepares and makes recommendations to management, on a regular basis, to assist business clients
Reviews and researches requests for management
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
Periodically attends industry tradeshows with RSOs
Performs all other duties as assigned
Qualification
Required
Assists the Relationship Sales Officers (RSO) and serves as a back-up
Helps the RSO prepare deals by collating minimum underwriting requirements including applications, financial information, operational history, etc., and then forward the deal to the appropriate value stream members
Facilitates the rapid and orderly flow of client requests through SFG value stream (Credit, Loan Operations and Accounting departments)
Prepares documentation requests (i.e., SourceLink) to send on to the Credit department
Follows up on funding items, works closely with Loan Operations, the Customer and RSOs
Reviews loan/lease approvals with RSOs and prepares deals for Loan Operations
Reviews loan/lease documentation with customers, answers inquiries
Follows up on Credit Exception back log and Loan Operations exceptions
Assists with implementation, training, and follows up on cross-selling opportunities
Prepares and makes recommendations to management, on a regular basis, to assist business clients
Reviews and researches requests for management
Responsible for the completion of all compliance training related to the position
Must understand all applicable laws and regulations that apply to the position and comply with the requirements
Good PC skills--proficiency in Microsoft Word, Excel, PowerPoint, InfoAnalysis or like structure/pricing software, CRM
Able to occasionally work on weekends for special projects and also extended regular hour week hours to support west coast clients and referral sources
High degree of self-motivation and ability to work independently
Outstanding client interaction, sales and service skills
Excellent written and verbal communication skills
Good phone skill/techniques
Strong time management, organization and prioritization skills
Able to work under time deadline pressures
Ability to work in a high energy, fast paced and cross functional, team environment
Ability to maintain high levels of confidentiality
Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc
Preferred
Five (5) or more years of relevant business experience preferred
Prior documentation, credit, accounting and/or sales experience preferred
Bachelors Degree 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
Recent News
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