Agency Finance Analyst

First Mid Bank & Trust•Indianapolis, IN

About The Position

The Agency Finance Analyst assists the Agency Finance Loan Servicing Manager and the Agency Finance Senior Credit Analyst in their duties to underwrite and monitor the Agency Finance loan portfolio. Acts as liaison between supporting departments within the Bank for certain responsibilities.

Requirements

BA or BS degree in Finance, Accounting, Business Administration or related degree
4 years of relevant experience preferably within a lending or insurance environment
Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner
Strong interpersonal skills to interact with customers and support department personnel in a professional manner
Strong organizational skills with the ability to manage a large number of data points and documentation in an efficient and organized manner
Proficiency in using Word, Excel, Outlook and technical ability to learn new software
Ability to work in a dynamic environment and comfortable with change
Ability to communicate effectively in writing and orally as well as having excellent proofreading skills

Nice To Haves

Working knowledge of insurance industry preferred but not required
Power BI knowledge a plus

Responsibilities

Organizes and prepares inventory of incoming data files from prospective or current borrowers
Prepares initial data entry of financial statements and other reports into credit approval templates
Prepares CIP forms and gathers CIP checklist items from borrowers
Performs credit report pulls and background checks on prospective and current borrowers
Prepares account forms for branch opening of deposit accounts for Agency Finance customers
Prepares Loan Data Sheet for approved loans in preparation for Central Loan Processing submission
Prepares Allstate Intake forms for Allstate related loans
Assists in gathering preclosing documentation requirements
Prepare Draw Request forms for line of credit draws and calculates the related borrowing base
Requests, reviews and delivers payoff letters requested by borrowers
Handles customer inquiries related to loan and deposit account activity
Monitors and investigates transactional activity in restricted deposit account
Monitors other revenue data in the portfolio and gathers necessary information to maintain timely data
Requests and monitors collection from borrowers of post close financial statements and other required documentation
Prepares data entry of financial statements and other reports in annual review templates
Provide back up support for Loan Document Servicing Specialist
Completes required training associated with job function
Other responsibilities as assigned to assist in the underwriting and monitoring of the Agency Finance portfolio