Lender II, SFG-Construction Equipment Finance, Northwest Territory (Alaska, Washington, Oregon, and northern California)

1st Source•South Bend, IN

11d•Remote

About The Position

Responsible for soliciting, developing and funding loans to new and existing Specialty Finance clients. This role involves actively soliciting and developing new customer relationships in assigned market areas, managing ongoing sales relationships, funding and boarding loans, and providing other client services and administration. The position drives portfolio growth, depository targets, and credit quality of existing accounts, collaborating with Value Stream Team members. It also involves working with Deposit Officers, Credit, Loan Operations, and Accounting teams to establish new client relationships and service existing ones. The Lender II evaluates clients' financial condition, collateral value, and management effectiveness, identifies cross-selling opportunities, and develops/maintains a Pipeline Report. Utilization of the InSight (Salesforce) system for client leads, referrals, and opportunities is required. If applicable, this role may include supervision of assigned staff.

Requirements

Five (5) to eight (8) years experience preferred or equivalent experience in a related field preferred.
Prior experience in commercial equipment finance (ie., auto, aviation or heavy equipment) 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.
Must have valid driver’s license.
Regular and predictable attendance is an essential requirement of the position.

Nice To Haves

Bachelor’s Degree preferred
MBA preferred
Certified Lease & Finance Professional (CLFP) certification preferred

Responsibilities

Actively solicit and develop new customer relationships in assigned market areas.
Manage ongoing Sales relationship, funding, and boarding loans, and other ongoing client services and administration.
Drive and manage the portfolio growth, depository targets, and credit quality of existing accounts.
Work in a collaborative manner with Value Stream Team members.
Work with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing of existing clients.
Attend to the individual needs of SFG clients seeking loans.
Evaluate the financial condition of the client, the value of the pledged collateral, and the client’s management effectiveness and competency.
Identify opportunities and promote cross selling opportunities by actively engaging other areas of the bank (Deposit, SBA, WAS, Insurance, etc.) to deepen the relationship.
Develop, maintain, and execute the Pipeline Report and follow up on all prospective clients.
Actively utilize InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintain 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.
Complete all compliance training related to the position.
Understand all applicable laws and regulations that apply to the position and comply with the requirements.