Lender II, SFG-Aircraft Finance, South Central US Territory
1st Source Bank, South Bend, Indiana, us, 46626
Position Summary
Position Summary
Responsible for soliciting, developing and funding loans to new and existing Specialty Finance clients.
Essential responsibilities and qualifications are listed below to reflect the role, duties, and requirements.
Responsibilities
Actively solicit and develop new customer relationships in assigned market areas.
Manage the ongoing sales relationship, funding, and boarding of loans, and other ongoing client services and administration.
Drive and manage portfolio growth, depository targets, and credit quality of existing accounts to achieve departmental targets and goals by collaborating with Value Stream Team members.
Collaborate with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing existing clients.
Attend to the individual needs of SFG clients seeking loans; evaluate the client’s financial condition, the value of pledged collateral, and the client’s management effectiveness and competency.
Identify opportunities and promote cross-selling by 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) by populating new client leads, referrals, opportunities, and maintaining daily follow-up on all tasks for prospective and existing clients.
If applicable, supervise assigned staff and exercise 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.
Complete all compliance training related to the position.
Understand all applicable laws and regulations that apply to the position and comply with the requirements.
Non-essential Functions Performs all other duties as assigned.
Experience/Skills
Five (5) to eight (8) years experience preferred or equivalent experience in a related field.
Prior experience in commercial equipment finance (i.e., 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.
Education/Certification Bachelor’s Degree preferred; MBA preferred. Certified Lease & Finance Professional (CLFP) certification preferred. Pilot's license preferred.
Travel Requirements 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.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
Equipment MS Office PC, fax, phone and standard office equipment.
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Responsible for soliciting, developing and funding loans to new and existing Specialty Finance clients.
Essential responsibilities and qualifications are listed below to reflect the role, duties, and requirements.
Responsibilities
Actively solicit and develop new customer relationships in assigned market areas.
Manage the ongoing sales relationship, funding, and boarding of loans, and other ongoing client services and administration.
Drive and manage portfolio growth, depository targets, and credit quality of existing accounts to achieve departmental targets and goals by collaborating with Value Stream Team members.
Collaborate with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing existing clients.
Attend to the individual needs of SFG clients seeking loans; evaluate the client’s financial condition, the value of pledged collateral, and the client’s management effectiveness and competency.
Identify opportunities and promote cross-selling by 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) by populating new client leads, referrals, opportunities, and maintaining daily follow-up on all tasks for prospective and existing clients.
If applicable, supervise assigned staff and exercise 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.
Complete all compliance training related to the position.
Understand all applicable laws and regulations that apply to the position and comply with the requirements.
Non-essential Functions Performs all other duties as assigned.
Experience/Skills
Five (5) to eight (8) years experience preferred or equivalent experience in a related field.
Prior experience in commercial equipment finance (i.e., 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.
Education/Certification Bachelor’s Degree preferred; MBA preferred. Certified Lease & Finance Professional (CLFP) certification preferred. Pilot's license preferred.
Travel Requirements 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.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
Equipment MS Office PC, fax, phone and standard office equipment.
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