Lender II, SFG-Construction Equipment Finance, Southeast Territory
On-siteSouth Bend, Indiana, United States
Job Summary
Solicit, develop, and fund loans for new and existing Specialty Finance clients while managing ongoing sales relationships, loan funding, and client administration. Drive portfolio growth, depository targets, and credit quality through collaboration with Value Stream Team members, Deposit Officer, Credit, Loan Operations, and Accounting. Evaluate client financial conditions, pledged collateral value, and management competency to identify cross-selling opportunities across Deposit, SBA, WAS, and Insurance areas. Maintain the Pipeline Report, utilize InSight (Salesforce) for lead tracking, and actively follow up on prospective and existing clients. Requires valid driver's license, frequent overnight travel for customer visits and auctions, and completion of all compliance training.
Required Qualifications
- Valid driver's license
- Regular and predictable attendance
- Proficiency in Microsoft Word
- Proficiency in Microsoft Excel
- 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
Desired Qualifications
- 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
- Bachelor's Degree preferred
- MBA preferred
- Certified Lease & Finance Professional (CLFP) certification preferred
- 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
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