Financing Associate

Overview

This role is an onsite position 8am-5pm Monday-Friday with the flexibility of 1 day remote post onboarding. Office Location: 3850 Priority Way South Drive, Indianapolis, IN.

Position Overview

• Serving as the go-to resource for our business clients
• Processing new business loans efficiently and within established turnaround times
• Managing payoff timelines and releases
• Reconciling monthly audit inspections and reporting findings to management
• Ensuring clients maintain compliance with their agreements
• Utilizing collection skills when needed to support portfolio performance
• Delivering best-in-class customer service with every interaction
• Developing a comprehensive understanding of bank policies, processes, and procedures

Requirements

• Banking experience preferred
• Able to effectively and professionally communicate with clients and internal team members
• Self-motivated, independent, and able to effectively utilize training and resource materials
• Proficiency with Outlook, Excel, Word
• EFFECTIVELY prepare or review of documents and reports using Microsoft Office based products, Customer Relationship Management (CRM) tools and internal work queues at a satisfactory pace.