Financing Associate
First Business Bank (FBB) · Bank
- Indianapolis, United States
- Remote
- Grade Associate
- Full-Time
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This role is an onsite position 8am-5pm Monday-Friday with the flexibility of 1 day remote post onboarding.
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
POSITION 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.
- Specialty Finance
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