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Financing Associate

First Business Bank
Posted 10 days ago, valid for 21 days
Location

Indianapolis, IN, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Join First Business Bank as a Financing Associate, a role that emphasizes client focus and employee engagement.
  • This onsite position requires a motivated individual with banking experience and offers a salary of $50,000 to $60,000 annually.
  • The Financing Associate will be the primary contact for business clients, managing loan details and ensuring compliance with agreements.
  • Candidates should possess proficiency in Microsoft Office and effective communication skills, along with the ability to work independently.
  • The role allows for one day of remote work after onboarding, with a commitment to valuing diversity and community improvement.
Join the winning team at First Business Bank as a Financing Associate!
First Business Bank is a Top Workplaces USA company, learn more here. 
  
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!  
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. 
We’re looking for a motivated, detail-oriented Financing Associate to support our business clients with their loan details. 
The Financing Associate is the primary point of contact for our clients, ensuring their day‑to‑day needs are met with accuracy, urgency, and care.

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.



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