Lender II, SFG-Construction Equipment Finance, Southeast Territory
South Bend, Indiana, United States · On-site
Senior
POSITION SUMMARY Responsible for soliciting, developing and funding loans to new and existing Specialty Finance clients. ESSENTIAL REQUIREMENTS Responsible for actively soliciting and developing new customer relationship…
Loan Funding Specialist, Credit, South Bend, IN (On-Site)
South Bend, Indiana, United States · On-site
Entry level
POSITION SUMMARY Responsible for reviewing loan transactions/funding requests for customers of the Auto Rental, Auto Lease, Trucking & Truck Lease divisions that require independent, discretionary judgment for proper app…
Skills: Loan Review, Credit Compliance, Financial Statement Spreading, Collateral Evaluation, Microsoft Word
Commercial Banking Development Participant, South Bend, IN (2027 Cohort)
South Bend, Indiana, United States · On-site
Entry level
POSITION SUMMARY Transitions through departments on a specified curriculum designed by the department to provide an overview of the Commercial Banking Development role, meets with department managers and staff throughout…
Skills: Written Communication, Verbal Communication, Analytical Skills, Presentation Skills, Microsoft Word
Teller (Client Services Representative), Airport Banking Center, South Bend, IN
South Bend, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes f…
Skills: Cash Handling, Customer Service, Financial Transactions, Cross-selling, Problem Resolution
Teller (Client Services Representative), Western Avenue Banking Center, South Bend, IN
Saint Joseph County, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes f…
Skills: Cash Handling, Customer Service, Cross-selling, Problem Resolution, Time Management
Teller (Client Services Representative), Notre Dame Banking Center, Notre Dame, IN
Saint Joseph County, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes f…
Skills: Cash Handling, Customer Service, Financial Transactions, Cross-selling, Problem Resolution
Teller (Client Services Representative), Maple Lane Banking Center, South Bend, IN
Saint Joseph County, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes f…
Deposit Account Servicing Representative I, Deposit Services Department, South Bend, IN
South Bend, Indiana, United States · On-site
Entry level
POSITION SUMMARY Responsible for performing maintenance on existing accounts, processing exception items through online decision support, and resolving issues related to client deposits and returns. ESSENTIAL RESPONIBILI…
Skills: Deposit Operations, Positive Pay, ACH Returns, Account Maintenance, Bank Transaction Entries
Cards & Payments Representative I, Cards & Payments Department, South Bend, IN
South Bend, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides administrative support to one or more individuals in the Cards and Payments department. Responds to inquiries from other areas in the Bank. ESSENTIAL REQUIREMENTS Performs a variety of duties to…
Skills: Organizational Skills, Attention To Detail, Decision Making, Teamwork, Customer Service
Teller (Client Services Representative), Elkhart West Banking Center, Elkhart, IN
Elkhart, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes f…
Skills: Cash Handling, Customer Service, Financial Transactions, Cross-selling, Problem Resolution
POSITION SUMMARY Provides administrative support to one or more individuals in the Loan Services department ESSENTIAL REQUIREMENTS Performs a variety of administrative duties to assist in the smooth and efficient daily o…
Skills: Administrative Support, Microsoft Word, Microsoft Excel, Document Imaging, Indexing
Compliance Officer, Retirement Plan Services (RPS), South Bend, IN
South Bend, Indiana, United States · On-site
Senior
POSITION SUMMARY Responsible for ensuring that all retirement plans administered by the organization comply with applicable federal regulations, including ERISA, IRS, and Department of Labor (DOL) requirements. This role…
Investment Management Group Analyst, South Bend, IN
South Bend, Indiana, United States · On-site
Entry level
POSITION SUMMARY Responsible for trading and investment research and provides additional support to the portfolio managers. ESSENTIAL REQUIREMENTS Executes trades from various staff members who have authority. Executes t…
POSITION SUMMARY Responsible for the administration of accounts, involving one of the following areas: trusts, estates or agencies; represents the company in business activities and contacts with customers, attorneys, an…
Skills: Trust Administration, Estate Administration, Relationship Management, Microsoft Word, Microsoft Excel
Teller (Client Services Representative), Float, Fort Wayne Region, Fort Wayne, IN
Fort Wayne, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes f…
Skills: Cash Handling, Customer Service, Cross-selling, Problem Resolution, Time Management
Coordinator, Business Banking Administrator, South Bend, IN
South Bend, Indiana, United States · On-site
Senior
POSITION SUMMARY Responsible for providing administrative support; including correspondence, memos, reports, and other documents which may be complex and/or confidential in nature; may perform analysis for key bank analy…
Skills: Administrative Support, Microsoft Word, Microsoft Excel, Microsoft Outlook, Calendar Management
POSITION SUMMARY Responsible for training and supervising staff in respective Loan Operations Department. Mentors and provides guidance to Operations staff on handling complex transactions. ESSENTIAL REQUIREMENTS Acts as…
Skills: Loan Operations, Staff Supervision, Fannie Mae Guidelines, Freddie Mae Guidelines, FHA/VA Guidelines
Hiring Event for Tellers and Personal Bankers in St. Joseph County, IN! Monday, July 20th, 9am-4pm at the Corporate Office Downtown South Bend
South Bend, Indiana, United States · On-site
Entry level
1st Source Bank is hosting a Hiring Event for Tellers and Personal Bankers on Monday, July 20, 2026, from 9am-4pm (Eastern) at our Corporate Headquarters in Downtown South Bend, IN. Located at 100 North Michigan Street, …
Skills: Customer Service, Cash Handling, Financial Transactions, Cross-selling, Problem Resolution
Teller (Client Services Representative), South Bend Main Office Banking Center, South Bend, IN
South Bend, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes f…
Skills: Cash Handling, Customer Service, Cross-selling, Problem Resolution, Time Management
Teller (Client Services Representative), Ireland Road Banking Center, South Bend, IN
South Bend, Indiana, United States · On-site
Entry level
POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes f…
Skills: Cash Handling, Customer Service, Financial Transactions, Cross-selling, Problem Resolution
Lender II, SFG-Construction Equipment Finance, Southeast Territory
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Full-time
bachelor degree, postgraduate degree, professional certificate
Posted 2d ago
~40 hrs/week
Responsibilities
Responsible for soliciting, developing, and funding loans for Specialty Finance clients while managing portfolio growth and credit quality. The role involves collaborating with internal teams to service existing clients and identifying cross-selling opportunities to deepen bank relationships.
Requirements
Preferred experience includes 5 to 8 years in commercial equipment finance with a proven track record of new business generation. A Bachelor's degree is preferred, and a Certified Lease & Finance Professional (CLFP) certification is desired.
Full job description
POSITION SUMMARY
Responsible for soliciting, developing and funding loans to new and existing Specialty Finance clients.
ESSENTIAL REQUIREMENTS
Responsible for actively soliciting and developing new customer relationships in assigned market areas.
Responsible for managing the ongoing Sales relationship, funding, and boarding loans, and other ongoing client services and administration.
Drives and manages the portfolio growth, depository targets, and credit quality of existing accounts to ensure departmental targets and goals are achieved by working in a collaborative manner with Value Stream Team members.
Works with Deposit Officer, Credit, Loan Operations, and Accounting teams in establishing new client relationships and servicing of existing clients.
Attends to the individual needs of SFG clients seeking loans, evaluates the financial condition of the client, the value of the pledged collateral, and the client’s management effectiveness and competency.
Identifies opportunities and promotes cross selling opportunities by actively engaging other areas of the bank (Deposit, SBA, WAS, Insurance, etc.) to deepen the relationship.
Develops, maintains, and executes the Pipeline Report and follows up on all prospective clients.
Actively utilizes InSight (Salesforce) system by populating new client leads, referrals, opportunities, and maintains a daily follow up on all tasks for prospective and existing clients.
If applicable, responsible for the supervision of assigned staff and exercises 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.
Completes all compliance training related to the position.
Understands all applicable laws and regulations that apply to the position and complies 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 preferred.
Prior experience in commercial equipment finance (ie., 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.
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.
Related keywords
Construction Equipment FinanceSpecialty FinanceLendingCredit QualityPipeline ReportInSightSalesforceCLFPCommercial FinanceCollateral EvaluationSBAInsurancePortfolio GrowthDepository Targets
Our mission is to help our clients achieve security, build wealth, and realize their dreams.
Industry
Banking
Company size
1,001-5,000 employees
Founded
1863
Headquarters
South Bend, IN
LinkedIn followers
9,134
Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind.
1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices.
We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams.
Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business.
Member FDIC | Equal Housing Lender
Offices: 1st Source Bank, 100 North Michigan Street, South Bend, IN 46601, US · 518 North Michigan, Argos, IN 46501, US · 124 South Main Street, Bluffton, IN 46714, US · 1409 West Plymouth, Bremen, IN 46506, US · 800 Indian Boundary Road, Chesterton, IN 46304, US
Retail BankingPrivate BankingBusiness BankingOnline Banking and Bill Payment ServicesCash Management ServicesTrust and Wealth ManagementInvestmentsFinancial PlanningInsuranceSpecialty Finance
Our mission is to help our clients achieve security, build wealth, and realize their dreams.
Industry
Banking
Company size
1,001-5,000 employees
Founded
1863
Headquarters
South Bend, IN
LinkedIn followers
9,134
Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind.
1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices.
We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams.
Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business.
Member FDIC | Equal Housing Lender
Offices: 1st Source Bank, 100 North Michigan Street, South Bend, IN 46601, US · 518 North Michigan, Argos, IN 46501, US · 124 South Main Street, Bluffton, IN 46714, US · 1409 West Plymouth, Bremen, IN 46506, US · 800 Indian Boundary Road, Chesterton, IN 46304, US
Retail BankingPrivate BankingBusiness BankingOnline Banking and Bill Payment ServicesCash Management ServicesTrust and Wealth ManagementInvestmentsFinancial PlanningInsuranceSpecialty Finance