Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Technology Lending Associate in Dallas, TX. The Technology Lending Associate provides ongoing portfolio management of existing credit portfolios; financial reporting, borrowing base requests, quarterly/annual compliance, annual reviews, modifications, and amendments. This position serves as the second point of contact on all credits in the credit portfolio – addressing ad hoc requests/questions from Borrower’s and Agent Bank’s (in syndicated situations). The Technology Lending Associate will play a key role in evaluating new transactions, managing the underwriting processes, closing mandated transactions, ongoing monitoring of all credits, and sourcing new transactions and opportunities for the Bank.
- Perform the initial screening of new transactions.
- Create a diligence request/questions list in preparation for introductory calls.
- Formulate and correspond with prospective clients in gathering all diligence materials.
- Lead the preparation of the Large Dollar Call screening memo.
- Responsible for engaging and guiding the underwriting process for new transactions.
- Assist Team Lead in the preparation of preliminary IOIs and term sheets.
- Direct communication with the credit department to ensure transactions are staying timely and ongoing management of the underwriting process for the LOB.
- Play a key role in the formulation and editing of credit packages, working hand in hand with the PM to fine-tune all credit product work
- Administer the preparation and negotiation of legal documentation as well as coordinate a direct line of contact with the Loan Doc Review team.
- Participate in calling efforts (introductory calls with new sponsors, breakfast/lunch/coffee appointments).
- Responsible for organizing the shared drive in a uniform manner and ensuring that each file is consistently up to date.
- Responsible for keeping all nCino related items/inputs up to date and organized. Will serve as the direct “subject expert” for all nCino related tasks/projects
- Assist the SRA’s in collecting KYC items for the closing process as well as assisting Treasury Management in running their process on opening new accounts.
- Maintain a direct line of communication with SRA’s in regard to upcoming closings, and any related tasks. Communicate with SRA daily.
- Responsible for uploading all reporting requirements to nCino and saving them into the shared drive. Includes clearing exceptions and ensuring past dues/ticklers are satisfied in a timely manner.
- Participate in all credit conversations and be expected to present certain credits to the credit committee.
Education / Experience Preferred:
- Bachelor’s Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master’s Degree or MBA preferred.
- Three to five years of commercial banking experience including portfolio management and underwriting experience.
- Ability to sell effectively to prospects and clients.
- Formal credit training such as RMA or Regional or State Banking School preferred.
- Must possess strong leadership and strategic management skills.
- Well-developed analytical, decision-making, and problem-solving skills.
- Must possess excellent verbal, interpersonal, and communication skills.
- Must be proficient in Microsoft Office Suite and Excel and Word specifically.
- Must be able to work flexible hours.
Pay is dependent on knowledge, skills, abilities, experience, and location.
Sunflower Bank Benefits
Employees enjoy outstanding benefits, including:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
Plus many more employee perks & incentives!
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
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