Financing Associate

First Business Bank; Indianapolis (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

First Business Bank is seeking a motivated Financing Associate in Indianapolis to support business clients with loan details on a predominantly onsite basis. You will serve as the primary contact for clients, ensuring accurate and timely handling of loan information and related processes.

The role requires effective communication, attention to detail, and the ability to navigate bank policies and procedures. Onboarding includes one remote work day per week, with office hours 8am–5pm.

Qualifications

• Banking experience preferred.
• Effective communication with clients and team members.
• Self-motivated, independent and resourceful.

Responsibilities

• Serve as the go-to resource for business clients.
• Process new business loans efficiently within turnaround times.
• Manage payoff timelines and releases for loans.
• Reconcile monthly audits and report findings to management.
• Ensure clients stay compliant with loan agreements.
• Deliver best-in-class customer service with every interaction.

Skills

Banking experience

Communication skills

Self-motivated

CRM software

Tools

CRM software

Outlook

Excel

Word

Job description

Join the winning team at First Business Bank as a Financing Associate!
First Business Bank is aTop 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.