Apply Description

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/projectsAssist 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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