Funding Manager

The Funding Manager of the Equipment Finance Division ensures that all transactions are processed with optimum efficiency, timeliness, and accuracy, assuring compliance with policies and procedures. The Funding Manager is responsible for all aspects of the funding process of the division. The Funding Manager will be involved in various management meetings and other meetings as needed. The Funding Manager works with numerous third-party partners and vendors to provide solutions and support to the EF division and clients.

Provide oversight on the direction of key strategic initiatives and best practices. Generate timely, accurate and concise reports for the Equipment Finance Division and provide technology that allows easy access to data to manage portfolios and business development activities, as well as compliance, regulatory reporting and risk management. Develop integration tools to allow for additional capacity, capabilities and competitive positioning. Manage processes to ensure compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs). Chartered member of various committees. Assists with Portfolio management, documentation, contract modifications, collateral support, collections, asset disposition, assisting with internal and external audits, and providing back-up to support the division Operations Manager as requested.

Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation and timeliness. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities we serve through involvement in local organizations and events.

• Prepare, analyze and consolidate data for use in reporting of business development goals and KPI performance results.
• Facilitate business unit reporting directly, and in concert with Business Intelligence business partners.
• Administer the department funding process controls and reporting.
• Supervise interim funding and progress funding of transactions.
• Assist in the execution of Syndication activities on the buy/sell relationships.
• Manage Internal and External Audit, and Bank Examination preparation, information requests, responses, and remediation process.
• Research and recommend the acquisition of new technology to support Equipment Finance functions.
• Manage Equipment Finance regulatory training, data collection and reporting, including but not limited to Fair Lending, Regulation B, Bank Secrecy Act, Fair Credit Reporting.
• Provide oversight of policies and procedures that reduce risk of loss in the management of the Equipment Finance portfolio.
• Monitor the regulatory environment, analyze impact and update processes, procedures and systems.
• Develop training on regulatory, process and procedure changes and effectively deliver to affected staff.
• Act as project manager for department projects and assist and support the HEFS Department with special projects as needed.
• Other duties as assigned.

• Lead recruitment efforts and partner with Human Resources to recruit, hire, retain and develop a talented and diverse workforce.
• Coordinate training for new hires and in conjunction with performance and developmental needs.
• Monitor behavior and results to effectively coach and motivate team members to achieve service and sales goals.
• Prepare and conduct scheduled performance evaluations. Address and document performance issues.
• Schedule employees, manage time off requests and approve weekly timecards, if applicable.
• Responsible for building and developing a successful team as well as staff retention. Involve staff in planning, decision-making and process improvement.
• Responsible for encouraging continuous enhancement of subordinates' knowledge and competencies to foster their successful career advancement.

• Bachelor's degree in business, finance or equivalent on the job experience.
• 5 or more years' experience in Equipment Finance and/or loan operations, including Project Management and Data Governance/Reporting, or equivalent education and experience.
• Solid experience leading and developing high-performing teams with 3+ years in a management and leadership role.
• Experience with Pricing Software solutions, Tvalue, Supertrump, Infoanalysis or similar systems preferred.
• Experience with various CRM platforms.
• Data warehouse and transfer experience a plus.
• Exceptional organization, time management and follow-up skills.
• Ability to work independently with minimal supervision.
• Good presentation skills, including ability to present differing opinions.
• Strong analytical skills, including a solid understanding of bank financial statements.
• Ability to motivate or influence others and obtain cooperation and agreement on important outcomes.
• Ability to calmly and professionally deal with varying personalities from diverse cultures at all levels within and outside of the organization.
• Must be able to perform responsibilities with composure under the stress of deadlines, requirements for extreme accuracy and quality and fast pace.
• Ability to effectively handle multiple, simultaneous, and changing priorities.
• Must have proficient typing and computer skills, specifically Microsoft Word, Excel and PowerPoint.
• Must exercise the highest level of discretion on both internal and external confidential matters.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA)

Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.

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