First Merchants Corporation

Manager

• Manage, coach, mentor and lead the closing team
• Serve as liaison to accounting, boarding, vendor management, and Loan Operations
• Ensure that SBL’s loan portfolio files are complete, comprehensive, and ready for quality assurance & compliance review
• Supervise the closing team
• Conduct pre-closing file reviews
• Assist Closers with obtaining missing file information, answering questions, and troubleshooting closing issues
• Supervise Post-Closing Clerk with assigned tasks
• Consistently evaluate the pre- and post-closing functions and identify opportunities for process improvement, greater efficiencies, and better customer experiences.

Manager SBL Closing

Account Manager

• Serve as a senior leader responsible for accelerating strategic execution across FMB by aligning technology delivery with enterprise and Line of Business (LOB) priorities.
• Act as the executive steward for the Bank’s critical technology partnerships, ensuring alignment between business strategy, technology execution, and vendor delivery commitments.
• Shape demand, accelerate execution, and ensure technology initiatives are outcome-driven, risk-aware, regulator-ready, and delivered with discipline across a highly matrixed operating model.
• Partner with cross-functional Technology & PMO departments to accelerate delivery of strategic initiatives.
• Provide enterprise ownership of Whole Bank technology demand management, ensuring initiatives are aligned across Lines of Business and sequenced based on strategic value.

Technology Delivery Director

Business Development Rep

• Identify and cultivate relationships with external referral sources to maintain a consistent pipeline of high-quality new SBA loan transactions.
• Tell the SBL story while highlighting competitive advantages in the marketplace.
• Actively manage pipeline, following up on new leads in a timely manner and providing detailed feedback to prospective borrowers.
• Update pipeline tracker weekly to provide management with activity data.
• Understand and have working knowledge of FMB-SBL credit guidance.
• Source new loans that match SBL's credit parameters and enhance SBL's loan portfolio.
• Assemble standard loan packages; prepare income-statement-only spread and brief credit memo for each loan to ensure alignment with credit policy and eligibility requirements prior to submission to Underwriting.
• Work with prospective borrowers to collect required documents; organize and save documents per team protocols ensuring proper security measures of any sensitive or personally identifiable information.
• Work with borrowers to address any character issues by obtaining written explanations and any additional documentation required by the SOP.
• Participate in initial “kick-off” call with borrower and Underwriter for each loan.
• Assist Underwriters and Closers, as necessary, to gather required documentation and ensure borrower cooperation.
• Maintain positive, productive relationships with clients, external referral sources, SBL team members, and other internal stakeholders.
• Responsible for being compliant with all regulations and compliance requirements pertaining to job function.
• Carry out such other duties as may be assigned or requested.

Manager SBL Closing

Technology Delivery Director

Business Development Officer