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Career Opportunities

Oak Street Funding, an Equal Opportunity Employer, is always looking for talented individuals to join our team and contribute to the Company's overall success. We provide competitive compensation and benefits and the opportunity to be part of a fast-paced, growing company. See below for a listing of our current career opportunities. Also, as opportunities may change, you can contact HR directly to inquire or submit a resume for consideration (HR@oakstreetfunding.com).


Position Descriptions
Commercial Lending Officer
Location: Indianapolis, Indiana
Schedule: Full-time

Position Description:
  • Solicit and communicate with potential borrowers through various forms of direct communication including phone, email, and in person
  • Market the various products to potential customers
  • Perform initial review of loan applications to determine eligibility
  • Structure commercial loan terms in accordance within established guidelines
  • Work with various departments to ensure an efficient loan process for borrower

Requirements:
  • Previous commercial lending or insurance experience preferred
  • Detail oriented with excellent written and oral communication skills
  • Proficient in Outlook, Word, Excel and Explorer
  • Must be adaptable and capable of changing your sales process as needed
  • Must be self motivated and ability to work in goal oriented structure
  • Previous phone sales experience
  • College degree or comparable business experience


Lead Development Specialist
Location: Indianapolis, Indiana
Schedule: Full-time

Position Description:
The Lead Development Specialist is responsible for originating appointments for our Commercial Loan Officers, utilizing selling techniques to cultivate relationships that ultimately lead to appointments. Essential functions include:
  • Contacts potential clients with a prepared script to sell the benefits of an appointment with one of our Commercial Loan Officers
  • Advises prospective insurance business owners on impacts of funding business growth
  • 90% of efforts focused on driving sales through outbound sales calls and correspondence
  • Handles multiple tasks with little supervision
  • Works in conjunction with our Sales Team to ensure all appointments are properly documented, tracked & properly updated
  • Maintains database by entering, verifying, and updating information
  • Maintains highest levels of quality service by following organization standards
  • Contributes to team effort by accomplishing related results as needed

Requirements:
  • Proven experience & results in a telemarketing/sales role
  • Established track record in an outbound originations environment
  • Excellent verbal communication skills
  • Organized with analytical skills
  • Detail and results oriented
  • Strong PC skills


Account Manager
Location: Indianapolis, Indiana
Schedule: Full-time

Position Description:
  • Service OSF's and OSS's loan portfolio
  • Communicate frequently with customers on receiving accurate and timely commission information
  • Ensure all cash collateral accounts are sufficiently funded and reconciled daily
  • Responsible for updating cash and commission log daily
  • Funding Process of Commercial Loans
  • Creation of ACH and wires
  • Sedning monthly invoices to OSS's loan portfolio
  • Work with the collection department to ensure defaults are cured within guidelines
  • Run and review performance reports
  • Responsible for recommendation of refinances, interest only extension, amendments and exception releases
  • Work with sales and underwriting team to increase efficiencies through improved processes
  • Responsible for creating efficiencices with the service process
  • Provide reports to management regarding the performance of the loan portfolio
  • Handle special projects or assignments as needed

Requirements:
  • Minimum two years experience in insurance/banking related field is desired
  • Proficient in Microsoft Products
  • Proficient in using Excel Macros
  • Proficient in web searches and programs
  • Ability to read and comprehend insurance commission and financial statements
  • Organized with the ability to multi-task
  • Detail and results oriented
  • Excellent written and verbal communication skills
  • Must have the ability to work in a high production and structured environment and possess strong customer service skills
  • Self motivator in team environment


Business Development Manager
Location: Indianapolis, Indiana
Schedule: Full-time

Position Description:
  • Researching actively for potential clients & partners
  • Pursuing and maintaining new business relationships
  • Understanding and obtaining the needs of the clients
  • Preparing various presentations, coordinating partner meetings, and regularly attending trade shows, conferences and events
  • Following up with partners continuously and responding to their inquiries
  • Prepare business development strategies according to the needs of each partner as aligned with the strategic goals of Oak Street Funding
  • Securing business opportunities by cultivating mutually beneficial business relationship with current and potential clients

Requirements:
  • Minimum five years of B-to-B sales experience with concentration in commercial lending and/or the insurance industry with proven ability to close large strategic deals
  • Existing network of relationships with agencies and carriers preferred
  • Ability to nurture, grow and retain existing client relationships
  • Strong articulate writer/speaker/presenter/relationship-builder with a creative ability to represent the company's value proposition as it relates to the prospective client's business
  • Detail oriented with strong organization skills. Understanding and use of project management methodology is expected
  • Possess a strong business and social acumen which is effective in interactions with internal team members and external partners. Must be entrepreneurial & self motivated with the ability to work in a fast-paced goal oriented structure
  • Position requires some travel
  • Proficient in Outlook, Word, Excel, and Explorer
  • Minimum of a bachelor's degree or equivalent experience


Senior Analyst, Strategic Markets
Location: Indianapolis, Indiana
Schedule: Full-time

Position Description:
  • Autonomously conducts financial, industry, and credit analysis including gathering, analyzing, and interpreting all types of credit information, including analysis of collateral at policy level detail; credit; structure; insurance carriers; cash flow and other financial ratios
  • Reviews financial statements, projections and all other relevant financial and non-financial data to develop a succinct analytical foundation for a credit decision
  • Analysis of legal entity organizational structure and key relationships / contracts
  • Determine loan creditworthiness through analysis of credit, cash flow, book of business, carrier contracts and financial statements
  • Projects profitability through detailed financial projections incorporating financial and non-financial issues to structure financial covenants
  • Ensures structuring decisions reflect commitment to strong asset quality
  • Provides value-added feedback to the Director of Underwriting and/or the Credit Committee
  • Prepares comprehensive credit approval summaries for recommendation and presentation to the Director of Underwriting and/or Strategic Markets team
  • Participates in client introductory calls, subsequent information development calls with potential clients and on-site visits
  • May perform due diligence site visits at the prospective clients' and/or seller's agencies
  • Works closely with the Strategic Markets team to advise and structure potential loans
  • Adheres to federal and state regulatory requirements
  • Other duties as defined by management

Requirements:
  • Bachelor's degree in accounting, finance or economics or equivalent experience in credit analysis and/or loan review
  • Prior experience of at least five years in Commercial Banking & Underwriting is required with extensive experience underwriting loan amounts of $5 million to $20 million
    -OR- Insurance industry experience in finance, accounting, mergers & acquisitions or public accounting experience in the insurance industry
    -OR- Private equity or investment banking experience in the insurance industry
  • Must be able to multi-task and work with little direction
  • Experience with commercial loan or transaction closing process
  • Comprehensive understanding of general economic theory as it relates to lending and business
  • Advanced knowledge of credit analysis, underwriting, administration policies and procedures with the ability to analyze risk and make appropriate recommendations to credit policy. Understanding of the need to balance business development with asset quality
  • Deep knowledge of federal and state laws and regulatory requirements specific to commercial lending
  • Ability to organize and meet set performance metrics in productivity, quality, and required service levels
  • Strong written and verbal communications skills. Must have the ability to write succinct credit summary recommendations
  • Unique ability to communicate with potential clients and guide them through the process from a sales and underwriting perspective
  • Proficient computer skills including but not limited to Microsoft Office with emphasis in Word, Excel, Power Point and web research
  • Understanding and experience with the insurance industry is a plus
  • Ability to travel, perhaps up to 50%


Commercial Loan Underwriter
Location: Indianapolis, Indiana
Schedule: Full-time

Position Description:
  • Responsible for loan asset quality
  • Responsible for underwriting and all due diligence for commercial loan files
  • Determine loan creditworthiness through analysis of credit, cash flow, book of business, carrier contracts and financial statements
  • Validate collateral of applicant through analysis of applicants policies in their book of business
  • Administer OSF loan documents for closing of loans
  • Adhere to OSF lending guidelines
  • Works with applicants to obtain and analyze documentation and information necessary to make independent decisions on loan files according to OSF lending guidelines
  • Work with servicers to maintain portfolio quality
  • Works with sales force on loan structuring
  • Assist with mentoring new employees to Oak Street Funding
  • Adhere to Federal and State lending regulations
  • Other duties as requested by Senior Management

Requirements:
  • Minimum 2 years underwriting experience
  • Excellent written and verbal communication skills
  • Organized with analytical skills
  • Detail and results oriented


Software Developer
Location: Indianapolis, Indiana
Schedule: Full-time

Position Description:
Contribute to the continued leveraging of technology in a growing company. Development is primarily focused on VB.NET utilizing a SQL Server back end database. Additional responsibilities will include computer / network maintenance and support, strategic technology planning, purchasing, third party integration, etc.

Requirements:
  • Proven Ability to design software
  • Relational Database Design
  • VB.NET!
  • Experience with Windows servers and workstations
  • Basic understanding of networking
  • Problem solving skills
  • STRONG mathematical skills


Commercial Loan Coordinator
Location: Indianapolis, Indiana
Schedule: Full-time

Position Description:
This position serves as a liaison between the Underwriting and Sales departments. Loan coordinators provide administrative support to the loan process. The coordinator is responsible for starting the documentation process for the loan and entering the collected data into the lending software system. They are also responsible for checking all of the collected information for accuracy and completeness. The coordinator assembles and coordinates the forwarding of materials from the client to the underwriting department for analysis. In addition, coordinator may have to work with 3rd parties and other vendors to obtain necessary information. Communicating all document changes, updates and additions is the responsibility of the coordinator. Candidate will work closely with Sales, customers and Underwriting.
  • Responsible for reviewing loan files for accuracy & completeness
  • Reviews all loan file documents, orders necessary supporting documentation, and requests additional information as needed from borrower
  • Assure that all customer files are complete and in compliance with regulatory and internal policies
  • Maintains positive working relationship with loan officers, third parties and other vendors
  • Provide support to Senior Loan Coordinator & Underwriting team by completing data entry
  • Provide support to Senior Loan Coordinator & Underwriting team by understanding, generating, sending and receiving OSF loan documents to Borrowers
  • Work with borrowers and carriers to facilitate the commission redirect and commission assignment process
  • Evaluation of financial statements, historical trends, projections, cash flow and collateral analysis
  • Responsible for loan administrative duties such as filing, auditing files, and scanning documents
  • Other initiatives deemed necessary to assist the Sales & Underwriting Department in meeting goals and directives to improve company performance

Requirements:
  • Bachelor's degree preferred
  • Minimum 2 years Lending or Insurance industry experience
  • Microsoft Office proficiency is required
  • Able to work independently and aggressively to accomplish objectives and meet deadlines
  • Able to communicate and work efficiently internally and with borrowers
  • Ability to handle multiple tasks and frequent interruptions
  • Ability to handle stressful situations with calmness and courtesy
  • Ability to communicate effectively, both orally and in writing
  • Individual organizes, prioritizes and plans work activities and uses time efficiently
  • Ability to prioritize duties and develop system that triggers action in own workflow
  • Individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, tight deadlines, delays or unexpected events


How To Apply
Submit your resume and cover letter to Human Resources via email at HR@oakstreetfunding.com. Or you can fax your information to 317-805-2490. Our mailing address is: Oak Street Funding 8888 Keystone Crossing, Suite 1700 Indianapolis, IN 46240


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Customer & Employee Experience

Best Place to Work in Indiana

Oak Street Funding has a strong reputation of being a top-notch organization. The company has always believed hiring the right people is the first step to success. As an organization, we strive to find the right people and provide them all the resources needed to achieve both personal and organizational goals.

A natural by-product of having the right team and maintaining a strong culture is an exceptional level of customer service. Combined, the Employee and Customer Experience represent a strategic focus for the organization called . Our goal is to exceed the expectations of both our employees and our customers and place both at the forefront of our planning, decision making, and execution of daily tasks.

As a result of this focus, our Net Promoter Score (NPS), which is a widely accepted standard for measuring customer satisfaction, consistently ranks well above the top scores in the nation. What's more, employee opinions about working for the company have earned Oak Street the honor of Best Places to Work in Indiana for three consecutive years (2013 - 2015).