Job Responsibilities
- Act as a subject matter expert on SBA Express and small 7a loans at both BLC and CSC loan centers
- Act as primary point of client contact during the SBA eligibility phase of the process which includes obtaining critical documentation
- Monitor loans in pipeline and collaborate with internal partners during post-approval to facilitate timely closing and client satisfaction
- Adhere to defined processes to insure appropriate support of SBA products
- Prepare fair and accurate Loan Comparison Tools for SBA Solutions Consultants
- Structure and price loans for all SBA transactions adhering to bank policies and government regulations
- Monitor loans in pipeline and collaborate with internal partners during post-approval to facilitate timely closing and client satisfaction
- Manage equipment evaluation process for Business Banking
- Serve as mentor for less experienced Solutions Officers
- Assist in providing initial and follow-up training of newly hired SBA Solutions staff on SBA products and processes
- Provide product expertise to BRM as needed
Required qualifications, capabilities, and skills
- Ability to identify opportunities and issues by asking targeted questions to assess current client needs and goals
- Results-oriented, customer-focused with a bias for action and sense of urgency
- Ability to work independently with minimal supervision
- Maintain strong communication skills with individuals at all levels, internally and externally
- Proven negotiating and business credit skills
Preferred qualifications, capabilities, and skills
- Minimum of 3 years SBA or related background in relationship development
- Robust understanding of SBA programs along with industry standards and rules/regulations strongly preferred
- Bachelor’s Degree in Finance, Marketing or related business field or equivalent work experience