Senior SBA Relationship Manager
Core
Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet for businesses with $3M–$10M annual sales, utilizing SBA products and loan sizes between $500k–$5M.
Role type
Senior SBA Relationship Manager (Sales IC)
Builds
New client relationships and expanded loan portfolios for small-to-medium businesses
Domain
Commercial Banking / Small Business Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
SBA lending expertise (7a, 504, Express), consultative sales techniques, client needs analysis, cross-selling strategies, regulatory compliance, credit analysis, risk assessment, competitive positioning, pipeline generation via COIs, loan documentation management
Preferred skills
Bachelor's degree in business, 5+ years SBA lending experience, community organization engagement, underwriting process facilitation
Technologies
PC/laptop, loan documentation systems, financial data analysis tools
Responsibilities
Prospecting for opportunities via internal/external COIs and community engagement, making joint calls with BBRMs to enhance product knowledge, meeting and exceeding individual sales goals, analyzing client financial data to tailor solutions, partnering with credit campus for underwriting, ensuring compliance and resolving loan document exceptions, maintaining ongoing client contact to support growth initiatives
Seniority
Senior, hands-on IC