Senior SBA Relationship Manager
Core
Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet for businesses with annual sales of $3M–$10M, utilizing SBA products and loan sizes between $500k–$5M.
Role type
Senior SBA Relationship Manager
Builds
New client relationships and expanded loan portfolios for small businesses
Domain
Banking / Small Business Lending
Required skills
SBA lending expertise (7a, 504, Express), client relationship management, sales goal achievement, cross-selling, underwriting process facilitation, regulatory compliance, credit analysis, risk assessment, competitive positioning
Preferred skills
Bachelor's degree in business, 5+ years SBA lending experience, centers of influence (COIs) network, community engagement
Technologies
Banking software, loan documentation systems, CRM tools
Responsibilities
Prospecting for opportunities via internal/external COIs, making joint calls with BBRMs to enhance product knowledge, meeting and exceeding 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 for growth initiatives
Seniority
Senior, hands-on IC