CareerPlan

SBA Finance Specialist

Virtual, USFull-time$82k–$173k2026-10-01 → 2026-11-09
Based in United States

Core

Originate, close, and service government-guaranteed small business loans (SBA 7(a), 504, USDA) while promoting lending products within an assigned territory.

Role type

Senior IC commercial banking specialist (SBA lending)

Builds

SBA and alternative lending products for small businesses

Domain

Banking / Small Business Finance

Required skills

SBA loan program expertise, commercial banking experience, credit analysis, sales prospecting, risk management, regulatory compliance, financial data analysis

Preferred skills

Networking, consultative sales, cross-selling, relationship management

Technologies

PC software, LOB Playbook

Responsibilities

Achieve annualized loan production targets, identify qualified prospects via solicitation and networking, interview applicants, coordinate loan documentation with Middle Office, manage risk and return metrics, maintain relationships with internal and external agencies

Seniority

Senior, hands-on IC