SBA Business Development Officer Assistant
CAPITAL COMMUNITY BANK•Pleasant Grove, UT
•$53,600 - $80,400•Onsite
About The Position
The SBA Business Development Officer Assistant supports the SBA lending production team by providing administrative, sales, and operational support to Business Development Officers (BDOs). This role helps drive new SBA loan originations by assisting with client outreach, managing prospect pipelines, coordinating loan application processes, and ensuring a high level of service for clients and referral partners. The ideal candidate is detail-oriented, organized, proactive, and comfortable working in a fast-paced, sales-driven environment.
Requirements
- Bachelor’s degree in business, finance, or related field (or equivalent experience)
- 1–3 years of experience in banking, lending, sales support, or administrative role
- Strong organizational and time management skills
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- Strong attention to detail and accuracy
- Ability to manage multiple priorities and deadlines
- Customer-focused mindset with strong interpersonal skills
- Self-starter with a proactive approach to problem-solving
- Ability to work effectively both independently and as part of a team
Nice To Haves
- Experience with SBA lending or small business lending
- Basic understanding of financial statements and credit fundamentals
Responsibilities
- Assist BDOs in developing and maintaining a strong pipeline of SBA lending opportunities
- Conduct initial outreach to prospective clients and referral sources (calls, emails, follow-ups)
- Schedule meetings and assist with preparation of marketing materials and presentations
- Maintain CRM systems with accurate and up-to-date prospect and client information
- Research prospective borrowers, industries, and referral partners
- Serve as a point of contact for clients during the pre-application and application stages
- Collect and organize required borrower documentation (financial statements, tax returns, etc.)
- Assist with completing SBA loan application packages for submission
- Coordinate communication between clients, BDOs, credit analysts, and loan processors
- Track loan status and ensure timely follow-up on outstanding items
- Prepare reports on pipeline activity, referral partner performance, and loan production
- Assist with marketing campaigns, events, and outreach initiatives
- Maintain files and documentation in compliance with SBA and internal policies
- Support onboarding of new clients and referral partners
- Handle general administrative duties related to SBA production
Benefits
- health, dental, vision
- 401(k) with company match
- Paid time off and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
