SBA Business Development Officer

United Federal Credit Union

2d•Remote

About The Position

At United Federal Credit Union, we're passionate about helping businesses and communities thrive. We're seeking a relationship-driven Business Development Officer (BDO) to grow our SBA lending portfolio by developing new business opportunities, building referral partnerships, and helping business owners access the financing they need to succeed.

Requirements

Bachelor's degree in Business, Finance, Economics, or related field, or equivalent experience.
3+ years of experience in SBA lending, commercial banking, commercial lending, or business development.
Proven success building relationships and generating business opportunities.
Strong understanding of SBA lending programs and commercial credit fundamentals.
Ability to analyze business financial statements and identify financing solutions.
Sales and business development expertise
Strong relationship-building and communication skills
Financial analysis and problem-solving abilities
Self-motivation and strong time management
Ability to work independently in a fast-paced environment
Knowledge of SBA regulations and lending requirements

Nice To Haves

Experience with SBA 7(a) and 504 loan programs.
Established network of referral partners and business professionals.
Knowledge of SBA servicing and post-closing requirements.

Responsibilities

Develop New Business: Generate SBA lending opportunities through prospecting, networking, and referral partnerships.
Build relationships with business owners, attorneys, accountants, commercial real estate professionals, brokers, and other centers of influence.
Promote United's SBA lending solutions and expand market presence.
Guide Clients Through the Lending Process: Consult with business owners to understand financing needs and recommend SBA loan solutions.
Serve as the primary point of contact from initial conversation through closing.
Deliver an exceptional borrower experience that drives repeat business and referrals.
Manage SBA Loan Opportunities: Assist borrowers with applications and documentation requirements.
Partner with underwriting, credit, legal, and closing teams to move loans through the pipeline.
Ensure compliance with SBA programs, policies, and lending guidelines.
Drive Results: Maintain expertise in SBA lending programs, industry trends, and market conditions.
Attend networking and industry events to develop new business opportunities.
Manage pipeline activity, CRM records, and performance reporting.