SBA Business Development Officer

Truliant Federal Credit Union•Winston-Salem, NC

1d•Remote

About The Position

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Why this role matters At Truliant Federal Credit Union, helping businesses access the right financing strengthens the communities and members we serve. As an SBA Business Development Officer, you’ll expand Truliant’s presence in the SBA marketplace by building trusted referral partnerships and guiding borrowers through financing for acquisitions, expansion, refinancing, commercial real estate, and working capital. This is an exciting opportunity for someone who enjoys developing relationships, structuring complex opportunities, and turning market connections into meaningful business growth.

Requirements

2-5+ years of SBA lending experience.
Annual SBA 7(a) production of $15 million or greater.
Strong knowledge of SBA SOP, credit principles, and the SBA 7(a) process to screen, structure, and advance loan opportunities.
Develop and maintain external referral relationships that consistently generate SBA loan opportunities.
Present transaction structures, approved terms, conditions, and timelines clearly to borrowers, referral partners, and internal stakeholders.
Understand and coordinate the business processes within the SBA loan lifecycle, including prescreening, packaging, underwriting, closing, and portfolio communication.
Use Microsoft Excel and Word at an intermediate level to analyze and organize opportunity information.
Manage details, priorities, and deadlines independently in a virtual office environment while collaborating closely with SBA teammates.
Bachelor’s degree or equivalent experience in Business, Finance, or a related field.
Comfortable operating with minimal supervision, adjusting your approach as market conditions shift, and representing Truliant with professionalism and responsiveness in external meetings, events, and industry forums.

Nice To Haves

An established network of SBA referral partners, such as business brokers, CPAs, attorneys, commercial real estate brokers, franchise consultants, or bankers.
Experience financing business acquisitions, expansions, refinances, commercial real estate, or working capital transactions through SBA 7(a) lending.
Experience representing an SBA program through community activities, industry events, or professional forums.

Responsibilities

Serve as Truliant’s primary market-facing representative and subject matter expert for SBA 7(a) lending.
Own externally sourced loan development from initial opportunity through credit and closing, while keeping borrowers, referral partners, and internal teams aligned throughout the process.
Build and expand a network of business brokers, CPAs, attorneys, commercial real estate brokers, franchise consultants, bankers, and other professional partners who generate SBA 7(a) opportunities.
Screen opportunities for SBA eligibility, structure transactions, and prepare a BDO workbook with high-level cash flow analysis, a clear transaction narrative, and key risk considerations.
Partner with SBA credit, underwriting, loan coordination, closing, and portfolio management teams to move qualified opportunities from early review through closing and ongoing borrower communication.