SBA Manager Sales Support
About The Position
The SBA Manager Sales Support supports SBA Bank products and services by executing daily sales support activities and providing leadership and guidance to Sales Support Specialists. The role applies advanced service and lending expertise to review financial information, participate in client support activities, identify sales opportunities, and facilitate the sales process. Responsibilities include evaluating SBA eligibility and credit-related information, preparing and reviewing loan documentation, resolving complex client and account servicing issues, and maintaining a high level of customer satisfaction. The role also maintains an individual pipeline of loan opportunities while overseeing team workflow coordination, quality control, and service delivery. As a subject matter expert, the position provides coaching, training, and day-to-day guidance to team members and partners with leadership to achieve departmental goals and performance objectives. This is a remote role that may be hired in North Carolina, Arizona, Georgia, Texas, or Utah.
Requirements
- Bachelor's degree and 4 years of experience, or a high school diploma or GED/equivalent and 8 years of experience in bank lending or underwriting, operations, or sales.
- Knowledge of SBA SOPs, program eligibility, credit criteria, and loan structure requirements.
- Knowledge of financial accounting theory and logic.
- Proficiency with Microsoft Office programs, including Excel, Word, OneNote, and Outlook.
- Proficiency with software programs such as BOSS, RIMS, and Cognos, as well as applications and applicable banking systems.
- Loan documentation experience, including understanding documentation requirements based on program type and loan structure.
- Experience interacting directly with clients, lenders, and referral partners.
- Experience coaching, mentoring, and developing team members, including delivering training and supporting performance improvement.
- Demonstrated ability to lead through influence and serve as a subject matter expert within a team environment.
Nice To Haves
- Small Business Administration experience.
- Financial analysis experience.
- Commercial underwriting experience.
- Commercial cash flow experience.
Responsibilities
- Lead, coach, and develop Sales Support Specialists while managing performance, training, and workflow priorities.
- Partner with leadership to drive process improvements and achieve departmental goals.
- Support SBA Lenders, Referral Partners, and clients by resolving inquiries, managing escalations, and ensuring a high level of service.
- Identify sales opportunities through client interactions, analysis, and support activities.
- Review financial statements, tax returns, and credit reports to assess SBA eligibility, creditworthiness, and lending risk.
- Conduct pre-screening reviews and provide recommendations to support lending decisions.
- Prepare and review loan documentation, including term sheets, authorizations, financial verifications, and SBA forms.
- Ensure documentation is accurate, complete, and compliant with Bank and SBA requirements.
- Serve as a subject matter expert on SBA programs, lending processes, and bank systems.
- Identify workflow efficiencies, provide troubleshooting support, and promote best practices across the team.
- Maintain an individual pipeline of loan opportunities and oversee team workflow coordination, quality control, and service delivery.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
