SBA Relationship Liaison

Capital Bank•Rockville, MD

62d•Remote

About The Position

The SBA Relationship Liaison is responsible for supporting a team of assigned SBA Lenders to manage customer experience and expectations. The role is responsible for ensuring that the team can effectively manage customer implementations, problem resolution and customer service.

Requirements

Bachelor's degree in relevant field or equivalent work experience.
5+ years’ experience with portfolios approximately $100M or greater.
Previous and successful experience in a Banking environment; branch, sales or customer facing roles.
Knowledge of banking terminology and products specifically related to SBA.
Prior experience with core banking systems, Fiserv and Abrigo preferred.
Problem-solving skills and the ability to identify, research and resolve issues that arise with customers.
Strong written and oral communication skills.
Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines.
Demonstrated proficiency with Microsoft Office.
Ability to travel within a defined market area.

Responsibilities

Supports the Commercial Banking Team(s) in maintaining and managing their portfolios.
Coordinates transactions with bank customers and prospects, third party consultants, such as project inspectors, appraisers, environmental firm staff, attorneys, and engineers.
Responsible for assisting with the collection of all required documents related to a customer request and supporting credit packages via the Loan Operating System (LOS).
Participates in sales meetings and appointments, as needed.
Direct contact with clients ranging from closings to coordination of information.
Collaborate closely with internal departments and outside vendors to ensure full cycle integrity and client satisfaction.
Ensures all required documentation is collected and maintained as required.