SBA Relationship Manager II

Carter Bank • Greensboro, NC

2d • Onsite

About The Position

The SBA Relationship Manager II combines proactive business development with disciplined credit risk management and is dedicated to identifying, structuring, and executing SBA lending solutions for potential and existing customers.

Requirements

• Bachelor’s degree in business, finance, accounting, or related field or equivalent in education and experience
• Prior SBA 7(a) lending experience in a front-office production capacity
• Prior experience working within a dedicated SBA lending division
• Established referral network and COI relationships in the Southeast market
• Advanced relationship building skills
• Advanced customer service skills
• Advanced negotiation skills
• Intermediate knowledge of SBA program mechanics, loan structuring, and SOP compliance
• Intermediate understanding of secondary market execution and guarantee premium dynamics
• Intermediate verbal and written communication skills
• Intermediate proficiency with loan origination systems
• Intermediate proficiency with Microsoft Office

Responsibilities

• Originate SBA 7(a) loans consistent with personal volume targets of $12M–20M+ annually
• Develop and manage a pipeline of small business borrowers across the Southeast through referral networks, COI relationships, brokers, and direct outreach
• Structure and present credit requests in compliance with SBA SOP guidelines
• Manage the full borrower relationship from prospecting through closing and portfolio management
• Partner with underwriters and closers to drive efficient loan execution
• Monitor and manage an active loan portfolio, maintaining asset quality and proactive borrower communication
• Ensure all originations meet SBA program requirements and internal credit standards
• Support special assets and workout situations as needed in collaboration with credit administration

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level