SBA Relationship Manager

Carter Bank • Greensboro, NC

2d • Onsite

About The Position

The SBA Relationship Manager 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) origination experience
• Demonstrated ability to build and manage a referral pipeline
• Intermediate relationship building skills
• Intermediate customer service skills
• Intermediate negotiation skills
• Intermediate knowledge of SBA program mechanics, loan structuring, and SOP compliance
• Intermediate understanding of secondary market loan sales and guarantee premium execution
• Intermediate verbal and written communication skills
• Intermediate proficiency with loan origination systems
• Intermediate proficiency with Microsoft Office

Responsibilities

• Originate SBA 7(a) loans with annual volume targets in the $10M–15M+ range
• Build and maintain a pipeline through COI relationships, broker networks, and direct small business outreach
• Structure credit requests in compliance with SBA SOP and program eligibility requirements
• Manage borrower relationships from initial contact through closing and ongoing portfolio monitoring
• Partner with underwriters and closers to drive efficient loan execution
• Actively monitor portfolio performance and maintain proactive borrower relationships
• 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