SBA Sales Specialist
About The Position
United Community is looking for an SBA Sales Specialist to assist with the SBA sales process from origination to closing. In this role, you'll work closely with Business Development Officers (BDOs) to collect and organize required documentation, maintain clear communication within the team and SBA business unit, and help ensure a smooth and efficient loan process for our customers. What You'll Do • Assist Team Manager and BDOs with collection and input of information to accelerate the sales process• Become familiar with SBA credit policy and other Bank policies and procedures• Provide frequent communication to all parties involved in transactions in a positive and organized manner• Help manage the sales process to ensure loan requests are reviewed efficiently and customers receive timely answers• Assist in origination and processing of all loans within the Team• Learn and maintain knowledge of company underwriting, closing, and lending guidelines• Apply understanding of the bank's credit policy and SBA eligibility• Assist with marketing and sales presentations• Maintain files within SBA software• Deliver excellent service to internal and external customers• Adhere to all Bank policies and federal/state banking laws and regulations• Other duties as assigned
Requirements
- High school diploma or equivalent required; bachelor's degree preferred
- Motivated self-starter able to work independently with limited supervision
- Above-average knowledge of Microsoft Excel and Word
- Strong interpersonal communication and organizational skills
- Excellent customer service and telephone skills
- Attention to detail
- Ability to quickly learn SBA specialty areas and SOP requirements
- Participate in all required compliance training
- Must be able to pass a background & credit check
- This is a full-time position requiring schedule flexibility for evenings and weekends
- Up to 15% travel required
Nice To Haves
- Previous experience in SBA lending or banking environment
Responsibilities
- Assist Team Manager and BDOs with collection and input of information to accelerate the sales process
- Become familiar with SBA credit policy and other Bank policies and procedures
- Provide frequent communication to all parties involved in transactions in a positive and organized manner
- Help manage the sales process to ensure loan requests are reviewed efficiently and customers receive timely answers
- Assist in origination and processing of all loans within the Team
- Learn and maintain knowledge of company underwriting, closing, and lending guidelines
- Apply understanding of the bank's credit policy and SBA eligibility
- Assist with marketing and sales presentations
- Maintain files within SBA software
- Deliver excellent service to internal and external customers
- Adhere to all Bank policies and federal/state banking laws and regulations
- Other duties as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
