Bitly

Analyst

• Complete account reviews from the assigned loan portfolio to determine risk profile
• Oversee the collection of quarterly and annual financial statements
• Collaborate with internal partners and customers to fluently answer and escalate questions about new financing and/or business opportunities
• Communicate regularly with key stakeholders in critical areas, such as documentation preparation, credit services, treasury management, asset management, and credit administration, as it pertains to customers’ needs, products and services offered, and the loan process

Portfolio Analyst

Loan Closer

• Manage an active pipeline of SBA 7(a) and Express loans, including complex structures and multi-facility transactions
• Interpret and apply SBA SOP guidelines throughout the closing process to ensure compliance
• Review and validate credit approvals, authorization documents, and closing conditions for SBA eligibility
• Partner with clients and their advisors to collect and review both SBA-required and lender-required documentation
• Communicate closing conditions and funding timelines clearly to customers and stakeholders
• Conduct detailed document reviews to confirm SBA compliance and resolve issues with minimal oversight
• Collaborate with internal teams, legal counsel, and third-party providers to meet SBA closing requirements
• Ensure loans are properly collateralized, documented, and disbursed per SBA and Bank standards

SBA Loan Closer

General

• Review and decision small business loan applications in a centralized environment for complex loans
• Provide loan decisions and/or credit recommendations based on underwriting criteria
• Collaborate with the Sales team to develop loan structures that meet customer needs
• Assist and mentor teammates through the loan decision process
• Analyze global cash flow and balance sheets for SBA loans of up to $5 million
• Prepare written evaluations of customers’ financial conditions and future outlooks
• Identify opportunities and recommend solutions for process improvements and software development

Credit Officer II – SBA

Financial Planning and Analysis

• Achieve annualized loan production target while operating within the Bank's tolerance for each risk category; eligible products include SBA 7(a), SBA 504, USDA, and other conventional loans with government-guarantee components
• Use the LOB playbook and consultative sales process to build a thorough customer profile, identify short- and long-term financial needs, and cross-sell other Bank products
• Maintain an in-depth knowledge of products/services and recommend appropriate solutions using our value proposition
• Articulate the advantages of obtaining financing through a technology-enabled, industry-specific lender to doctors and referral sources
• Prospect to business customers and set appointments for periodic financial reviews, including outbound calls to your book of business
• Build trusted relationships with One Bank partners to enable customer referrals and provide timely and holistic financial solutions, along with governmental and community agencies by acting as a liaison to promote the Bank’s alternative lending products
• Participate in the origination, closing, packaging, servicing, and, as necessary, the liquidation of SBA loans to conform with U.S. Small Business Administration SOPs and the Bank's policies and regulatory compliance
• Balance risk and return, measured by any charge-offs that result in loss of income within the first 12 months; actively engage in credit and risk management policy and processes, including servicing and liquidation requests as needed

SBA Finance Specialist

Manager

• Direct Anywhere community programming, including bi-weekly virtual programming and quarterly in-person trips.
• Manage local program operations, including fellow selection, onboarding, data, and benefits.
• Cultivate a supportive community experience for Anywhere fellows.
• Manage the Fellowship Associate to ensure high-performance execution of community operations.
• Oversee community budgeting, strategy, and team coordination.
• Collaborate with cross-functional teams to amplify organizational impact through fellowship insights.
• Contribute to broader fellowship team initiatives and cross-functional groups.
• Represent Activate at recruitment events and engage Anywhere alumni.

Portfolio Analyst

SBA Loan Closer

Credit Officer II – SBA

Portfolio Analyst

SBA Finance Specialist

Fellowship Manager