Regional Director – SBA Lending
Bitly
full-time
Posted on:
Location Type: Remote
Location: Ohio • United States
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Job Level
About the role
- Identify and develop qualified prospects for SBA loan products through centers of influence, such as business brokers, loan brokers, real estate brokers, CPAs, attorneys, and community development organizations
- Work directly with applicants to assess SBA eligibility and Fifth Third credit qualifications and collect required application information and documentation
- Ensure adherence to the SBA SOP and Fifth Third credit policy while keeping the customer at the center
- Work with product partners to analyze, evaluate, and develop a tailored relationship strategy for each client or prospect
- Attend community and/or specific industry forums, conferences, and/or meetings to broaden relationship networks and referral sources and continually deepen knowledge of trends, practices, services, and the competitive landscape
- Utilize the organization’s value proposition to articulate the advantages of obtaining financing through a tech-enabled lender
- Effectively retain and grow long-term profitable client relationships
- Plan and conduct relationship-strategy and relationship-review meetings with product partners
- Coordinate client-facing activities, including credit support and other product partners
- Conduct thorough effective pre-call planning, One Bank consultative sales approach, and prompt post-call follow-up
- Partner with internal stakeholders on credit requests, and adhere to established portfolio management guidelines
- Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk and priced accordingly
- Champion the organization’s vision and core values through personal actions and leadership influence to promote high-performing work groups
- Complete administrative responsibilities in a timely manner
Requirements
- Extensive knowledge of U.S. Small Business Administration loan programs
- Minimum of five years of SBA sales experience
- Proven ability to build new and existing client business and provide a positive client experience
- Strong business acumen, including detailed analysis, review of financial statements, and understanding of basic accounting principles
- Ability to assess client needs, drivers of profitability, and corporate/personal lifecycle-optimizing financial solutions
- Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks
- Demonstrated strong verbal and written communication skills, specifically experience in face-to-face negotiations and group presentations
- Proven ability to work in a team-based sales environment
- Proficiency in all Microsoft Office software
Benefits
- Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
- Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance.
- Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SBA loan programsfinancial analysisreview of financial statementsaccounting principlescredit assessmentrelationship strategy developmentportfolio managementconsultative sales approachproblem-solvinganalytical skills
Soft skills
client relationship managementbusiness acumencommunication skillsnegotiation skillsteam collaborationtime managementorganizational skillsleadership influencecustomer serviceadaptability