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About the role
Key responsibilities & impact- Identify and develop qualified prospects for SBA loan products through centers of influence
- Work directly with applicants to assess SBA eligibility and Fifth Third credit qualifications
- 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
- 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 ongoing customer financial performance, condition, and industry trends to ensure acceptable risk
Requirements
What you’ll need- 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
Comp & perks- Comprehensive benefits programs to support physical, financial, emotional and social well-being
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SBA loan programsfinancial analysisfinancial statement reviewaccounting principlesrelationship strategyconsultative salesportfolio managementrisk assessmentcredit qualificationsclient needs assessment
Soft Skills
client relationship managementproblem-solvinganalytical skillscommunication skillsnegotiation skillsteam collaborationorganizational skillsprioritizationcustomer servicebusiness acumen
