SBA Finance Specialist

Bitly

SBA Finance Specialist focusing on business development and servicing government-guaranteed loans. Collaborating within a tech-enabled financial services environment to support small business owners.

Posted 7/1/2026full-timeRemote • Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $82,100 - $172,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in SBA loan programs and alternative lending products, with a strong ability to analyze financial data and build customer relationships. Proven success in achieving sales targets while ensuring compliance with regulatory standards.

Highest-signal resume keywords

SBA Loan ProgramsCommercial Banking ExperienceFinancial Data AnalysisSales and Underwriting ExperienceMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Production Target AchievementConsultative Sales ProcessCredit and Risk ManagementFinancial Needs AssessmentSales Relationship Creation

Soft Skills

Strong Verbal CommunicationWritten Communication SkillsPresentation SkillsInterpersonal Skills

Industry Keywords

U.S. Small Business AdministrationAlternative Lending ProductsRisk Management PolicyGovernment-Guaranteed LoansFinancial Reviews

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's degree in marketing, finance, or related business field, or four (4) years of related experience
Minimum five (5) years of commercial banking experience, or five (5) years of sales and underwriting experience
Extensive knowledge of U.S. Small Business Administration loan programs and other federal, state, and municipal alternative lending products
Proven track record of self-motivated success in external sales/sourcing and the creation of new sales relations
Ability to analyze complex financial data to make sound credit decisions
Demonstrated strong verbal and written communication skills, along with excellent presentation and interpersonal skills
Proficiency in all Microsoft Office software applications

Benefits

Comp & perks

Comprehensive benefits programs
Differentiated compensation offerings
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities
Incentive compensation plan