Connect One Recruitment

General

• Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.
• Manage, Evaluate, and process a pipeline of internally provided SBA leads in the Franchise space.
• Evaluate Franchise Disclosure Documents
• Analyze Loan packages including Business Tax Returns and Financial Statements
• Evaluate internal loan referrals, Structure, Package and Process SBA eligible loans
• Prepare and present SBA loan proposals internally and to clients and referral sources
• Monitor the progress of deals and maintain a high level of communication with clients and referral partners throughout the loan process
• Build and maintain strong relationships with potential clients, referral partners, and industry contacts.
• Identify and cultivate new business opportunities for SBA loans.
• Conduct market research to identify trends and business opportunities within the SBA lending space.
• Attend industry events, networking functions, and meetings as needed.
• Stay current on guidelines, lending products, and industry trends.

SBA Franchise Loan Officer

Sales

• Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.
• Serve as subject matter expert for nCino and Salesforce
• Partner with Salesforce and nCino administrators to align configurations and process flows with platform best practices, transparency, and maintainability.
• Partner with stakeholders across lending, operations, risk, and IT to design workflows, drive testing, increase visibility of nCino data, improve overall processes, and drive system adoption
• Support the daily activities required to maintain and grow our Salesforce.com/nCino capabilities
• Understand, gather and refine complex business needs from a diverse set of stakeholders translating problems into structures requirements and future process flows
• Effectively compile and document business needs into features, scalable configurations, and user stories necessary for system design, development and implementation
• Ensure that the development work maximizes value, addresses data impacts, and aligns with overall business strategy
• Validate configured workflows against business requirements and regulatory expectations
• Coordinate, lead and execute end-to-end testing (including system integration, and user acceptance testing) across multiple teams and environments
• Support change management including documentation, training materials, and go-live readiness
• Provide post-implementation support and contribute to continuous improvement initiatives
• Effectively radiate information to business stakeholders

SBA Franchise Loan Officer

Salesforce/nCino Business System Analyst