EEOC

Associate, SBA Business Development

EEOC

full-time

Posted on:

Location Type: Remote

Location: Remote • Pennsylvania • 🇺🇸 United States

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Salary

💰 $27 - $45 per hour

Job Level

JuniorMid-Level

About the role

  • Support the salesperson by managing inbound leads, conducting initial client intake, and qualifying prospects.
  • Coordinate meetings, follow-ups, and communications with team members (sales, underwriting, closing, etc.)
  • Maintain CRM records, track pipeline activity, and prepare sales reports.
  • Develop strong working relationships with BDOs, Underwriters, Credit Officers, Closers, and other internal teammates.
  • Communicate with team members and clients regarding issues or details that need to be addressed or changed throughout the loan process.
  • Contribute to the overall success of the SBA Lending team in surpassing expectations and goals.
  • Assist in gathering, organizing, and reviewing documents needed for SBA loan applications.
  • Provide instruction and assistance to clients during the initial SBA loan application process.
  • Ensure client files meet SBA standards and help keep applications moving on schedule.
  • Order pre-underwriting and prequalification government-required reports.
  • Preliminary assessment of new loan opportunities.
  • Spreading and initial analysis of financial statements, projections, and business plans.
  • Assess SBA and USDA eligibility and maintain thorough understanding of SBA SOP and USDA Regulations & Guidelines.
  • Manage the appraisal process for all new credits and ensure compliance with internal bank credit policy and external regulatory requirements.
  • Attend SBA and USDA training to stay current on government-guaranteed lending regulations.

Requirements

  • High School Diploma or equivalent (Required)
  • Bachelor's Degree or the equivalent experience (Preferred)
  • 5 or more years experience in sales support, lending support, or customer service (Required)
  • 3 or more years SBA Lending support or underwriting experience (Preferred)
  • Strong organizational and communication skills (Required)
  • Ability to manage multiple tasks with accuracy and attention to detail (Required)
  • Proactive support mindset (Required)
  • Excellent written and verbal communication skills (Required)
  • Excellent interpersonal skills (Required)
  • Proficient with Excel and other standard Microsoft products (Required)
  • Knowledge of standard banking applications such as financial spreading software (Preferred)
Benefits
  • medical plans with prescription drug coverage
  • flexible spending account or health savings account depending on the medical plan chosen
  • dental and vision insurance
  • life insurance
  • 401(k) program with employer match and Employee Stock Purchase Plan
  • paid time off programs including holiday pay and paid volunteer time
  • disability insurance coverage and maternity and parental leave
  • adoption assistance
  • educational assistance
  • robust wellness program with financial incentives

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
SBA Lending supportunderwritingfinancial analysisdocument organizationpipeline trackingsales reportingloan application processingcredit policy compliancefinancial spreadingeligibility assessment
Soft skills
organizational skillscommunication skillsattention to detailproactive mindsetinterpersonal skillsteam collaborationclient supportproblem-solvingtime managementrelationship building
Certifications
High School DiplomaBachelor's Degree