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SBA Business Development Officer I
First Merchants CorporationSBA Business Development Officer developing borrower relationships and loan pipelines for First Merchants Bank. Supporting senior BDOs, Underwriters, and Closers through a graduate development program.
Posted 8/19/2026full-timeRemote • Florida, Kentucky, Missouri, Ohio, Tennessee, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial analysis capabilities and effective customer relationship management while supporting business development initiatives. Proficient in documentation management and collaboration with Underwriters and Closers to ensure compliance and borrower cooperation.
Highest-signal resume keywords
Financial AnalysisDocumentation ManagementCustomer ExperienceSBA Lender TrainingRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisDocumentation ManagementSBA Loan TransactionsPipeline ManagementData Organization
Soft Skills
CollaborationCommunicationMentoringCustomer Service
Certifications & Qualifications
Bachelor's DegreeNAGGL SBA Lender Training
Industry Keywords
Business DevelopmentBorrower DocumentationSBA LendingCommunity InvolvementTrainee Development
About the role
Key responsibilities & impact- Assist current senior BDOs with file management
- Work with customers to obtain documentation
- Provide assistance with financial analysis
- Complete assignments and various business development tasks
- Deliver a superior customer experience
- Collaborate with a supervisor and/or training mentor on assigned curriculum and career planning
- Lead or participate in various projects
- Participate in trainee development meetings and conferences
- Lead designated discussion groups
- Serve in place of absent BDOs as needed
- Travel to banking centers, regional operations sites, and additional meeting locations
- Promote the bank through community involvement
- Leverage contacts to create a pipeline of new business opportunities
- Identify and cultivate relationships with external referral sources
- Maintain a consistent pipeline of high-quality new SBA loan transactions
- Collect, organize, and securely save required borrower documents
- Participate in initial kick-off calls with borrowers and Underwriters
- Assist Underwriters and Closers in gathering documentation and ensuring borrower cooperation
Requirements
What you’ll need- Bachelor's degree
- Recent college graduate suitable for the development program
- Complete the NAGGL SBA Lender training course
- Complete mentoring and coaching tasks
- Complete assigned curriculum and a Career Growth Planner (CGP)
- Complete each phase of the program and a skills assessment
- Demonstrate competency and knowledge in discussion with a SBA Business Development Director
- Ability to travel to banking centers, regional operations sites, and additional meeting locations
- Ability to collect, organize, save, and secure sensitive or personally identifiable borrower information
- Ability to obtain written explanations and additional documentation addressing borrower character issues
- Ability to assist Underwriters and Closers with required documentation and borrower cooperation
Benefits
Comp & perks- Base Pay PLUS Bonuses
- Medical, Dental and Vision Insurance
- 401k
- Health Savings and Flexible Spending Accounts
- Vacation/Sick Time
- Paid Holidays
- Paid Parental Leave
- Tuition Reimbursement
- Additional Benefits