Small Dollar Specialist

Regions Bank

Small Dollar Specialist at Regions, focusing on SBA loans for small business clients through multiple communication channels. Responsibilities include client education, proposal structuring, and strategic relationship development.

Posted 6/22/2026full-timeMiami • Alabama, Florida, Montana, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $70,612 - $89,218 per yearWebsite

About the role

Key responsibilities & impact

Educates branch and small business associates on the benefits of SBA lending
Creates strategies to originate SBA Loans with Internal Partners and in the marketplace of $500,000 and less
Presents the company's loan capabilities and structures SBA loan proposals for SBA Small Dollar
Develops and maintains a thorough understanding of SBA policies and structure, product knowledge, and financial analysis
Serves as a central point of banker and client contact for potential SBA opportunities
Identifies and develops relationship strategy for clients
Coordinates with internal partners to fulfill the solution agreed to by the client
Plans and executes quality client calls
Manages transaction processes with support as required

Requirements

What you’ll need

Two (2) years in a client facing financial services role
High school Diploma or GED
Ability to partner with various internal partners and product areas across the firm
Excellent oral and written communication skills
Strong negotiation skills
Previous SBA experience preferred.

Benefits

Comp & perks

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SBA lendingfinancial analysisloan proposal structuringtransaction management

Soft Skills

communication skillsnegotiation skillsrelationship strategy developmentclient engagement

Certifications

High school DiplomaGED