Job Description
Job Description
Position Overview
The SBA Business Development Associate supports the SBA lending team in generating new business, developing client relationships, and assisting with loan origination activities. This role is focused on identifying prospective borrowers, building referral networks, supporting senior business development officers, and ensuring a smooth loan process from initial inquiry through closing.
Key Responsibilities
Business Development Support
- Assist SBA Business Development Officers with prospecting efforts, client meetings, and pipeline management.
- Research and identify potential borrowers and referral sources (accountants, attorneys, business brokers, bankers, etc.).
- Participate in networking events, trade shows, and community engagements to promote SBA loan programs.
Loan Origination Assistance
- Help prepare preliminary loan packages and gather borrower information for SBA 7(a), SBA Express Lines of Credit applications.
- Coordinate with credit analysts, underwriters, and closing teams to ensure timely processing.
- Track deal flow and maintain updated pipeline reports.
Client Relationship Management
- Provide excellent customer service by responding to client/prospect inquiries and ensuring borrowers understand SBA loan processes.
- Maintain ongoing contact with prospects and referral partners to strengthen relationships.
Internal Coordination
- Support compliance with SBA Standard Operating Procedures (SOP) and internal credit policy.
- Assist in preparing marketing materials, presentations, and proposals.
- Maintain Abrigo systems and track outreach activities.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
- 3 years of experience in commercial lending, financial services, sales support, or bank operations
- Proficiency in Microsoft Office and CRM systems
- Must possess a valid driver’s license
- Must be able to apply for and receive notary license to assist with loan closings/client requests
- High school diploma/GED
Success Factors
- Self-motivated and eager to learn SBA lending.
- Comfortable with both business development and administrative support tasks.
- Ability to build rapport with small business owners and referral partners.
- Works well in a fast-paced, team-oriented environment.
- Detail-oriented with ability to manage multiple priorities.
Preferred Qualifications
- Bachelor’s degree in business, finance, or related field
- Familiarity with SBA lending programs
- Experience with all aspects of the commercial loan closing process
- Experience with both consumer and commercial banking services
- Experience working with Treasury Services products
- Experience with ETran and other SBA Operating Systems.
- Knowledge of current version of SBA Origination and Servicing SOPs
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
- Eligibility for health, dental, vision, life and disability insurance coverages
- Retirement Plan - 401k with matching
- ESOP- Employee Stock Ownership Plan
- Time away from work – vacation time, sick time and holidays
- Paid parental leave
- Tuition Assistance
- Professional development opportunities
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