Specialist, Finance & Banking, Financial Sales

Responsibilities

• 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
• Present 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

• 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.