SME/SBA Relationship Manager
Job in
Milpitas, Santa Clara County, California, 95035, USA
Listed on 2026-10-24
Listing for:
EverTrust Bank
Full Time
position Listed on 2026-10-24
Job specializations:
-
Finance & Banking
Banking & Finance, Loan Officer / Lending, Financial Sales, Credit Analyst
Job Description & How to Apply Below
- Job Type: Full-Time
The SBA Loan Officer develops new business, structures SBA loan opportunities, and guides borrowers from application through closing. This role combines relationship management, credit analysis, and SBA lending expertise.
ESSENTIAL JOB FUNCTIONS- Originate new deals based on annual budget.
- Attend initial meetings with prospects/new clients.
- Work with clients to complete SBA loan package.
- Work with team leader to structure loan.
- Assist in credit analysis and underwriting process.
- Ability to understand credit risk.
- Work with Closing Department on getting loans booked and closed.
- Work with SBA servicing in obtaining financial updates from borrowers.
- Assist Team Leader in training internal staff bank-wide.
- Keep up to date on SBA SOP.
- Perform additional duties as assigned
- Education: Bachelor's degree in Business or a related field preferred.
- Years of
Experience:
Minimum of 5 years of relevant experience. - Knowledge: SBA SOP, Accounting, and California real estate procedures.
EQUAL OPPORTUNITY EMPLOYER
Ever Trust Bank is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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