SBA Business Development Officer - FL

Overview

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

We are seeking a full-time SBA 7(a) Business Development Officer to serve businesses covering Pinellas, Manatee, Sarasota, Charlotte, Collier, and Lee Counties. This role is responsible for developing and structuring SBA 7(a) loans to small and medium-sized businesses.

The SBA 7(a) Business Development Officer (BDO) will actively prospect and network within local markets to identify and establish new SBA client relationships for DFCU Financial. This role will focus on building and maintaining a strong referral network, working closely with internal and external centers of influence, commercial referral sources, and the Business Banking team.

For this role, candidates must have strong knowledge of SBA 7(a) loan products to support small business growth in these key Florida markets.

• Generate and close a minimum of $12 million in SBA 7(a) loans each calendar year. Goals may change at credit union discretion.
• Provide exceptional service to internal and external customers in accordance with DFCU Financial values of collaboration and professionalism.
• Structure loan proposals, complete initial underwriting and prepare a background narrative outlining the request before submitting to underwriting with support of SBA Program Director.
• Maintain a strong working knowledge of SBA standard operating procedures.
• Contribute to the success of the SBA department by sharing in all department responsibilities as required or assigned.
• Attend community networking events, as required.
• Work occasional Saturday hours or extended weekday hours, as required.

• Bachelor s degree in business, finance or related field.
• 3-5 years of experience as an SBA Business Development Officer.
• Self-driven with ability to work independently and as part of a team.
• Demonstrated sales ability, influences with impact.
• High level of accuracy and attention to detail.
• Excellent interpersonal skills, including effective verbal and written communication.

• Potential for a hybrid work schedule
• 401k plan match, dollar for dollar up to 4%
• 401k additional employer contribution after one year at 5%
• Employee bonus program
• Medical, dental and vision insurance effective date of hire
• Health savings account (HSA)
• Flexible spending accounts for medical and dependent care expenses
• Adoption assistance for qualified expenses maximum $10,000 per child
• Wellness initiatives and reimbursements
• Pre-paid legal services plan
• Identity protection plan
• Accident supplemental plan
• Short & long term disability plans paid for by company
• Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
• Pet Insurance
• Free financial planning assistance
• Numerous fun employee events throughout the year
• Volunteer and community engagement opportunities
• Employee loan discounts (closed-end loans)
• Discounts with local and national companies through DFCU Perks
• Service / anniversary awards
• Employee discounts for company logo wear
• Employee referral payouts for recruiting your friends and family
• Paid lunch time
• Tuition reimbursement / Education assistance
• Ongoing training opportunities
• Leadership development program
• Paid time off
• Paid holidays (13 per year)
• Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans