Job Title:
Business Development Officer (SBA)

Company: Valley Bank

Location: Fort Lauderdale, FL

Created: 2024-04-24

Job Type: Full Time

Job Description:

The Small Business Administration (SBA) Business Development Officer will identify, market, and sell SBA Products in the designated footprint.Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.Responsibilities include but are not limited to:Assist with soliciting new SBA business from present and prospective clients. Conduct calls and other marketing efforts focused on prospects, clients, internal referral sources, and external referral sources.Establish strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's).Call on potential SBA customers with the Bank's RM's. Educate the borrower on SBA process, structure, and set expectations.Develop and maintain intimate knowledge of the SBA SOP and subsequent changes.Analyze, determine eligibility, originate, and structure SBA loan requests.Submit complete documentation packages to the credit and packaging departments. Assist in the credit analysis and underwriting process.Refer conventional lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.Stay actively involved in NAGGL and other forms of SBA training in order to be current on policies and procedure.Attend RM meetings and branch meetings when possible to discuss SBA Lending and possible SBA prospects.Coordinate with RM, SBA Administration, Loan assistant/closer, and closing attorney to insure loan closings are in compliance with bank policy, banking regulations, and SBA SOP.Attend SBA closings.Participate in civic and community activities to promote the SBA Program and the Bank.Required Skills:Positive attitude- Excellent verbal and written communication skills.Strong analytical/problem solving skills.Financial/business acumen.Thorough working knowledge of the commercial lending process, credit analysis, management of loan portfolios and all related laws and regulations.Proficient in Word, Excel, and Outlook.Required Experience:Bachelor's Degree in Business or Finance related field and a minimum of one year SBA Lending or Commercial Lending experience.Customer sales and service experience.