Responsibilities include but are not limited to:
Solicit 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 internal partners as well as commercial real estate agents, brokers, CPAs, accountants, attorneys, and other Centers of Influence (COIs). Call on potential SBA customers with business partners. Educate the borrower on SBA process structure and set expectations. 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. Attend business partner meetings to develop strong relationships with internal partners and to discuss SBA Lending and possible SBA prospects. Coordinate with lenders, SBA Administration, Loan assistant, closer, and closing attorney to insure loan closings are in compliance with bank policy, banking regulations, and SBA SOP. Stay actively involved in NAGGL and other forms of SBA training in order to be current on policies and procedure. Develop and maintain intimate knowledge of the SBA SOP and subsequent changes. Refer conventional lending opportunities, treasury solutions, insurance, residential mortgage, and deposit relationships to bank partners. Participate in civic and community activities to promote the SBA Program and Valley National Bank.
Key Responsibilities
Soliciting new SBA business and establishing strong referral networks are crucial aspects of this role. The individual must also be knowledgeable about SBA policies and procedures, as well as banking regulations and bank policies.
Responsibilities and Expectations
The primary responsibilities of this role include:
Additional Responsibilities
In addition to the key responsibilities, this role also involves: