Truliant Federal Credit Union · 5 days ago
SBA Business Development Officer
Winston-Salem, NC
Full-time
Onsite
Mid Level
3+ years expTruliant Federal Credit Union is committed to improving lives by providing excellent service and financial solutions. The SBA Business Development Officer is responsible for delivering business products and services, focusing on SBA lending, and developing relationships to generate member business loans.
Banking
Responsibilities
Facilitates routine business loan requests by both members and nonmembers, from information gathering, credit evaluation/underwriting, and loan documentation to loan closing and trailing document follow-up
Develops contacts and leads in order to generate Member Business Loans using such programs as Small Business Administration (SBA) loan financing for small businesses. Develops loan packages, runs credit reports, and gathers pertinent financial information
Performs ongoing portfolio management including growing member business relationships, monitoring and loan collections
Develops and implements calling effort for both business members and nonmembers, focusing on new relationship creation, relationship expansion and external referral sources. Generates leads through cold calling and existing contacts and internal partners to develop loans and deposits
Develops and maintains relationships with branch Staff within designated geographic area for support and referrals of SBA lending leads
Contributes to creation of complex credit memos and assists in making presentations for larger loan requests to the SBA Underwriter, Director, SBA Lending, and/or Member Business Loan Committee for approval
Prepares checklists and appropriate documents for submission to the SBA processing center
Delivers, upon approval, commitment letter and goes over details of entire program
Signs members/borrowers up for closings and is responsible for all facets of the loan
Provides community service by participating in community activities as a representative of Truliant Credit Union
Assists with analysis/design of new business services products
Assists with other tasks and projects as assigned
Qualification
Required
Bachelor's degree or equivalent experience in Business, Finance, or related field required
3-5 years' experience in SBA lending required
Must have strong knowledge and understanding of SBA eligibility, lending rules, regulations, and practices
Must have excellent communication skills in English, both verbal and written
Must have strong presentation skills
Must have strong PC skills, with intermediate knowledge of MS Excel and Word
Must have the ability to work with people at different job levels ranging from Senior Managers to front line employees
Must have ability to understand all business processes within the credit union
Must be detail oriented, with excellent time management and organizational skills
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Must be able to complete all assignments with minimal supervision
Should possess a strong commitment to providing excellent service to Truliant's members
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Preferred
Master's degree preferred
Previous experience in financial services/business development related field preferred
Benefits
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
Company
Truliant Federal Credit Union
Truliant is federally insured by the National Credit Union Administration and is an Equal Housing Lender
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Todd Hall
CEO/President
Recent News
SC Biz News
2025-11-08
2025-11-04
2025-11-04
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