United Community · 1 week ago
SBA Sales Specialist
United Community is looking for an SBA Sales Specialist to assist with the SBA sales process from origination to closing. In this role, you’ll work closely with Business Development Officers to ensure a smooth and efficient loan process for customers.
Banking
Responsibilities
Assist Team Manager and BDOs with collection and input of information to accelerate the sales process
Become familiar with SBA credit policy and other Bank policies and procedures
Provide frequent communication to all parties involved in transactions in a positive and organized manner
Help manage the sales process to ensure loan requests are reviewed efficiently and customers receive timely answers
Assist in origination and processing of all loans within the Team
Learn and maintain knowledge of company underwriting, closing, and lending guidelines
Apply understanding of the bank's credit policy and SBA eligibility
Assist with marketing and sales presentations
Maintain files within SBA software
Deliver excellent service to internal and external customers
Adhere to all Bank policies and federal/state banking laws and regulations
Other duties as assigned
Qualification
Required
High school diploma or equivalent required; bachelor's degree preferred
Motivated self-starter able to work independently with limited supervision
Above-average knowledge of Microsoft Excel and Word
Strong interpersonal communication and organizational skills
Excellent customer service and telephone skills
Attention to detail
Ability to quickly learn SBA specialty areas and SOP requirements
Participate in all required compliance training
Must be able to pass a background & credit check
This is a full-time position requiring schedule flexibility for evenings and weekends
Up to 15% travel required
Preferred
Previous experience in SBA lending or banking environment
Company
United Community
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve.