Regional Director of SBA Lending jobs in United States
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Provide, powered by Fifth Third · 1 week ago

Regional Director of SBA Lending

Provide, powered by Fifth Third, is on a mission to financially empower small businesses through innovative technology and personalized service. The Regional Director of SBA Lending will lead the origination and closing of government-guaranteed small business loans, focusing on assisting customers and developing revenue growth through a network of referral sources.

Customer ServiceFinancial ServicesHealth CareInformation Technology
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Comp. & Benefits

Responsibilities

Identify and develop qualified prospects for SBA loan products through centers of influence, such as business brokers, loan brokers, real estate brokers, CPAs, attorneys, and community development organizations
Work directly with applicants to assess SBA eligibility and Fifth Third credit qualifications and collect required application information and documentation
Ensure adherence to the SBA SOP and Fifth Third credit policy while keeping the customer at the center
Work with product partners to analyze, evaluate, and develop a tailored relationship strategy for each client or prospect
Attend community and/or specific industry forums, conferences, and/or meetings to broaden relationship networks and referral sources and continually deepen knowledge of trends, practices, services, and the competitive landscape
Utilize the organization’s value proposition to articulate the advantages of obtaining financing through a tech-enabled lender
Effectively retain and grow long-term profitable client relationships
Plan and conduct relationship-strategy and relationship-review meetings with product partners
Coordinate client-facing activities, including credit support and other product partners
Conduct thorough effective pre-call planning, One Bank consultative sales approach, and prompt post-call follow-up
Partner with internal stakeholders on credit requests, and adhere to established portfolio management guidelines
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk and priced accordingly
Champion the organization’s vision and core values through personal actions and leadership influence to promote high-performing work groups
Complete administrative responsibilities in a timely manner

Qualification

SBA loan programsSBA sales experienceBusiness acumenCredit risk experienceUnderwriting experienceMicrosoft OfficeAnalytical skillsProblem-solving skillsCommunication skillsTeamwork

Required

Extensive knowledge of U.S. Small Business Administration loan programs
Minimum of five years of SBA sales experience
Proven ability to build new and existing client business and provide a positive client experience
Strong business acumen, including detailed analysis, review of financial statements, and understanding of basic accounting principles
Ability to assess client needs, drivers of profitability, and corporate/personal lifecycle-optimizing financial solutions
Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks
Demonstrated strong verbal and written communication skills, specifically experience in face-to-face negotiations and group presentations
Proven ability to work in a team-based sales environment
Proficiency in all Microsoft Office software

Preferred

Bachelor's degree in finance, economics, or mathematics
Formalized basic credit training or equivalent credit risk experience
Underwriting experience

Benefits

Comprehensive benefits
Differentiated compensation offerings
Incentive compensation
Extensive benefits programs
Physical, financial, emotional and social well-being

Company

Provide, powered by Fifth Third

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Powered by Fifth Third, Provide empowers entrepreneurs to build their legacies.

Funding

Current Stage
Growth Stage
Total Funding
$38.02M
Key Investors
QED Investors
2021-06-22Acquired
2020-12-15Series A· $34M
2016-07-30Seed· $3.5M

Leadership Team

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Dan Titcomb
Co-Founder
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James Bachmeier
Co-Founder & COO
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Company data provided by crunchbase