SBA Lender jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bank of Oak Ridge · 6 days ago

SBA Lender

Bank of Oak Ridge is seeking an SBA Lender to source and identify loan opportunities while establishing relationships with small business owners and referral partners. The role involves evaluating borrowing needs, guiding loans through processing, and ensuring compliance with regulatory requirements.

Financial Services
check
Growth Opportunities

Responsibilities

Source and identify SBA 7(a) loan opportunities
Establish relationships with small business owners, entrepreneurs, brokers, COIs and other referral partners
Maintain in-depth knowledge of and adhere to the Standard Operating Procedures of the US Small Business Administration
Evaluate borrowing needs and perform basic underwriting analysis to recommend appropriate SBA loan products
Interview loan applicants, collect and analyze financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request
Guide the loan through processing, working with the borrower from application through life of the loan as the primary point of contact
Collaborate with internal and external partners to assist with underwriting, closing and post-closing matters
Comply with Bank Secrecy Act and Anti-Money Laundering federal regulations and guidelines, internal bank policies, and complete annual training requirements

Qualification

SBA lending experienceFinancial analysisSales experienceMicrosoft Office SuiteSBA SOPCustomer service skillsCommunication skillsPresentation skills

Required

Minimum education level of HS Diploma or equivalent
5+ years of lending experience at a bank or financial institution
Previous sales experience
Financial analysis background
Strong willingness to work and continue to learn
Demonstrated ability to meet or exceeds sales goals
Excellent communication, presentation and customer service skills
Proficient with Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)

Preferred

Bachelor's Degree
2+ years of experience in SBA lending, closing or servicing
Working knowledge of current SBA SOP

Company

Bank of Oak Ridge

twittertwitter
company-logo
Bank of Oak Ridge is a bank that offers personal and business banking services.

Funding

Current Stage
Growth Stage
Total Funding
$3.72M
Key Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M

Leadership Team

leader-logo
Thomas Wayne
CEO and CFO
linkedin
leader-logo
Jeffrey Finberg
Chief Credit Officer & Executive Vice President
linkedin
Company data provided by crunchbase