SBA Business Development Associate

Develop new leads for SBA 7a, SBA 504, and USDA loans under the direction of the assigned manager. This role is part of the BDO training process and focuses on supporting team objectives rather than individual production goals.

• Generate new business through supervised prospecting, including outside calling and networking.
• Develop and maintain a referral source database.
• Understand SBA credit policy and other Bank policies and procedures.
• Assist in achieving team objectives measured by loans closed and other assigned goals.
• Implement marketing activities within budgetary constraints, including sales presentations in specific markets.
• Maintain a thorough understanding of credit policy, SBA eligibility, and business practices to ensure accurate loan application packages.
• Assist with closing requirements on all team loans.
• Adhere to all Bank policies and federal/state banking regulations.
• Create and maintain files within SBA software.
• Deliver excellent service to internal and external customers.
• Perform other duties as assigned.

• High school diploma or equivalent required; bachelor’s degree preferred.
• 2–3 years of banking experience and 1+ years of lending experience.
• Motivated self-starter able to work independently with limited supervision.
• Strong knowledge of Microsoft Excel and Word.
• Excellent interpersonal, organizational, and customer service skills.
• Attention to detail and ability to learn SBA specialty areas and SOP requirements.
• Completion of all required compliance training, including Bank Secrecy Act/anti-money laundering.
  Prior SBA lending experience.

• Must be able to pass a background & credit check.
• This is a full-time position requiring schedule flexibility for evenings and weekends as needed.
• Up to 10% travel required.

FLSA Status: Exempt
Salary Grade: 9