What makes a stand-out candidate:
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Bachelor’s degree in business, finance, or related field preferred
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3+ years of SBA lending experience
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Experience with government-guaranteed lending programs (SBA 7(a), Express, 504, USDA)
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Strong financial analysis, communication, and organizational skills
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Proven ability to collaborate across teams and manage client relationship
Entrepreneurial Self-Starter - You take ownership of your pipeline, proactively generating SBA opportunities through referral networks and market outreach. You think strategically, structure solutions within SBA guidelines, and use data and performance metrics to consistently drive results in a goal-oriented environment.
Organization & Efficiency- You effectively manage a high-volume pipeline, keeping deals organized from prospecting through closing. You prioritize tasks, maintain accurate documentation, and use systems and tools to ensure deals move forward efficiently and compliantly.
Master Communicator- You communicate clearly and confidently with clients, partners, and internal teams. You simplify complex financial concepts, guide productive conversations, and build strong relationships that lead to successful deal execution and repeat business.
Banking & Fintech Acumen - You apply strong knowledge of SBA programs and credit analysis to structure sound, compliant loan solutions. You assess financials with confidence and stay current on regulatory requirements to ensure quality and consistency across every deal.
Tech-Forward and Analytical Thinking - You leverage CRM tools, financial data, and reporting systems to manage your pipeline and evaluate opportunities. You use insights to prioritize deals, improve efficiency, and support informed decision-making.
Commitment to Being a Team Player - You collaborate closely with underwriting, credit, and closing teams to move deals forward. You communicate proactively, share knowledge, and contribute to a supportive team environment that ensures strong client outcomes.