SBA Sales Team Leader

4 weeks ago


Kansas City, United States Opportunities Full time

Small Business Administration Sales Team LeaderThe Small Business Administration Sales Team Leader is responsible for coordinating and supervising the lending activities, calling efforts, quality of deal submission and development of a team of geographically disbursed SBA Bankers. The SBA Team leader will be responsible for accurate pipeline management and projections and will serve as a SBA resource for the Bank overall. The SBA Team Leader will also be responsible for generating personal SBA lending production.Essential FunctionsComplete working knowledge of all SBA programs, eligibility requirements and proper structuring to ensure guarantee validation.Develop team of SBA Bankers located across the footprint, who show a year over year improved performanceIdentify skill gaps within team and align training opportunities to mitigateManage team pipeline reporting to provide accurate forecasting on weekly/monthly basisEvaluate calling activity to determine if it meets assigned metrics, work to ensure there is consistency in behavior as assignedEnsure lead activity is being managed on an individual basisEnsure CRM input is meeting expectations of senior management and is consistentReview team deals to assist with structuring, pricing and completeness of deal packageDevelop new and expanding existing business banking relationshipsFollow current loans to ensure complete compliance with termsConsistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignmentDevelop partnerships with branch Managers, Treasury Management Advisors and Trust and Investment Advisors to promote additional business opportunities and profitability for NorthwestProspecting and personal production to be 25% of overall goalAchieve and exceed budget goalsActively participate in community affairsEncourage clients to maintain their personal banking at NorthwestManage SBA portfolio clientsPrepare electronic loan applications for submission to CreditMake loan presentations and recommendations to Credit, team leaders and senior line of business managers as requiredPartner with credit to ensure any ongoing review of SBA portfolio is properly documented and meets SBA guidelines for individual and team member portfoliosEnsure noncredit clients have appropriate treasury management and other related commercial services by partnering with Treasury and Merchant advisorsEnsure risk ratings are appropriate based on your knowledge of the clientAs required, collect on delinquent accounts. Support team members in their effortsAnalyze financial statements and related credit material to assess risk on a continuous basisComplete loan closings as requiredProvide credit information and references for internal review as requestedEnsure all credit files include current financial statements, agency reports, etc.Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 millionInterview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of riskCross sell credit and noncredit products as appropriateFollow current loans to ensure complete compliance with termsProactively keep abreast of industry trendsServe as a leader within Region and within Line of BusinessWork with Leadership to provide targeted training and support as needed- within branch network and within Regional Business Banking teamEnsure compliance with Northwest's policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentEducation and Experience PreferredBachelor's degree in business, accounting, finance, economics or marketing8-12 years of SBA Banking Relationship Management experience8-12 years of Prior Leadership experienceFormal Credit TrainingExperience consistently delivering strong sales performance and ability to lead a team towards similar resultsStrong Prospecting experienceStrong negotiating skills in terms loan structure and pricingExcellent verbal, written, and interpersonal communication skillsAbility to multitask and effectively prioritize responsibilitiesAbility to develop Business Banking team within Region and convey best practices to teammatesNorthwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.


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