SBA Business Development Officer III

3 weeks ago


College Station, United States The Adam Corporation Group Full time
SBA BUSINESS DEVELOPMENT OFFICER II

Location - Tampa, FL

SUMMARY: Responsible for sourcing well qualified SBA 7(a) and 504 loan opportunities and deposit relationships in Florida and Texas through internal and external calling efforts. Gathers loan documentation and screens request to determine whether the loan is SBA eligible and meets Bank's credit criteria. Works with credit department to prepare loan package and assists SBA Loan Administrator with closing. Serves as client interface with Bank and assists in post-closing client servicing needs.

JOB FUNCTIONS:
  • Focus on the origination and submission of SBA loan requests and deposit relationships through internal and external sources in accordance with Bank and SBA guidelines.
  • Organized prospecting and networking both internally and externally. Establish strong referral network and relationships with commercial real estate brokers, business brokers, loan brokers, CPAs, accountants, lawyers, etc. to solicit new SBA loan opportunities.
  • Participate in local trade and business/professional associations to increase market awareness of the Bank's SBA loan programs.
  • Provide training to banking center partners and lenders - participate in joint client calls.
  • Stay informed of all SOP 5010(H) eligibility guidelines. Verifying/Insuring SBA eligibility. Become a front-end resource to all referral sources in the markets served.
  • Gather loan documentation including business and personal financials, submits file to credit and work with clients and team members throughout the application and closing process.
  • Obtain and submit complete financial packages. Structure appropriate loan based on client's needs. Meet personally on-site with guarantors/borrowers before submission.
  • Pre-screen/qualify or dis-qualify new loan requests. Develop an understanding of the credit risk and be able to properly evaluate and disclose risk in a relationship.
  • Review and analyze financial statements. Complete upfront basic cash flow and collateral analysis; assist the credit analysis with the underwriting process.
  • Present loans to senior credit officers and/or loan committees.
  • Work with client, SBA Loan Administrator, credit and other areas of Bank to close and service loans.
POSITION REQUIREMENTS AND KEY QUALIFICATIONS:
  • Bachelor's degree in accounting, finance or other business-related field, or equivalent college degree preferred.
  • In depth knowledge of SBA 7(a) and 504 loan program guidelines / SOP.
  • Knowledgeable in SBA underwriting, general closing legal/documentation guidelines, financial institution operating policies and procedures, and state and federal banking regulations.
  • Unconditional commitment to meet production and prospecting goals
  • 3-5 years sales experience in SBA lending with a proven track record of prospecting and closing new business - Strong desire and commitment with consultative sales process
  • Experience with credit assessment and qualifying
  • Follows a written sales process
  • Strong organizational skills, time management and attention to detail.
  • Ability to prioritize
  • Clear and concise verbal and written communication skills.
  • Understands the importance of referral source updates and internal relationships. Polite, courteous, and respectful to all clients and Bank associates.
  • Willing to continue to develop and grow current skill sets
  • Internally motivated with the ability to work with minimal supervision
  • Strong follow-up and closing skills
  • Professional
  • Accepts full responsibility for all actions including deal quality
  • Willing to travel


  • College Station, Texas, United States The Adam Corporation Group Full time

    SBA Business Development Officer IIIAt The Adam Corporation Group, we are seeking a highly motivated and experienced SBA Business Development Officer III to join our team. As a key member of our commercial lending division, you will be responsible for sourcing and originating SBA loan opportunities in Florida and Texas.Key Responsibilities:Source and...


  • College Station, Texas, United States The Adam Corporation Group Full time

    SBA Business Development Officer III Job DescriptionAt The Adam Corporation Group, we are seeking a highly skilled SBA Business Development Officer III to join our team. This role is responsible for sourcing well-qualified SBA 7(a) and 504 loan opportunities and deposit relationships in Florida and Texas through internal and external calling efforts.Key...


  • College Station, United States The Adam Corporation Group Full time

    SBA BUSINESS DEVELOPMENT OFFICER III Location - Remote SUMMARY: Responsible for sourcing well qualified SBA 7(a) and 504 loan opportunities and deposit relationships in Florida and Texas through internal and external calling efforts. Gathers loan documentation and screens request to determine whether the loan is SBA eligible and meets Bank's credit...


  • College Station, United States The Adam Corporation Group Full time

    SBA BUSINESS DEVELOPMENT OFFICER II Location - Tampa, FL SUMMARY: Responsible for sourcing well qualified SBA 7(a) and 504 loan opportunities and deposit relationships in Florida and Texas through internal and external calling efforts. Gathers loan documentation and screens request to determine whether the loan is SBA eligible and meets Bank's credit...


  • College Station, Texas, United States The Adam Corporation Group Full time

    SBA Business Development Officer-Sales ManagerAs a key member of our team, you will be responsible for leading a national SBA sales team to achieve maximum productivity results and high customer satisfaction. You will work closely with the SBA Director and Senior Credit Administrator to implement business development strategies and credit quality consistent...


  • College Station, United States The Adam Corporation Group Full time

    SBA BUSINESS DEVELOPMENT OFFICER - SALES MANAGER Producing SBA Sales Manager will provide management oversight related to the recruitment, training, development and on-going sales management of a national SBA 7a team. The position will lead the Business Development Officers (BDO) to obtain maximum productivity results and high customer satisfaction. Working...


  • College Station, United States The Adam Corporation Group Full time

    SBA BUSINESS DEVELOPMENT OFFICER - SALES MANAGER Producing SBA Sales Manager will provide management oversight related to the recruitment, training, development and on-going sales management of a national SBA 7a team. The position will lead the Business Development Officers (BDO) to obtain maximum productivity results and high customer satisfaction. Working...


  • College Station, United States Texas A&M Health Full time

    Job Description Who We Are Student Business Services is dedicated to helping each student and his or her family better understand and manage their financialobligations to Texas A&M University, through an open and honest partnership. SBS processes all student financialinteractions and obligations including tuition and fees, student waivers and...


  • College Station, Texas, United States City of College Station Full time

    Job SummaryWe are seeking a highly skilled Business Development Manager to join our team at the City of College Station. The successful candidate will be responsible for coordinating economic development initiatives, managing business recruitment and expansion opportunities, and developing policies and programs to facilitate business retention and expansion...


  • College Station, Texas, United States City of College Station Full time

    Job SummaryWe are seeking a highly skilled Business Development Manager to join our team at the City of College Station. The successful candidate will be responsible for coordinating economic development initiatives, managing business recruitment and expansion opportunities, and developing policies and programs to support business growth.Key...


  • College Station, Texas, United States COLLEGE STATION-CITY OF Full time

    Job Summary:The Business Development Manager will perform a variety of professional administrative functions related to Economic Development, including coordinating a pro-active development engagement initiative, managing the direct recruitment of business prospects, and preparing and implementing policies and programs relative to economic development...


  • College Station, Texas, United States Hildebrandt Capital LLC Full time

    Job DescriptionWe're seeking a highly motivated and results-driven Business Development Representative to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving revenue growth.Key Responsibilities:Develop and execute sales strategies...


  • College Station, Texas, United States Farmers District 31 Full time

    Job Title: Insurance Business Development SpecialistAbout the Role:We are seeking a highly motivated and results-driven Insurance Business Development Specialist to join our team at Farmers District 31. As a key member of our sales team, you will be responsible for generating new business and helping the agency to grow. Your primary focus will be on...


  • College Station, Texas, United States Ewing Outdoor Supply Full time

    Job OverviewEwing Outdoor Supply is seeking a highly motivated and detail-oriented intern to join our team in a rotational internship program. As a key member of our team, you will have the opportunity to gain hands-on experience in various job functions, including operations, sales, and leadership development.During this internship, you will work closely...


  • College Station, Texas, United States Weichert Full time

    We are seeking a skilled Real Estate Agent to join our team at Weichert. As a Real Estate Agent, you will be responsible for building a strong, scalable real estate business and becoming a top earner in the industry using our innovative lead generation strategies.Weichert is one of the largest independently owned real estate companies in the country, and we...


  • College Station, Texas, United States Farmers Insurance Full time

    Job OverviewOur agency is seeking a skilled Producer to help us grow and succeed in the insurance industry. As a key member of our team, you will be responsible for generating new business and providing exceptional service to our customers. If you have a passion for helping others and a drive to succeed, we encourage you to learn more about this exciting...


  • College Station, Texas, United States FUJIFILM Holdings America Corporation Full time

    OverviewThe work we do at FUJIFILM Holdings America Corporation has never been more critical, and we are seeking talented candidates to join our team.We are expanding our locations, capabilities, and teams, and looking for passionate, mission-driven individuals like you who want to make a real difference in people's lives.As a Manufacturing Technician III,...


  • College Station, Texas, United States SERVPRO Full time

    Make a Positive Impact in Your Community At SERVPRO, we're seeking a self-motivated and proactive Business Development Representative to join our team in the Happy Valley territory. As a key member of our franchise, you will be responsible for meeting or exceeding assigned sales quotas by executing the sales cycle, setting up closing appointments, and...


  • College Station, Texas, United States Miles Pusateri - State Farm Agent Full time

    Account Manager RoleAs a vital member of our team, the Account Manager plays a crucial role in our daily business operations and customers' success. This position involves growing our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. The Account Manager improves the lives of our customers by...


  • College Station, United States Lee Enterprises Full time

    The Eagle, a publication of Lee Enterprises, is seeking an energetic, skilled sales executive to drive digital multi-media account growth for new and existing accounts through prospecting, developing, and closing leads using a variety of sources. Lee offers a vast array of digital marketing products, tools and partners to meet advertising needs of any...