Business Development Specialist SBA
2 weeks ago
The Business Development Specialist SBA (BDS) primary responsibility will be to support external loan originations generated by the Business Development Officers (BDOs). A BDS may support multiple BDOs based on loan volumes.
The BDS will be responsible for reviewing loan requests from small business owners; following up with customers by email and phone to ensure completion of loan packages; and communicating with the BDOs on the status of files and follow-up required.
The BDS will review product pricing and guidelines to ensure proper lending solutions. A key priority for the BDS is to create a unique customer experience through outstanding service that is courteous, helpful, informative and deliver customer-centric solutions to meet customers financing needs. The BDS will fulfill all calls and customer requests within established timeframes to ensure individual and team goals are achieved and maintain thorough understanding of all product guidelines and documentation requirements to provide appropriate guidance for each customer. The BDS may also be required to process direct leads based on work volumes
ABOUT LENDISTRY
Lendistry is a minority-led and technology-enabled small business and commercial real estate lender that innovates game changing lending practices for historically underserved small businesses. With Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certifications, and offering SBA 7(a) loans through its subsidiary, Lendistry is a responsible partner for small businesses through their growth stages and beyond. We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.
GENERAL RESPONSIBILITIES
Support assigned BDOs to review and process loan applications submitted
Maintain thorough understanding of loan products, guidelines, and minimum required documents.
Maintain the highest degree of customer satisfaction and professionalism (e.g., tone, voice inflection, word choices).
Utilize scripts and email templates provided as guidelines for customer communication.
Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and complete ISQ, and effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process.
Continue to be an active and engaged learner availing yourself of all training, meetings, management coaching, communications, and internal partnerships.
Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness.
Review loan application packages for completeness and eligibility.
Meet established KPIs for production, quality and customer service
PROFICIENCIES
Exceptional customer service skills.
Diligent follow-up skills.
Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, ability to work independently and as part of a team.
Strong analytical ability with active listening skills.
Willingness to adapt to changing business needs and deadlines, including extended work hours.
Exhibit a professional, business-like appearance and demeanor.
Excellent written and verbal communication skills with individuals at all levels, (internally and externally).
Strong PC skills; proficient in MS Word, Excel, and PowerPoint.
Strong sense of urgency, with the ability to thrive in a fast-paced environment.
EDUCATION and EXPERIENCE
High School Diploma
Sales Experience Preferred
SALARY
- $24.00 - $32.00/Hourly, depending on location and experience.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
-
Svp, Sba Business Development Officer
1 week ago
Los Angeles, United States Enterprise Bank & Trust Full timeEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...
-
Sba Portfolio Manager Iii
2 weeks ago
Los Angeles, United States United Business Bank Full timeJoin a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United...
-
SVP, SBA Business Development Officer
2 weeks ago
Los Angeles, United States Enterprise Financial Services Corp Full timeSVP, SBA Business Development Officer page is loaded SVP, SBA Business Development Officer Apply locations Los Angeles, CA time type Full time posted on Posted 4 Days Ago job requisition id REQ - 2947 Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company...
-
Sba Note Officer
2 weeks ago
Los Angeles, United States United Business Bank Full timeJoin a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United...
-
Sba Note Officer
2 weeks ago
Los Angeles, United States United Business Bank Full timeJoin a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United...
-
Vp Sba Business Development Officer
2 weeks ago
Los Angeles, United States Sumitomo Mitsui Banking Corporation Full time**ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals. The anticipated salary range for this...
-
Sba Manager
1 week ago
Los Angeles, United States GBC International Bank Full time**Job Summary** The SBA Manager develops and executes business plans aligned with management objectives and directs the generation of sales opportunities. Ensure all SBA eligibility, regulations and underwriting guidelines are followed. Reviews loan quality and oversees process. **Essential Job Functions** - Generates and manages the bank’s SBA...
-
Business Loan Specialist
3 weeks ago
Los Angeles, United States COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT Full timeDescription: Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation. **ESSENTIAL DUTIES & RESPONSIBILITIES** - Provide business consulting to...
-
SBA Lender
2 weeks ago
Los Angeles, California, United States gpac Full timeRemote SBA Lender Needed A National preferred SBA bank is looking for a new lender to join their team. This organization is a long-standing bank with a great reputation Primary Responsibilities include but are not limited to: Direct calling on referrals from inside and outside bank partners in a direct effort to develop new loan business. Meet/exceed...
-
Sba Servicing Officer
2 weeks ago
Los Angeles, United States Commonwealth Business Bank Full time**SUMMARY** Adheres to Bank policies and procedures and complies with all State and Federal banking regulatory requirements, including but not limited to Sarbanes-Oxley Act, Bank Secrecy Act, Anti-Money Laundering, OFAC, Customers Right to Privacy Act, Regulation D, Regulation DD/Truth in savings, USA Patriot Act, CIP, Elder Care, Sexual Harassment,...
-
Business Development Trainee
2 days ago
Los Angeles, United States LA Business Development Firm Full timeJob DescriptionJob DescriptionA&Z Marketing is a partnership for high-profile brands. We assist our clients with their brand exposure by providing unique and creative sales and marketing campaigns that seek to earn the highest ROI and sales revenue. This year, we are forecasting the most expansive growth we have seen, and a big part of that is our Business...
-
SBA Loan Officer
2 weeks ago
Los Angeles, United States GBC International Bank Full timeJob DescriptionJob DescriptionJob SummaryThe SBA Loan Officer plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans. Essential Job FunctionsAssists lending team in all facets of growing and managing the...
-
Business Development Specialist
2 weeks ago
Los Angeles, United States Carrier Johnson Full timeCarrier Johnson + Culture is an award-winning architecture and design firm with offices in San Diego, Los Angeles, Seattle and Atlanta. We specialize in workplace, multifamily, mixed-use, affordable housing, public, higher education, hospitality, and commercial projects. Founded in 1977, we pursue a multi-disciplinary, culture-focused design approach with...
-
Business Development Specialist
3 weeks ago
Los Angeles, United States Carrier Johnson + Culture Full timeCarrier Johnson + Culture is an award-winning architecture and design firm with offices in San Diego, Los Angeles, Seattle and Atlanta. We specialize in workplace, multifamily, mixed-use, affordable housing, public, higher education, hospitality, and commercial projects. Founded in 1977, we pursue a multi-disciplinary, culture-focused design approach with...
-
Business Development Specialist
2 weeks ago
Los Angeles, United States Carrier Johnson Full timeCarrier Johnson + Culture is an award-winning architecture and design firm with offices in San Diego, Los Angeles, Seattle and Atlanta. We specialize in workplace, multifamily, mixed-use, affordable housing, public, higher education, hospitality, and commercial projects. Founded in 1977, we pursue a multi-disciplinary, culture-focused design approach with...
-
Business Development Specialist
23 hours ago
Los Angeles, United States Peregrine Team Full timeJob Description Job Description Peregrine Team is looking for a Business Development Specialist to join our team! The Business Development Specialist is responsible for prospecting sales and qualifying leads for new and existing accounts. This person will act as a liaison between our marketing and sales teams. He/she will be naturally curious,...
-
Los Angeles, United States Matura Farrington Full timeAward winning AM Law firm seeks a Business Development Specialist to support business development and visibility initiatives for assigned practices and lawyers in their Century City office. Collaborating within a team framework, this position will closely partner with the Marketing Manager and a specialist to drive the growth of their business through...
-
Marketing And Business Development Specialist
3 weeks ago
Los Angeles, United States Matura Farrington Full timeAward winning AM Law firm seeks a Business Development Specialist to support business development and visibility initiatives for assigned practices and lawyers in their Century City office. Collaborating within a team framework, this position will closely partner with the Marketing Manager and a specialist to drive the growth of their business through...
-
Marketing And Business Development Specialist
2 weeks ago
Los Angeles, United States Matura Farrington Full timeAward winning AM Law firm seeks a Business Development Specialist to support business development and visibility initiatives for assigned practices and lawyers in their Century City office. Collaborating within a team framework, this position will closely partner with the Marketing Manager and a specialist to drive the growth of their business through...
-
Business Development Specialist
3 weeks ago
Los Angeles, United States Total Aerospace Services Full timeJob DescriptionJob DescriptionJob SummaryAre you passionate about driving business growth in the aerospace, defense, and space industries? Our client is expanding their operations to the United States and is seeking a Business Development Specialist to play a key role in developing and expanding business in the U.S. market. Our client needs a motivated...
