SBA Banker
1 week ago
Texas Capital
is
built to help businesses and their leaders. Our depth of knowledge and
expertise
allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in peoples success today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who
possess
deep experience across a multitude of industries. Equally important, they bring commitment investing the time and resources to understand our clients immediate needs,
identify
market opportunities and meet long-term
objectives
. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program,
fertility and family building aids,
life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to
The Dallas Morning News
Dallas-Fort Worth metroplex Top Workplaces 2023 and
GoBankingRates
2023 list of Best Regional Banks. For more information about joining our team, please visit us at
www.texascapitalbank.com
.
Overview:
The SBA Banker is responsible for ultimately owning the client relationship, providing expert service and advice, to drive towards the successful execution of the firm's strategy.
Responsibilities:
Cultivate referral sources to drive SBA loans to the firm.
Reviews financial statements and supporting documents, structures SBA loan proposals, completes initial analysis, and prepares credit package.
Originating sufficient volume of SBA Loans (7A and 504)
Establish strong relation with assigned business banking team to facilitate SBA opportunities.
Support SBA Credit Analyst/Underwriter & Closing Specialist in the collection of documents to complete the application & closing process.
Interviewing applicants and requesting specific information for SBA loan application, requesting credit reports, establishing eligibility, and other information pertinent to the evaluation of loan application.
Tracking and logging COI/referral sources, client and prospect Agenda Based Calls
Managing internal shared folders and maintaining pipeline report.
Develop a strategic client acquisition pipeline based upon parameters assigned by your line of business to deepen and expand your portfolio and the Banks presence in the market.
Focus on targets and deadlines; Possess a natural disposition to be focused on achieving production goals and calling metrics.
Ability to implement a proactive approach toward managing expenses to ensure a healthy P&L statement.
Keep abreast of the latest financial and SBA product knowledge, financial markets, and relevant regulations.
Stay current on business trends, including businesses which are thriving in your area of expertise.
Surface issues and provide feedback to appropriate corporate functional leaders for visibility and resolution.
Qualifications:
SBA Lending, Banking or related field
Formal Credit training program or equivalent work experience
Minimum 7 years in financial services or banking
Advanced knowledge and understanding of SBA, SOP, and Credit.
Active community participation and relationship development
Specialized industry knowledge
Strong ability to develop and recommend innovative solutions for our clients.
Strong ability to develop, cultivate and maintain client relationships with increased complexity (size of organization, number of deals, etc.)
Strong ability to drive client referrals to the appropriate segment/LOB for maximum client effectiveness and development
Strong ability to interact, negotiate and influence at more senior levels of the organization.
Strong formal business writing skills
Strong knowledge and use of Salesforce
Strong technical proficiency in the use of MS Office products for reporting, data analytics, and presentations
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in peoples success today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment investing the time and resources to understand our clients immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweeks inaugural list of Americas Most Trusted Companies
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