SBA Lending Relationship Manager
4 weeks ago
About the Role
At WSFS Bank, we're committed to empowering our Associates to grow their careers and guide our customers to secure their financial futures. As an SBA Lending Relationship Manager, you'll play a key role in developing strategies to originate SBA loans in the marketplace and partnering with Retail branches and the Commercial lending network to drive referrals from internal sources.
Key Responsibilities
- Lead the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis.
- Develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.
- Structure SBA loan proposals and prepare credit packages.
- Drive the success and growth of the assigned sales territory.
- Be the face of WSFS Bank for existing WSFS SBA portfolio customers with servicing needs.
Requirements
- Bachelor's degree in a business-related field or equivalent experience.
- At least 5 years of financial services industry experience.
- At least 5 years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans.
- At least 5 years of experience selling business-related financial services products.
- Superior customer service, sales, and business development skills.
- Strong knowledge of commercial and consumer loan and deposit products.
- Ability to travel to WSFS Bank's various locations throughout our footprint.
- Excellent oral and written communication skills, as well as excellent listening ability and presentation skills.
- Self-motivated and able to work with minimal supervision.
- Intermediate skill level using Microsoft Office.
- Some knowledge and understanding of underwriting and evaluation commercial credit is preferred.
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