SBA Relationship Manager III

8 hours ago

Richland, Washington, United States Gesa Credit Union Full time
Job Summary

Gesa Credit Union is seeking a highly motivated and experienced Small Business Administration (SBA) Relationship Manager to join our dynamic team. As an SBA Relationship Manager III, you will be responsible for establishing, developing, and retaining customer relationships through referrals and business development. You will primarily market SBA loan guarantee programs such as 7(a), Express, SBA 504 and other government guarantee programs with emphasis on client contact and origination.

Key Responsibilities
  • Responsible for the annual production of $10 million or more, in government guaranteed SBA 7(A) loans.
  • Be knowledgeable of and promote all credit union products and services with active referrals to credit union partners.
  • Makes a substantial number of outside, in-person calls on prospects and clients requiring extensive automobile travel.
  • Develops and maintains a referral source database for both local and the credit unions overall SBA marketing purposes.
  • Accept credit applications, interview loan applicants, review applications and credit histories.
  • Evaluate existing and projected company cash flow.
  • Ability to structure an SBA Loan: Develop and present loan proposals, including terms, conditions, and repayment structures, that align with both SBA requirements and the needs of the business.
  • Collaborate with the credit underwriting team to evaluate loan applications, assess risk, collateral and make recommendations for loan approval.
  • Maintain existing customer relationships; develop and expand new customer relationships.
  • Prepare detailed, complete, loan approval presentations for new credit applications, extensions, modifications, and renewal requests.
  • Monitor loans through periodic reviews and documentation in conjunction with Portfolio Manager, SBA Credit Analyst/Underwriter, and/or as requested.
  • Collect past due accounts and/or support SBA Lending Manager/Portfolio Manager in the collection of accounts.
  • Properly maintain credit files including file memos updating the status of the client relationship.
  • Maintain knowledge of and compliance with banking / credit union regulations including internal credit union policies.
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
  • Serve as a liaison between branches and commercial loan officers to respond to referrals for new SBA business.
  • Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism.
  • Perform assigned duties in accordance with Gesa Credit Union and the SBA's Mission, Vision, and Core Values; and provide the members with timely, responsive and exceptional service in accordance with the credit union's customer service standards.
  • Understanding of the SBA Standard Operating Procedures (SOP's), including origination, servicing, and liquidation.
  • Perform job duties with limited daily supervision, exercising a high level of discretion and sound judgment.
  • Will be asked to coach, mentor, or train others and teach coursework as subject matter expert.
About You

We are looking for a highly motivated and experienced professional with a strong background in commercial lending and business development. The ideal candidate will have a proven track record of success in SBA lending and a strong understanding of the SBA loan guarantee programs.

The successful candidate will be a strong communicator with excellent interpersonal and customer service skills. They will be able to work effectively in a team environment and have a strong ability to analyze financial data and make sound business decisions.

The candidate will also have a strong understanding of the credit union's products and services and be able to promote them effectively to our members.

Qualifications
  • Over 5 years of commercial lending relationship management with an emphasis on SBA lending.
  • Advanced Treasury Management product knowledge.
  • Advanced ability to interpret financial statements and credit analysis.
  • Demonstrate excellent customer service via phone, email, and in-person and excellent communication and organizational skills.
  • Proficiency with standard office equipment and business software.
  • Some travel is required to develop markets, attend credit union training, site visits, attend SBA specific training, and fulfill duties.
  • High energy level and ability to sell to customers' needs.
  • Ability to close, prospect and have sales planning.
  • Analytical and problem-solving skills with prior consumer, and commercial lending experience, wide-ranging and in-depth knowledge of industry practices.
  • High school diploma or GED. Some college with focus on accounting, finance, or general business College degree preferred.
Our Team Member Value Proposition
  • Competitive Pay
  • Medical, Dental, Vision, and Life Insurance
  • 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays
  • 401(k) Match
  • Incentive Program
  • Tuition Assistance and Student Loan Repayment
  • Commuter Benefits
  • Paid Time Off to Volunteer in the Community
  • Product discounts
  • Engaging Work Environment
  • Rewards and Recognition Programs

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