SBA Business Development Officer

7 days ago


Dallas, Texas, United States CrossFirst Bank Full time
About the Role

We are seeking a highly skilled SBA Business Development Officer to join our team at CrossFirst Bank. As a key member of our commercial lending team, you will be responsible for building a customer base of new clients through prospecting, community involvement, and proactive business development activities.

Key Responsibilities
  • Originate new SBA 7(a) and SBA 504 loans through prospecting and relationship-building efforts.
  • Drive new business development through consistent and focused calling activity, leveraging a network of commercial real estate brokers, business brokers, and other industry professionals.
  • Structure SBA loan proposals, complete initial analysis, and compile a complete application package to meet individual client needs.
  • Partner with the Commercial Banking Team to develop SBA opportunities and educate on SBA Lending to facilitate an increase in quality referrals.
  • Maintain knowledge of SBA Standard Operating Procedures and Bank policies to ensure compliance and efficiency.
  • Track prospecting efforts through our sales management software to analyze and improve performance.
  • Analyze customers' needs and ascertain their financial position and credit worthiness to establish and negotiate terms, costs, repayment methods, collateral requirements, and rates.
  • Represent the Bank and SBA team in a highly professional manner, interacting with internal and external clients to provide extraordinary service.
Requirements
  • Proven track record of funding $10MM+ in SBA 7a loans annually.
  • 5 or more years' experience in a similar lending environment or financial institution.
  • Advanced knowledge of SBA loan products and services.
  • Demonstrated ability to network and build centers of influence.
  • Successful experience developing new client relationships across a variety of middle-market companies through calling efforts and proprietary referral networks.
  • Proven performer as a commercial loan officer in a high-performing commercial bank environment.
About CrossFirst Bank

CrossFirst Bank is a leading financial institution serving the financial needs of businesses, professionals, and their families in multiple markets. We are committed to serving our team members, clients, and community with a highly collaborative culture, exceptional career opportunities, outstanding compensation and benefits, and a commitment to professional development and personal growth.



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