SBA Business Development Officer

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Identify and cultivate qualified prospects for SBA loan products through influential networks.

• Collaborate directly with applicants to evaluate their SBA eligibility and Fifth Third credit qualifications.

• Ensure compliance with the SBA SOP and Fifth Third credit policy while prioritizing the customer experience.

• Partner with product specialists to analyze, assess, and create customized relationship strategies for each client or prospect.

• Participate in community events and industry-specific forums, conferences, and meetings to expand relationship networks and referral channels.

• Leverage the organization’s value proposition to communicate the benefits of securing financing through a tech-enabled lender.

• Successfully maintain and enhance long-term, profitable client relationships.

• Organize and execute relationship strategy and review meetings alongside product partners.

• Coordinate client-facing initiatives, including credit assistance and collaboration with other product partners.

• Conduct thorough pre-call planning, utilize a One Bank consultative sales approach, and ensure timely post-call follow-up.

• Collaborate with internal stakeholders on credit requests while adhering to established portfolio management guidelines.

• Monitor ongoing customer financial performance, conditions, and industry trends to mitigate acceptable risks.

⛳️ Requirements

• In-depth knowledge of U.S. Small Business Administration loan programs.

• A minimum of five years of experience in SBA sales.

• Proven track record in generating new client business and enhancing the client experience.

• Strong business acumen, including proficiency in analyzing financial statements and understanding fundamental accounting principles.

• Capability to evaluate client needs, profitability drivers, and provide optimal financial solutions for both corporate and personal life cycles.

• Effective problem-solving and analytical abilities, with the skill to manage and prioritize multiple tasks effectively.

• Strong verbal and written communication skills, particularly in face-to-face negotiations and group presentations.

• Demonstrated success in a team-oriented sales environment.

• Proficiency in all Microsoft Office applications.

🏝️ Benefits

• Comprehensive benefits programs designed to support physical, financial, emotional, and social well-being.