SBA Sales Analyst

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

📋 Description

• Support the comprehensive execution of the Enterprise channel business plan.

• Act as a primary contact for intricate partner issues and promote cooperative solutions.

• Engage with senior internal and external stakeholders.

• Champion and enhance effective cross-functional collaboration within the Enterprise channel.

• Assist in implementing the strategy for managing and onboarding both new and existing referral partner relationships.

• Oversee partner expectations and relay pertinent updates or changes impacting partners or borrowers.

• Utilize Bank tools, including AI, to track and evaluate referral partner performance against production objectives.

• Monitor partner performance and strive to achieve revenue goals.

• Assess incoming loan volume in relation to operational capacity and institutional risk tolerances.

• Review incoming loan packages for completeness and accuracy using Bank tools, including AI.

• Manage expectations of clients and partners while addressing challenges effectively.

• Identify and escalate bottlenecks, risks, or significant challenges to management.

⛳️ Requirements

• A bachelor's degree in Business Administration, Finance, Economics, or a related discipline.

• 2-4 years of experience in business development, channel management, or strategic partnerships, with a proven history of meeting growth objectives in a financial services or fintech setting.

• Proven expertise in managing and executing detailed business plans.

• Strong analytical capabilities with the capacity to interpret data, recognize trends, and make informed, data-driven decisions.

• Outstanding relationship management and negotiation abilities.

• Demonstrated capacity to independently manage complex projects and drive results.

• Excellent verbal and written communication, presentation, and interpersonal skills.

• In-depth understanding of operational capacity planning and risk management principles within a financial institution.

• Proficiency in CRM software (e.g., Salesforce) and advanced skills in Microsoft Office Suite.

• Experience with SBA lending and/or Small Business Lending is considered an advantage.

🏝️ Benefits

• Flexibility for remote work.

• A diversity of thought and perspective.

• A culture of cross-functional teamwork.

• Ideas are valued, and accountability is encouraged.

• Achievements are celebrated.