SBA Relationship Manager

OVERVIEW
The SBA Relationship Manager combines proactive business development with disciplined credit risk management and is dedicated to identifying, structuring, and executing SBA lending solutions for potential and existing customers.

ESSENTIAL JOB FUNCTIONS

Originate SBA 7(a) loans with annual volume targets in the $10M-15M+ range

Build and maintain a pipeline through COI relationships, broker networks, and direct small business outreach

Structure credit requests in compliance with SBA SOP and program eligibility requirements

Manage borrower relationships from initial contact through closing and ongoing portfolio monitoring

Partner with underwriters and closers to drive efficient loan execution

Actively monitor portfolio performance and maintain proactive borrower relationships

Ensure all originations meet SBA program requirements and internal credit standards

Support special assets and workout situations as needed in collaboration with credit administration

JOB REQUIREMENTS

Bachelor's degree in business, finance, accounting, or related field or equivalent in education and experience

Prior SBA 7(a) origination experience

Demonstrated ability to build and manage a referral pipeline

KNOWLEDGE/SKILLS REQUIRED

Intermediate relationship building skills

Intermediate customer service skills

Intermediate negotiation skills

Intermediate knowledge of SBA program mechanics, loan structuring, and SOP compliance

Intermediate understanding of secondary market loan sales and guarantee premium execution

Intermediate verbal and written communication skills

Intermediate proficiency with loan origination systems

Intermediate proficiency with Microsoft Office

PHYSICAL AND MENTAL QUALIFICATIONS

Standing, walking, bending and stooping required

Must be able to sit at a desk for long periods of time and use a computer

Must be able to occasionally move or lift up to 10 pounds

May be asked to work supplemental hours periodically

Limited travel required occasionally during and after business hours

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