Generates SBA loans, deposits and fee income for the Regional Banking Group. Works in partnership with Branch Managers and Branch sales staff to develop new SBA business relationships. Responsible for originating and funding SBA loans in designated area. Annual production objectives are generally around $10 million.
Essential Job Functions
- Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients requiring extensive automobile travel.
- By year-end, achieves 100% of established annual production objective (APO) that will be determined at or near the beginning of every year. Achieves at least 20% of the established APO in the first calendar quarter; 25% in the second and third calendar quarters; and 30% in the fourth calendar quarter. The quarterly objectives are based on management’s determination of the funding seasonally within the SBA industry.
- Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Sales Manager. Marketing activities outside designated area will require supervisory approval.
- Works to foster new and expand existing customer relationships through cross-selling products and services.
- Develops and maintains a referral source database for both local and the bank overall SBA marketing purposes.
- Maintains and applies a thorough understanding of the bank’s credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.
- Actively participates in local SBA district functions with assigned marketing area.
- Provides management with input regarding current policies and practices.
Other Job Duties
Assists the bank in the promotion of all product lines offered in assigned market.
Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area.
Performs other duties as assigned.
Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
May have practical knowledge of project management.
Requires 5 years minimum prior relevant experience.
Verbal and written communication and presentation skills.
Knowledge of Word and Excel.
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