Small Dollar Specialist

Role Overview

• Educates branch and small business associates on the benefits of SBA lending
• Creates strategies to originate SBA Loans with Internal Partners and in the marketplace of $500,000 and less
• Presents the company's loan capabilities and structures SBA loan proposals for SBA Small Dollar
• Develops and maintains a thorough understanding of SBA policies and structure, product knowledge, and financial analysis
• Serves as a central point of banker and client contact for potential SBA opportunities
• Identifies and develops relationship strategy for clients
• Coordinates with internal partners to fulfill the solution agreed to by the client
• Plans and executes quality client calls
• Manages transaction processes with support as required

Requirements

• Two (2) years in a client facing financial services role
• High school Diploma or GED

Benefits

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program