Key skills
CommunicationPresentation SkillsSales
About this role
Role Overview
- Drive the sales life cycle by generating leads and sourcing opportunities
- Utilize expertise in loan policies, product knowledge, and financial analysis to structure SBA loan proposals
- Prepare comprehensive credit packages
- Build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, etc.
- Address servicing needs and ensure customer satisfaction
Requirements
- Bachelor's degree, preferably in a business-related field, or equivalent experience
- 5+ years of financial services industry experience
- 5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans
- 5+ years of experience selling business related financial services products
- Knowledge of commercial and consumer loan and deposit products
- Superior customer service, sales, and business development skills
- Ability to travel to WSFS Bank’s various locations throughout our footprint
- Excellent oral and written communication skills
- Excellent listening ability and presentation skills
- Self-motivated and able to work with minimal supervision
- Intermediate skill level using Microsoft Office
- Knowledge and understanding of underwriting and evaluation commercial credit is preferred
Benefits
- medical, dental, and vision coverage
- a 401(k) plan
- life, accident, and disability insurance
- flexible spending accounts (FSAs) and health savings accounts (HSAs)
- wellness programs
- paid parental leave
- military leave
- vacation and other paid time off
- sick leave in accordance with applicable state laws
- paid holidays