SBA Business Development Officer - South FL Job Listing at Valley Bank in Miami, FL (Job ID 24-136)

Description

Responsibilities include but are not limited to:

• Assist with soliciting new SBA business from present and prospective clients. Conduct calls and other marketing efforts focused on prospects, clients, internal referral sources, and external referral sources.
• Establish strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's).
• Call on potential SBA customers with the Bank's RM's. Educate the borrower on SBA process, structure, and set expectations.
• Develop and maintain intimate knowledge of the SBA SOP and subsequent changes.
• Analyze, determine eligibility, originate, and structure SBA loan requests.
• Submit complete documentation packages to the credit and packaging departments. Assist in the credit analysis and underwriting process.
• Refer conventional lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.
• Stay actively involved in NAGGL and other forms of SBA training in order to be current on policies and procedure.
• Attend RM meetings and branch meetings when possible to discuss SBA Lending and possible SBA prospects.
• Coordinate with RM, SBA Administration, Loan assistant/closer, and closing attorney to insure loan closings are in compliance with bank policy, banking regulations, and SBA SOP.
• Attend SBA closings.
• Participate in civic and community activities to promote the SBA Program and the Bank.