Valley National Bank Job - 40512629 | CareerArc
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Company: Valley National Bank
Location: Orlando, FL
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services


The SBA Business Development Officer will identify, market, and sell SBA Products in the designated footprint.   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.

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