SBA Credit Relationship Manager at First United Bank | TX, US | Rezi

SBA Credit Relationship Manager at First United Bank

SBA Credit Relationship Manager

First United Bank · TX, US

2 weeks ago

SBA Credit Relationship Manager

First United Bank · TX, US

14 days ago
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About the Role

This position is responsible for attracting new SBA loan customers through internal and external referral sources. The primary role includes educating internal lending staff on SBA programs, helping them target loan opportunities, and assisting with qualifying and structuring potential SBA loan requests.

Responsibilities

  • Makes business development calls on existing and potential new clients.
  • Determines SBA eligibility and helps structure loan requests.
  • Completes a thorough summary of the loan request and gathers needed information for the Underwriting staff.
  • Works independently and is self-motivated.
  • Provides education to internal lending staff on various SBA programs.
  • Represents the bank in civic and community functions to enhance its image and develop new business.
  • Promotes a favorable image of the bank in all business activities within the community.
  • Performs other duties as requested by SBA Director or Sales Manager.
  • Completes all required compliance exams on a yearly basis.
  • Adheres to all First United Policies and Procedures.
  • Dresses professionally.

Requirements

  • Proven ability to effectively communicate the advantages of SBA programs with prospective customers.
  • Proven ability to win the confidence of internal banking officers who refer prospective deals.
  • Strong attention to detail.
  • Good communication, sales, and public relations skills.
  • Demonstrates a thorough knowledge of the SBA lending program as specified in the most recent Standard Operating Procedures (SOP).
  • Exceptional customer service skills.
  • Demonstrates good judgment, problem-solving, and decision-making skills.
  • Ability and willingness to take the lead in working the customer through the SBA process.
  • Computer and software proficiency.
  • Demonstrates excellent written and verbal communication skills displaying the ability to communicate clearly and informatively to customers and lending staff.
  • Strong interpersonal skills and ability to work well with a wide range of people.

Skills

  • Sales
  • Marketing
  • Communication
  • Public Relations
  • SBA Lending Program Knowledge
  • Customer Service
  • Judgment
  • Problem-Solving
  • Decision-Making
  • Interpersonal Skills

Location

  • Austin-Seven Oaks
  • Moore
  • OKC-Downtown
  • Plano-Parkwood
  • San Antonio

Work Type

  • Full-time

Experience Level

  • Five plus years of small business lending or small business underwriting in a bank
  • Preference for experience in SBA lending

Education Level

  • Bachelor's degree in business, finance, or related field

Benefits

  • Wide array of benefits for our staff

About the Company

  • First United Bank is a family-friendly organization with strong ties to the communities we serve.
  • We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest.
  • We are committed to providing excellent career opportunities.
  • First United has been voted as one of the top places to work in Oklahoma since 2009.
  • Honored by OKCBiz Magazine as a "Best Places to Work" organization.
  • Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them.

Equal Opportunity

  • First United is an Equal Opportunity Employer.
  • To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.