Jobs
>
Tustin

    Business Development Specialist SBA - Tustin, United States - Lendistry

    Lendistry
    Lendistry Tustin, United States

    1 week ago

    Default job background
    Description

    EXECUTIVE SUMMARY OF RESPONSIBILITIES

    The Business Development Specialist SBA (BDS) primary responsibility will be to support external loan originations generated by the Business Development Officers (BDOs).

    A BDS may support multiple BDOs based on loan volumes.

    The BDS will be responsible for reviewing loan requests from small business owners; following up with customers by email and phone to ensure completion of loan packages; and communicating with the BDOs on the status of files and follow-up required.

    The BDS will review product pricing and guidelines to ensure proper lending solutions.

    A key priority for the BDS is to create a unique customer experience through outstanding service that is courteous, helpful, informative and deliver customer-centric solutions to meet customers' financing needs.

    The BDS will fulfill all calls and customer requests within established timeframes to ensure individual and team goals are achieved and maintain thorough understanding of all product guidelines and documentation requirements to provide appropriate guidance for each customer.

    The BDS may also be required to process direct leads based on work volumes

    ABOUT LENDISTRY

    Lendistry is a minority-led and technology-enabled small business and commercial real estate lender that innovates game changing lending practices for historically underserved small businesses.

    With Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certifications, and offering SBA 7(a) loans through its subsidiary, Lendistry is a responsible partner for small businesses through their growth stages and beyond.

    We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.


    GENERAL RESPONSIBILITIES

    • Support assigned BDOs to review and process loan applications submitted
    • Maintain thorough understanding of loan products, guidelines, and minimum required documents.
    • Maintain the highest degree of customer satisfaction and professionalism (e.g., tone, voice inflection, word choices).
    • Utilize scripts and email templates provided as guidelines for customer communication.
    • Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and complete ISQ, and effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process.
    • Continue to be an active and engaged learner availing yourself of all training, meetings, management coaching, communications, and internal partnerships.
    • Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness.
    • Review loan application packages for completeness and eligibility.
    • Meet established KPIs for production, quality and customer service

    PROFICIENCIES

    • Exceptional customer service skills.
    • Diligent follow-up skills.
    • Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, ability to work independently and as part of a team.
    • Strong analytical ability with active listening skills.
    • Willingness to adapt to changing business needs and deadlines, including extended work hours.
    • Exhibit a professional, business-like appearance and demeanor.
    • Excellent written and verbal communication skills with individuals at all levels, (internally and externally).
    • Strong PC skills; proficient in MS Word, Excel, and PowerPoint.
    • Strong sense of urgency, with the ability to thrive in a fast-paced environment.
    EDUCATION and EXPERIENCE

    • High School Diploma
    • Sales Experience Preferred

    SALARY
    * $ $32.00/Hourly, depending on location and experience.

    #J-18808-Ljbffr
  • Trinus

    Regulatory Affairs Specialist

    1 week ago

    Trinus Irvine, United States

    Job Description · Job DescriptionSummary: · The main function of a regulatory affairs specialist is to complete and maintain regulatory approvals and clearances of assigned products. · Key Responsibilities: · Create regulatory submissions (exercising judgment to protect proprieta ...

  • Meggitt

    Purchasing Analyst

    1 week ago

    Meggitt Irvine, United States

    Job Description · JOB SUMMARY · This position will be accountable for support of the purchasing team while acting in an assistant capacity to Supply Chain Management and senior members of the procurement team. Will work under normal supervision to perform standard duties. Has t ...

  • Trinus

    Application / Validation Engineer

    3 days ago

    Trinus Irvine, United States

    Job Description · Job DescriptionSummary: · The Validation Specialist will be responsible for ensuring that system, processes, equipment, and products meet quality and regulatory standards. This role involves testing, verifying and validating various aspects of a product or syste ...

  • Trinus

    Assoc Analyst, Project Mgmt

    3 days ago

    Trinus Irvine, United States

    Job Description · Job DescriptionJob Description: · We are seeking an organized and detail-oriented Administrative Specialist to join our team on a temporary basis. This role combines administrative tasks, technical intermediate proficiency, and exceptional organizational skills. ...

  • Trinus Corporation

    Quality Compliance Engineer

    1 week ago

    Trinus Corporation Irvine, United States

    Job Description · Job Description · Summary: · The main function of a quality compliance specialist is to assess complaint information provided; evaluate each event for determination if it qualifies as a complaint; escalate as appropriate · Key Responsibilities: · Manage custo ...

  • Trinus

    Professional - Sr Spec, Regulatory Affairs- Irvine, CA

    1 week ago

    Trinus Irvine, United States

    Job Description · Job DescriptionSummary: · The main function of a regulatory affairs specialist is to complete and maintain regulatory approvals and clearances of assigned products. · Key Responsibilities: · Create regulatory submissions (exercising judgment to protect proprieta ...

  • Trinus

    Assoc Spec, Quality Compliance

    1 week ago

    Trinus Irvine, United States

    Job Description · Job DescriptionSummary: · The main function of a quality compliance specialist is to assess complaint information provided; evaluate each event for determination if it qualifies as a complaint; escalate as appropriate · Key Responsibilities: · Manage customer re ...

  • Tridant Solutions Inc

    Registered Nurse

    1 week ago

    Tridant Solutions Inc Torrance, United States

    Registered Nurse (RN)-NICU, · Tridant Solutions Inc. is currently looking for a Registered Nurse-NICU · to service in TORRANCE, California area. · If work ethic, delivering results, and overcoming challenges are meaningful to you, then Tridant Solutions Inc. is your firm · Tri ...

  • Unavailable

    Senior Commercial Loan Documentation Specialist

    2 days ago

    Unavailable El Monte, United States

    Introduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communit ...

  • East West Bank

    Senior Commercial Loan Documentation Specialist

    3 days ago

    East West Bank El Monte, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...

  • DT Professional Services

    Data Specialist

    2 days ago

    DT Professional Services Norco, United States

    Job Summary: · DT Professional Services is looking for a Data Specialist to perform work that includes the collection, reproduction, handling, distribution and archival of mission data and documentation. The individual will interface with a variety of personnel at all levels and ...

  • East West Bank

    Loan Servicing Specialist IV

    1 week ago

    East West Bank El Monte, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...

  • DT Professional Services

    Data Specialist

    2 days ago

    DT Professional Services Norco, United States

    Job Description · Job DescriptionJob Summary: · DT Professional Services is looking for a Data Specialist to perform work that includes the collection, reproduction, handling, distribution and archival of mission data and documentation. The individual will interface with a variet ...