Jobs
>
Roseville

    SBA Business Development Officer - Roseville, United States - Nelson Connects

    Nelson Connects
    Nelson Connects Roseville, United States

    2 weeks ago

    Default job background
    Description
    Job Details
    Description

    POSITION SUMMARY:


    Identify, solicit and close new loan relationships with potential borrowers delivering new small business administration (SBA) and conventional commercial real estate (CRE) customers through business development activity within the assigned market.


    ESSENTIAL FUNCTIONS:

    Sales:
    Conduct new business development activities to achieve new fee income to meet department and individual goals.

    Network externally focusing on community activities including participation in key organizations to develop introductions to prospects for SBA and CRE loans.

    Network internally, providing product and service training, cultivating introductions to prospects from Bank officers, and actively set appointments and make joint calls.

    Market and originate primarily SBA 7A loans SBA 504 and conventional real estate loans as complementary loan products. Establish and maintain a network of referral sources able to bring potential SBA and CRE borrows to the Bank. Obtain complete financial package from borrower and prepare submission package including required credit analysis. Follow-up with borrowers to obtain additional information or clarification for loan package to ensure timely loan decisions. Deliver approved loan package to borrower, obtaining required signatures and facilitating funding. Refer customers to other Bank departments for additional financial service products. Follow-up with customers to ensure satisfaction and cross-sell additional products.

    Sales Support:


    Develop and maintain lists of prospects and contact with proven successful lead generation sources to consistently plan and conduct appointments accordingly.

    Maintain regular contact with borrowers to facilitate timely recognition of potential deterioration of credits. Cultivate and maintain strong relationship with local SBA office personnel.

    Maintain a thorough understanding of Bank's lending products, rates and fee schedules and research and maintain the same for the Department's primary competitors in the assigned area.

    Develop compelling sales and marketing materials aimed at prospects and internal partners. Ensure compliance with the applicable laws, Bank and Department policies when establishing new loans. Report to management as requested on new business, prospects and related sales activities.

    KNOWLEDGE, SKILLS & ABILITIES:

    • Thorough knowledge of commercial and SBA lending regulations, guidelines and best practices.
    • Knowledge of local economic market.
    • Knowledge of accounting principles, income tax, finance and loan economics.
    • Skills operating a personal computer including word processing, spreadsheet and presentation software.
    • Ability to prepare and present presentations to groups of potential borrowers or referral agents.
    • Ability to balance sales and credit quality.
    • Ability to attend early morning and evening meetings and events.

    LICENSES & CERTIFICATIONS REQUIRED:
    Maintain a California Drivers License

    EDUCATION & EXPERIENCE:


    A combination of education and experience equivalent to a bachelor's degree in business administration, finance or closely related field; and knowledge typically gained through a minimum of five years experience in SBA and commercial lending inducing underwriting and business development.

    #J-18808-Ljbffr
  • Exchange Bank

    SBA Business Development Officer

    2 weeks ago

    Exchange Bank Roseville, United States

    POSITION SUMMARY: · Identify, solicit and close new loan relationships with potential borrowers delivering new small business administration (SBA) and conventional commercial real estate (CRE) customers through business development activity within the assigned market. · ESSENTI ...

  • Nelson Connects

    SBA Business Development Officer

    2 weeks ago

    Nelson Connects Roseville, United States

    Job Details · Description · POSITION SUMMARY: · Identify, solicit and close new loan relationships with potential borrowers delivering new small business administration (SBA) and conventional commercial real estate (CRE) customers through business development activity within t ...

  • Exchange Bank

    SBA Business Development Officer

    3 days ago

    Exchange Bank Roseville, United States

    POSITION SUMMARY: · Identify, solicit and close new loan relationships with potential borrowers delivering new small business administration (SBA) and conventional commercial real estate (CRE) customers through business development activity within the assigned market. · ESSENTIAL ...

  • Exchange Bank

    SBA Business Development Officer

    3 weeks ago

    Exchange Bank Roseville, United States

    POSITION SUMMARY:Identify, solicit and close new loan relationships with potential borrowers delivering new small business administration (SBA) and conventional commercial real estate (CRE) customers through business development activity within the assigned market.ESSENTIAL FUNCT ...

  • Exchange Bank

    Sba Business Development Officer

    4 days ago

    Exchange Bank Roseville, United States

    : · Identify, solicit and close new loan relationships with potential borrowers delivering new small business administration (SBA) and conventional commercial real estate (CRE) customers through business development activity within the assigned market. · ESSENTIAL FUNCTIONS: · Sa ...

  • Oakwood Meadows Assisted Living

    Revenue Cycle Manager

    1 week ago

    Oakwood Meadows Assisted Living Citrus Heights, United States

    **Do you have experience in Business Office Management with a focus on Accounts Receivables? Are you organized with attention to detail? Proactive and consistent? Do you want to work in a great environment of positive, compassionate co-workers in a beautiful building conveniently ...

  • Comfort Keepers

    Part-time Caregiver

    1 week ago

    Comfort Keepers Citrus Heights, United States Part time

    **We have immediate openings for Caregivers, with part-time availability and an interest in working 3-5 hour shifts, throughout the Citrus Heights, CA area. **Interviews are conducted in our Citrus Heights office on Sunrise Vista Dr. · Become a Caregiver with Comfort Keepers and ...

  • The Helsing Group, Inc.

    Community Association Manager

    1 week ago

    The Helsing Group, Inc. Citrus Heights, United States

    **_Primary Objective: _** · Management Team Supervisor's main role is to manage a team of 3-4 Community Association Mangers and 1 Assistant Manager with a portfolio of approximately 40 Associations. · Direct, assist and help guide Board of Directors to assure they are following s ...

  • Macy's Sunrise Mall

    At Your Service

    3 weeks ago

    Macy's Sunrise Mall Citrus Heights, United States

    **About us** · We are professional and agile. · Our work environment includes: · - Modern office setting · - Food provided · **About**: · Macy's is proudly America's Department Store. There's a reason we've been around for 160 years. Customers come to us for fashion, value and ce ...

  • PRIDE Industries

    Workforce Inclusion Employment Specialist

    3 weeks ago

    PRIDE Industries Citrus Heights, United States

    Pay Rate: $22.50 per hour Telecommute Status: Onsite Announcement: PRIDE Industries is a fast-paced company with a mission: To Create Jobs for People with Disabilities while providing high quality, value-added solutions to our nationwide customers. We are currently recruiting to ...

  • Sierra Rheumatology

    Medical Assistant

    3 weeks ago

    Sierra Rheumatology Rocklin, United States

    **ONLY SERIOUS AND INTERESTED CANDIDATES SHALL APPLY** · - Qualifications_ · - Day Shift (required) · - Experience with knowledge of insurances, prior authorization (required) · - BLS Certification (required) · - Certified Medical Assistant (required) · - High school or equivalen ...

  • Stonegate Protection Inc.

    Security Officer

    2 weeks ago

    Stonegate Protection Inc. Rocklin, United States Part time

    Come join our team · Position Title: Security Officer (in residential communities and shopping center) · Location: Citrus Heights & Rocklin · Classification: Non-exempt · Shifts: day, swing, late evening, weekdays & weekends · Grade: part-time · Compensation: Around $18.00 per ho ...

  • AgWest Farm Credit

    Relationship Manager

    3 weeks ago

    AgWest Farm Credit Rocklin, United States

    AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United Sta ...

  • Tilton Pacific Construction Inc.

    Assistant Project Engineer

    2 weeks ago

    Tilton Pacific Construction Inc. Rocklin, United States

    Jobsites located in Northern & Southern California, Oregon, Washington, Idaho, Utah, Nevada & Arizona. · **Job Summary**: · Under the direction of the Vice President of Operations, the Assistant Project Engineer (APE) is the primary support to the Project Manager and Superintende ...

  • AgWest Farm Credit

    Business Data Analyst

    1 week ago

    AgWest Farm Credit Rocklin, United States

    AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United Sta ...

  • PG&E Corporation

    Ferc Compliance

    1 week ago

    PG&E Corporation Rocklin, United States

    Requisition ID # 157127 · **Job Category**: Compliance / Risk / Quality Assurance; Maintenance / Construction / Operations · **Job Level**: Individual Contributor · **Business Unit**: Electric Engineering · **Work Type**: Hybrid · **Job Location**: Rocklin; Fresno; Oakland; Sacra ...

  • AgWest Farm Credit

    Pricing Treasury Analyst

    2 weeks ago

    AgWest Farm Credit Rocklin, United States

    AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United Sta ...

  • First Technology Federal Credit Union

    Manager Ii, Contact Experience Center Sales

    2 weeks ago

    First Technology Federal Credit Union Rocklin, United States

    The Manager II, Contact Experience Center (CXC) Sales & Service oversees the day-to-day activities of a fast paced and multifaceted inbound call center. This role is responsible for leading and developing a team of Sales and Service Representatives focused on building and enhanci ...

  • AgWest Farm Credit

    Organizational Change Management Advisor

    2 weeks ago

    AgWest Farm Credit Rocklin, United States

    AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United Sta ...

  • Team Tube

    Sales Associate

    1 week ago

    Team Tube Rocklin, United States

    Do you enjoy sales and the excitement of closing a deal? · Then we would like to talk with you about our employment opportunity. · **Sales Associate, Rocklin California** · Team Tube is a multi-branch metal service center. We have a great opportunity for an experienced self-motiv ...