- Prospect, structure and originate new SBA 7(a) and SBA 504 loans.
- Drive new business development through consistent and focused calling activity.
- Build relationships and maintain a referral network of commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers to solicit SBA loan opportunities.
- Structure SBA loan proposals, complete initial analysis and compile a complete application package.
- Structure products and service solutions to maximize opportunities and minimize risk for the Bank, as well as meet individual client needs.
- Meet or exceed all performance goals and targets related to the identification, solicitation, and acquisition of new clients.
- Partner with the Commercial Banking Team and internal partners to develop SBA opportunities and educate on SBA Lending to facilitate an increase in quality referrals.
- Maintain knowledge of SBA Standard Operating Procedures and Bank policies.
- Tracking prospecting efforts through our sales management software.
- Analyze customers' needs and ascertain their financial position and credit worthiness; establish and negotiate terms, costs, repayment methods, collateral requirements, and rates; manage relationship with customer monitoring repayment activities and variance in changes in the company.
- Analyze, synthesize, and communicate complex data, financial data and related issues in an accurate, objective and straightforward manner.
- Interact with internal and external clients and provide extraordinary service.
- Develop and maintain trusted, positive relationships with other employees, clients, and vendors.
- Represent the Bank and SBA team in a highly professional manner.
- Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
- Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
- Reliable and predictable onsite attendance.
- Proven track record of funding $10MM+ in SBA 7a loans annually.
- 5 or more years' experience in a similar lending environment or financial institution.
- Advanced knowledge of SBA loan products and services.
- Demonstrated ability to network and build centers of influence.
- Successful experience developing new client relationships across a variety of middle-market companies through calling efforts and proprietary referral networks.
- Proven performer as a commercial loan officer in a high performing commercial bank environment is required; familiarity with the metro market and region is required.
- Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
- Exhibit strong interpersonal skills with the ability to cultivate long-term relationships and influence others internally and externally.
- Bachelor's degree or equivalent combination of education and/or work experience.
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SBA Business Development Officer - Dallas, United States - CrossFirst Bank
Description
OverviewThe SBA Business Development Officer builds a customer base of new clients through prospecting, community involvement and proactive business development activities as well as networking and building centers of influence. Increases business development through quality loan submissions and all aspects of deal flow management as well as assists in increasing core deposits for the Bank. Develops and expands relationships for long term business partnering with clients while referring prospective business and individual clients to internal business partners.
ResponsibilitiesCrossFirst Bank is proud to be an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.