- Serve as the primary point of contact for communication between Partner and iBusiness Sales Team.
- Provide proactive updates to Partners on referred applications.
- Manage all reporting needs for Partners.
- Manage internal Partner Application Pipeline in collaboration with internal Sales Team.
- Grow and strengthen relationship and rapport with Partners.
- Optimize Partnership performance – Volume and Efficiencies.
- Collaborate with Partners to meet and exceed set Sales Benchmarks.
- Set and maintain proper expectations with Partners and Applicants.
- Train new partners on Partner Portal, Product guidelines, iBusiness sales process.
- Apply and maintain a thorough understanding of our credit policy, SBA eligibility, and all necessary business practices to provide proper guidance to Partners.
- Execute Partner Commission payments, as dictated by each Partner's Agreement.
- Manage all set up and due diligence for new partners.
- Bachelor's degree in business, finance, or related field.
- Three (3) or more years of Relationship Based Sales experience.
- Exceptional verbal and written communication skills.
- Proven ability to maintain and grow business partnerships.
- A thorough knowledge of the SMB financial landscape.
- Three (3) or more years in commercial loan funding, financial analysis, or portfolio management experience.
- Ability to prioritize and operate with a sense of urgency.
- Ability to work effectively with individuals and groups in managing customer relationships.
- Organized, detail-oriented, and able to multi-task.
- Strong analytical and problem-solving skills.
- Ability to work collaboratively with multiple stakeholders.
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Relationship Manager - Fort Lauderdale, United States - iBusiness Funding
Description
Job Description
Job DescriptionSalary:iBusiness Funding is a leading provider of lending solutions for banks and lenders of all sizes with a specialization in SBA lending. The company is dedicated to streamlining the business lending process to allow lenders to efficiently deliver capital to small and medium-sized businesses. iBusiness Funding has processed over $6 billion in SBA loans to date, and the team processes over 1,000 business loan applications through its platform daily.
Position Description:
We are looking for an Account Manager/Relationship Manager to join our dynamic and growing team. You will be pioneering our local SBA efforts and working closely with our sales teams to automate, systematize, and greatly improve the SBA Partner Origination channel. You will be the primary point of contact with authorized Referral Partners. In concert with our internal sales team, you will be reviewing SBA 7(a) applications as well as spearheading our small loan, large loan, and SBA express products. Your responsibilities include communicating directly with Referral Partners to grow our Partner originated sales channel. Ensure referral volume is being processed at maximum efficiency internally, and to grow originations through relationship building with our Referral Partners.
Major Areas of Responsibility:
Education and Experience:
Required Knowledge, Skills, and Abilities:
Physical Demands:
The physical demands of the position are typical of those found in a traditional office environment. Employees will not need to walk significant distances nor lift substantial weight. Employee will need to be able to remain seated at a desk for 8-9 hours in a typical workday.
Conclusion:
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information or any other characteristic protected by law.
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