First United Bank
SBA Credit Relationship Manager
First United Bank, Oklahoma City, Oklahoma, United States, 73116
Overview
Join to apply for the
SBA Credit Relationship Manager
role at
First United Bank . This position is responsible for attracting new SBA loan customers through internal referral sources (primarily the bank’s lending staff) as well as external referral sources (i.e., business brokers, CPAs, commercial realtors, etc.). The primary role for this position is being a “liaison” for the internal lending staff, including educating lenders on the various SBA programs and helping them target potential loan opportunities, as well as assisting internal lending officers to qualify and structure potential SBA loan opportunities. Responsibilities
Makes business development calls on existing and potential new clients. Ability to determine SBA eligibility and help structure the loan request. Ability to complete a thorough summary of the loan request and help gather the needed information for Underwriting staff so that a quick analysis can be done. Ability to work independently and be self-motivated. Provide adequate education when needed to the internal lending staff on the various SBA programs that the bank participates in. Represents the bank in various civic and community functions (when applicable) to enhance its image and develop new business. Promotes favorable image of the bank in all business activities within the community. Additional Duties And Responsibilities
Performs other duties as requested by SBA Director or Sales Manager. Completes all required compliance exams on a yearly basis. Adherence to all First United Policies and Procedures. Dresses professionally. Employee Specifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education And Work Experience
Bachelor’s degree in business, finance, or related field. Preferably five plus years of small business lending or small business underwriting in a bank with a preference of those years in SBA lending. Proven ability to effectively communicate the advantages of the SBA programs with prospective customers and to win the confidence of internal banking officers who refer prospective deals. Sales or Marketing experience preferred. Strong attention to detail. Good communication, sales, and public relations skills. Technical/Functional Competencies
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. Demonstrate 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. Note:
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations:
Edmond, Moore, Norman-Northwest, OKC-Downtown. If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development
#J-18808-Ljbffr
Join to apply for the
SBA Credit Relationship Manager
role at
First United Bank . This position is responsible for attracting new SBA loan customers through internal referral sources (primarily the bank’s lending staff) as well as external referral sources (i.e., business brokers, CPAs, commercial realtors, etc.). The primary role for this position is being a “liaison” for the internal lending staff, including educating lenders on the various SBA programs and helping them target potential loan opportunities, as well as assisting internal lending officers to qualify and structure potential SBA loan opportunities. Responsibilities
Makes business development calls on existing and potential new clients. Ability to determine SBA eligibility and help structure the loan request. Ability to complete a thorough summary of the loan request and help gather the needed information for Underwriting staff so that a quick analysis can be done. Ability to work independently and be self-motivated. Provide adequate education when needed to the internal lending staff on the various SBA programs that the bank participates in. Represents the bank in various civic and community functions (when applicable) to enhance its image and develop new business. Promotes favorable image of the bank in all business activities within the community. Additional Duties And Responsibilities
Performs other duties as requested by SBA Director or Sales Manager. Completes all required compliance exams on a yearly basis. Adherence to all First United Policies and Procedures. Dresses professionally. Employee Specifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education And Work Experience
Bachelor’s degree in business, finance, or related field. Preferably five plus years of small business lending or small business underwriting in a bank with a preference of those years in SBA lending. Proven ability to effectively communicate the advantages of the SBA programs with prospective customers and to win the confidence of internal banking officers who refer prospective deals. Sales or Marketing experience preferred. Strong attention to detail. Good communication, sales, and public relations skills. Technical/Functional Competencies
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. Demonstrate 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. Note:
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations:
Edmond, Moore, Norman-Northwest, OKC-Downtown. If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development
#J-18808-Ljbffr