Business Banking Solutions Advisor

Jobtailor; Park Hills (MO); On-site; USD 85,000 - 125,000; Full time

Job summary

Jobtailor in the United States is seeking a seasoned commercial lender to support Small Business Banking clients through end-to-end fulfillment of conventional and SBA credit requests. You will evaluate credit proposals, structure loans, and partner with field teams to grow opportunities and deepen client relationships.

This role emphasizes collaboration with bankers and sales teams to ensure product fit, timely submissions, and an enhanced client experience throughout the credit process.

Qualifications

• 5+ years in commercial lending, credit analysis, underwriting and portfolio management.
• Strong communication and analytical skills including financial modeling.
• Experience with credit and treasury sales and client-facing relationship management.
• Ability to coach on credit and treasury sales.

Responsibilities

• Fulfill conventional and SBA credit requests end-to-end.
• Assess product fit, submit applications, and monitor loan fulfillment.
• Advise clients on credit and treasury needs to deepen relationships.
• Collaborate with teams to drive credit growth and process improvements.
• Serve as main contact for bankers, sales, fulfillment, and clients through the credit cycle.

Skills

Commercial lending

Financial credit analysis

Client relationship management

Loan structuring

Sales experience

Communication

Planning & organizational

Coaching ability

Adaptability

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Excel

Microsoft PowerPoint

WebEx

Job description

• Support Small Business Banking clients through end-to-end fulfillment of conventional and Small Business Administration (SBA) credit requests
• Support credit transactions including product fit, application submission, and monitoring loan fulfillment
• Understand customers' credit and treasury needs and recommend solutions that deepen relationships and increase client satisfaction
• Partner with teams to drive initiatives, performance, and credit growth
• Work with Small Business Bankers and field sales to confirm credit opportunities for product fit, industry fit, and deal structuring
• Work with clients during the credit process to provide credit expertise, maintain the credit pipeline, and deliver an enhanced client experience
• Partner with credit fulfillment and enablement to improve processes and efficiencies in the end-to-end Small Business credit process
• Serve as the main point of contact for Small Business Bankers, field sales, fulfillment teams, and clients throughout the credit process

Requirements

• 5+ years of experience in commercial lending, financial credit analysis, structuring, underwriting and portfolio management
• Strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring
• Commercial credit and treasury acumen developed through formal training and proven sales experience
• Ability to provide coaching on credit and treasury sales
• Client-facing relationship management experience
• Ability to clearly articulate the business plan to Small Business Bankers
• Prior sales experience with a proven track record
• Proven ability to quickly create credible relationships
• Strong interpersonal skills/experience
• Strong planning and organizational skills
• Strong communication and presentation skills
• Ability to partner effectively with sales leadership to drive/support line of business performance
• Flexible and adaptable to changing business needs/requirements
• Must be a self-starter
• Must be willing to work in a phone-based environment
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Desired: Bachelor's Degree in related field
• Desired: Small Business acumen, including strategy, operations, sales model and product knowledge
• Desired: Demonstrated associate coaching and development success
• Desired: Experience conducting root cause analysis and action planning
• Desired: Experience with pipeline development and management
• Desired: Mid-level Microsoft Excel, Microsoft PowerPoint and WebEx experience
• Desired: Virtual and in-person presentation experience

Core Competencies

Demonstrates expertise in commercial lending, financial credit analysis, and client relationship management, with a strong focus on enhancing client satisfaction and driving credit growth. Proficient in financial modeling, loan structuring, and effective communication to support Small Business Banking clients throughout the credit process.

Highest-signal resume keywords

• Commercial Lending Experience
• Financial Credit Analysis
• Client Relationship Management
• Loan Structuring
• Sales Experience

Hard Skills

• Financial Accounting
• Financial Modeling
• Credit Underwriting
• Portfolio Management
• Credit Analysis

Soft Skills

• Strong Communication Skills
• Interpersonal Skills
• Planning and Organizational Skills
• Coaching Ability
• Adaptability

Industry Keywords

• Small Business Administration (SBA)
• Credit Fulfillment
• Treasury Needs
• Sales Leadership
• Pipeline Development

Tools & Technologies

• Microsoft Excel
• Microsoft PowerPoint
• WebEx