Business Development Specialist

CivicMinds, Inc; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services company in Dallas is seeking an SBA BDO Specialist to originate and manage SBA and USDA loan products. The ideal candidate will have a Bachelor's degree and over 2 years of experience in SBA lending. The role involves client interactions, compliance with regulatory requirements, and collaboration with team members. A competitive compensation and benefits package will be offered for this full-time position.

Qualifications

• 2+ years in SBA lending required.
• Strong knowledge of regulatory requirements necessary.
• Ability to perform loan prescreens essential.

Responsibilities

• Originate and manage SBA and USDA loans.
• Conduct interviews and site visits for loan processing.
• Maintain communication with clients and stakeholders.
• Support training for conventional loan officers.

Skills

SBA 7a loan programs knowledge

Excellent communication skills

Organizational skills

Interpersonal skills

Financial document analysis

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

nCino

Job description

Overview

The SBA BDO Specialist is responsible for originating and managing SBA and USDA loan products within assigned regions. This role involves working closely with customers to identify loan opportunities, preparing loan documentation, prescreening applications, ensuring eligibility per SBA/USDA guidelines, and collaborating with internal teams throughout the loan process.

Responsibilities

• Originate SBA 7a, SBA Express, SBA 504, and USDA loans.
• Conduct interviews, site visits, and gather necessary documentation for loan processing.
• Prepare write-ups and memos for loan submissions.
• Maintain ongoing communication with clients and internal stakeholders.
• Support training and assist conventional loan officers with SBA loan structuring.
• Attend networking events and identify referral sources to grow the loan portfolio.
• Comply with all regulatory and bank policies.

Qualifications

• Bachelor’s degree or equivalent experience with 2+ years in SBA lending.
• Strong knowledge of SBA 7a loan programs and regulatory requirements.
• Excellent communication, organizational, and interpersonal skills.
• Ability to analyze financial documents and perform loan prescreens.
• Proficiency in Microsoft Office; experience with nCino preferred.
• Willingness to travel and attend events outside regular hours.

Additional

• Supervisory responsibilities for a moderate-sized team.
• Position requires vehicle use during and after business hours.
• Safety-sensitive role requiring compliance with all policies and training.

Employment type

• Full-time

Seniority level

• Mid-Senior level