SBA Business Development Officer

Truliant Federal Credit Union; United States; Remote; USD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision coverage

Paid holidays & PTO

401(k) plan with contribution matching

Zusammenfassung

Truliant Federal Credit Union seeks an experienced SBA Business Development Officer to expand SBA 7(a) lending and build trusted referral partnerships. You will guide borrowers from initial opportunity through closing, coordinating with credit, underwriting, and closing teams to move deals to funded status.

The role emphasizes relationship development with external partners, structured transactions, and clear communication across the SBA loan lifecycle while maintaining compliance and efficient

Qualifikationen

• 2-5+ years of SBA lending experience.
• Annual SBA 7(a) production of $15 million or greater.
• Bachelor’s degree or equivalent experience in Business, Finance, or a related field.

Aufgaben

• Build and expand a network of business brokers, CPAs, attorneys, commercial real estate brokers, franchise consultants, bankers, and other professional partners who generate SBA 7(a) opportunities.
• Screen opportunities for SBA eligibility, structure transactions, and prepare a BDO workbook with high-level cash flow analysis, a clear transaction narrative, and key risk considerations.
• Partner with SBA credit, underwriting, loan coordination, closing, and portfolio management teams to move qualified opportunities from early review through closing and ongoing borrower communication.

Kenntnisse

SBA SOP knowledge

credit principles

SBA 7(a) process

external referral relationships

transaction structuring

cash flow analysis

Microsoft Excel

Microsoft Word

time management

Ausbildung

Bachelor’s degree or equivalent experience in Business/Finance or related field

Tools

Microsoft Excel

Microsoft Word

Jobbeschreibung

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Why this role matters

At Truliant Federal Credit Union, helping businesses access the right financing strengthens the communities and members we serve. As an SBA Business Development Officer,you’llexpand Truliant’s presence in the SBA marketplace by building trusted referral partnerships and guiding borrowers through financing for acquisitions, expansion, refinancing, commercial real estate, and working capital. This is an exciting opportunity for someone who enjoys developing relationships, structuring complex opportunities, and turning market connections into meaningful business growth.

Whatyou’lldo

In this role,you’llserve as Truliant’s primary market-facing representative and subject matter expert for SBA 7(a) lending.You’llown externally sourced loan development frominitialopportunity through credit and closing, while keeping borrowers, referral partners, and internal teams aligned throughout the process.

Day to day,you’ll:

• Build and expand a network of business brokers, CPAs, attorneys, commercial real estate brokers, franchise consultants, bankers, and other professional partners who generate SBA 7(a) opportunities.

• Screen opportunities for SBA eligibility, structure transactions, and prepare a BDO workbook with high-level cash flow analysis, a clear transaction narrative, and key risk considerations.

• Partner with SBA credit, underwriting, loan coordination, closing, and portfolio management teams to move qualified opportunities from early review through closing and ongoing borrower communication.

What you bring

We’relooking for an experienced SBA lender who combines market development skills with strong credit knowledge, clear communication, and disciplined follow-through. Successful candidates can earn trust with external partners, evaluate opportunities thoughtfully, and coordinate effectively across the full SBA loan lifecycle.

Required Experience:

• 2-5+ years of SBA lending experience.

• Annual SBA 7(a) production of $15 million or greater.

Required Skills:

• Apply strong knowledge of SBA SOP, credit principles, and the SBA 7(a) process to screen, structure, and advance loan opportunities.

• Develop andmaintainexternal referral relationships that consistently generate SBA loan opportunities.

• Present transaction structures, approved terms, conditions, and timelines clearly to borrowers, referral partners, and internal stakeholders.

• Understand and coordinate the business processes within the SBA loan lifecycle, including prescreening, packaging, underwriting, closing, and portfolio communication.

• Use Microsoft Excel and Word at an intermediate level to analyze and organize opportunity information.

• Manage details, priorities, and deadlines independently in a virtual office environment while collaborating closely with SBA teammates.

Education/Certifications:

• Bachelor’s degree or equivalent experience in Business, Finance, ora relatedfield.

You should also be comfortable operating with minimal supervision, adjusting your approach as market conditions shift, andrepresentingTruliant with professionalism and responsiveness in external meetings, events, and industry forums.

What sets you apart

Youdon’tneed to check every box, buthere’swhat will help you thrive in this role:

• An established network of SBA referral partners, such as business brokers, CPAs, attorneys, commercial real estate brokers, franchise consultants, or bankers.

• Experience financing business acquisitions, expansions, refinances, commercial real estate, or working capital transactions through SBA 7(a) lending.

• Experience representing an SBA program through community activities, industry events, or professional forums.

Whatyou’llget

We believe in supporting our team members both professionally and personally.

In this role, you can expect:

• A highly visible opportunity to grow Truliant’s SBA presence by building relationships across the business and professional community.

• Ownership of meaningful financing opportunities that can help business owners acquire, expand, refinance, and invest in their companies.

• Close partnership with experienced SBA credit, underwriting, coordination, closing, and portfolio management teammates.

• The opportunity to deepen your SBAexpertisewhilerepresentinga member-focused credit union known for professionalism, responsiveness, and service.

• Career development, competitive benefits, and the chance to make a measurable contribution to Truliant’s SBA program and the businesses it serves.

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account