SBA Lending Specialist II — Train RMs & Drive 7(a)/504 Loans

Citizens; Philadelphia (Philadelphia County); On-site; USD 134,000 - 166,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Parental leave

Flexible schedule

Education reimbursement

Wellness programs

Job summary

Citizens is seeking an SBA Sales Specialist to provide SBA training and knowledge support to Relationship Managers, helping identify and sell SBA opportunities and ensure a smooth loan process.

You will assist in processing SBA 7(a) and 504 loans, engage third-party groups across assigned geographic markets to develop credit-enhanced leads, and explain SBA programs to customers with the goal of a positive experience. Bachelor’s degree preferred; 5+ years SBA lending required.

Qualifications

• 5+ years of direct SBA/Government guaranteed lending experience.
• Deep knowledge of SBA SOP.

Responsibilities

• Provide SBA training and knowledge support to ensure RM's can identify and sell SBA opportunities.
• Assist RM's with processing SBA 7(a) and 504 loans to ensure the process is managed efficiently and the customer experience is positive.
• Direct calling on third party groups (CDCs, CDAs and other government agencies) throughout assigned geographic markets in a direct effort to develop credit enhanced loan leads.
• Direct customer contact to explain the benefits of SBA loan programs and assist in loan package preparation, processing, and closing.

Skills

SBA lending experience

SBA SOP knowledge

Education

Bachelor's Degree preferred

Job description

Citizens is seeking an SBA Sales Specialist to provide SBA training and knowledge support to Relationship Managers, helping identify and sell SBA opportunities and ensure a smooth loan process.

You will assist in processing SBA 7(a) and 504 loans, engage third-party groups across assigned geographic markets to develop credit-enhanced leads, and explain SBA programs to customers with the goal of a positive experience. Bachelor’s degree preferred; 5+ years SBA lending required.