SBA Lending Support & Pipeline Coordinator

City National Bank (CNB); Coral Gables (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

City National Bank of Florida seeks an SBA Sales Support Specialist to provide administrative, operational, and business development support to the SBA sales team. You will coordinate prospect intake, manage opportunity pipelines, gather borrower documentation, and maintain CRM records to keep SBA loan processes moving smoothly.

The role offers exposure to SBA lending, sales execution, borrower qualification, and relationship management, with a path to growth into SBA Business Development

Qualifications

• 1-3 years of banking, financial services, sales support, loan processing, customer service, or related experience.
• Strong organizational, follow-up, written, and verbal communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency with Microsoft Office and ability to work within CRM and workflow systems.
• SBA or commercial lending exposure.
• Experience supporting sales professionals.
• Knowledge of CRM and pipeline management systems.

Responsibilities

• Create and maintain opportunities within Elevate and CRM platforms.
• Conduct prospect research and schedule borrower, banker, and referral partner meetings.
• Maintain lead tracking and conversion reports; assist with lender-match follow-up.
• Support BDOs in managing daily sales activities and prospect pipelines.
• Prepare meeting materials, prospect summaries, and timely follow-up.
• Assist in branch and RM outreach campaigns.
• Collect and organize borrower documentation; maintain SBA file checklists.
• Review documentation for completeness; coordinate missing items.
• Assemble initial submission packages.
• Monitor pipeline aging; generate weekly reports.
• Maintain accurate opportunity stages, outstanding items, and next actions.
• Follow up with stakeholders regarding status updates.
• Serve as a contact for borrowers during application and prescreen processes.
• Coordinate meetings between borrowers and SBA sales officers.
• Maintain professional communication with clients and referral partners; elevate issues to BDO.
• Prepare document packages for underwriting submissions.
• Track underwriting requests and outstanding items; coordinate information gathering.
• Maintain underwriting checklists and status logs.
• Collect and review customer identification, beneficial ownership, and KYC documentation; coordinate KYC/EDD/OFAC requests.

Skills

CRM management

SBA lending exposure

MS Office

Communication

Project management

Sales support

KYC/regulatory knowledge

Relationship management

Education

Bachelor's degree in Business Administration

Tools

CRM platforms

Job description

City National Bank of Florida seeks an SBA Sales Support Specialist to provide administrative, operational, and business development support to the SBA sales team. You will coordinate prospect intake, manage opportunity pipelines, gather borrower documentation, and maintain CRM records to keep SBA loan processes moving smoothly.

The role offers exposure to SBA lending, sales execution, borrower qualification, and relationship management, with a path to growth into SBA Business Development