SBA Sales & Pipeline Support Specialist

City National Bank of Florida; Coral Gables (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Paid time off & holidays

Wellness resources

Job summary

City National Bank of Florida is seeking 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, and prepare loan packages to move opportunities efficiently through the SBA process.

In this developmental role, you will gain exposure to SBA lending, sales execution, borrower qualification, and relationship management, preparing you for future advancement into

Qualifications

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

Responsibilities

• Create and maintain opportunities within Elevate and applicable CRM platforms.
• Conduct preliminary prospect research and schedule borrower, banker, and referral partner meetings.
• Maintain lead tracking and conversion reports and 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 collecting required financial and business documentation and assembling initial submission packages.
• Monitor pipeline aging and generate weekly pipeline reports.
• Coordinate information gathering between borrowers and underwriting partners and maintain status logs.
• Coordinate meetings between borrowers and SBA sales officers and maintain professional communication with clients.

Skills

Written and verbal communication

Organizational skills

Multitasking

Sales support experience

Customer service

Education

Bachelor’s degree in Business Administration

Tools

Microsoft Office

CRM systems

Job description

City National Bank of Florida is seeking 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, and prepare loan packages to move opportunities efficiently through the SBA process.

In this developmental role, you will gain exposure to SBA lending, sales execution, borrower qualification, and relationship management, preparing you for future advancement into