SBA Sales Support Manager - Remote Lead

First Citizens Bank; Scottsdale (AZ); Remote; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

First Citizens Bank seeks an SBA Manager Sales Support to lead a team of Sales Support Specialists in remote operations across multiple states. The role focuses on SBA eligibility, credit analysis, and efficient loan documentation while driving client satisfaction and sales opportunities.

You will coach the team, coordinate workflows, and partner with leadership to meet departmental goals. Strong SBA knowledge and analytical skills are essential for success.

Qualifikationen

• Bachelor's degree plus 4+ years in bank lending/underwriting, operations, or sales.
• Alternative: High School diploma and 8+ years in bank lending/underwriting, operations, or sales.

Aufgaben

• Lead, coach, and develop Sales Support Specialists; manage performance and workflow priorities.
• Support SBA Lenders, Referral Partners, and clients by resolving inquiries and escalations.
• Review financial statements, tax returns, and credit reports to assess SBA eligibility and risk.
• Prepare and review loan documentation, including term sheets and SBA forms, ensuring accuracy and compliance.
• Serve as a subject matter expert on SBA programs, lending processes, and bank systems.

Kenntnisse

Team leadership

Credit analysis

Client service

Financial analysis

SBA knowledge

Communication

Ausbildung

Bachelor's Degree

High School Diploma or GED

Tools

BOSS

RIMS

Cognos

Excel

Word

OneNote

Outlook

Jobbeschreibung

First Citizens Bank seeks an SBA Manager Sales Support to lead a team of Sales Support Specialists in remote operations across multiple states. The role focuses on SBA eligibility, credit analysis, and efficient loan documentation while driving client satisfaction and sales opportunities.

You will coach the team, coordinate workflows, and partner with leadership to meet departmental goals. Strong SBA knowledge and analytical skills are essential for success.