SBA Sales Support Specialist

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

Overview

The SBA Sales Support Specialist role provides administrative, operational, and business development support to the SBA sales team. The role supports Business Development Officers, Relationship Managers, and referral partners by coordinating prospect intake, managing opportunity pipelines, collecting borrower documentation, maintaining CRM records, facilitating lender-match and referral activities, preparing loan packages, and ensuring opportunities progress efficiently through the SBA sales process.

The position serves as a developmental role designed to provide exposure to SBA lending, sales execution, borrower qualification, and relationship management, preparing high-performing individuals for future advancement into SBA Business Development Associate or Business Development Officer positions.

What You'll Do:

Lead Management & Opportunity Intake

• 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.

Sales Support

• 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.

Documentation & Package Development

• Assist in the collection of required financial and business documentation.
• Maintain SBA document checklists and organized borrower files.
• Review incoming documentation for completeness and coordinate missing items.
• Assist with assembling initial submission packages.

Pipeline Administration

• Monitor pipeline aging and generate weekly pipeline reports.
• Maintain accurate opportunity stages, outstanding items, and next actions.
• Follow up with internal and external stakeholders regarding status updates.

Relationship Management Support

• Serve as a support contact for borrowers during the application and prescreen process.
• Coordinate meetings between borrowers and SBA sales officers.
• Maintain professional communication with clients and referral partners and elevate material issues to the assigned BDO.

Credit & Underwriting Support

• Prepare document packages for underwriting submission.
• Track underwriting requests and outstanding items.
• Coordinate information gathering between borrowers and underwriting partners.
• Maintain underwriting checklists and status logs.

KYC & Regulatory Support

• Collect and review customer identification, beneficial ownership, and KYC documentation for completeness.
• Coordinate KYC, CIP, EDD, OFAC, and related information requests with borrowers, BDOs, and Relationship Managers.
• Track outstanding KYC requirements through onboarding and underwriting submission.
• Maintain supporting documentation and elevate unresolved discrepancies or regulatory concerns to the appropriate parties.

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.

Education

• Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered.

Special Instructions to Candidates

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information.

Applicants who require a reasonable accommodation to participate in the interview process should contact [e-mail] in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.