Hybrid Business Development Officer – Direct Sales

Posted last month

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About the role

  • SBA Business Development Officer in the Direct Sales Team at Celtic Bank. Focused on originating SBA loans with a strong support from the Marketing team.

Responsibilities

  • Originate SBA 7(a) and 504 loans.
  • Work 100% warm leads.
  • Develop and cultivate direct relationships with borrowers.
  • Complete finance applications and loan structuring.
  • Obtain customer-signed commitments after loan approval.
  • Manage the borrower relationship from intake to closing.
  • Recognize opportunities for scaling the borrower-direct sales effort.
  • Achieve annual production goals.
  • Become familiar with and versatile in Salesforce CRM.

Requirements

  • Strong understanding of SBA Standard Operating Procedure.
  • Demonstrable grasp of or experience in SBA underwriting and credit.
  • Drive for learning new things and growing production.
  • Strong phone and communication skills.
  • Experience in or willingness to use CRM functions for daily and weekly pipeline reporting.
  • Willingness to learn new things and leverage sales automation and marketing technology.

Benefits

  • **TEAM LEAD OPPORTUNITIES AVAILABLE!!!!**
  • Aggressive financial incentives for performance
  • Medical, dental, vision
  • 401(k) with employer match
  • Life and long-term disability coverage
  • HSA and FSA plans
  • Holidays and paid time off requests
  • Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.)

Job title

Business Development Officer – Direct Sales

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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