Business Banking SBA Sales Specialist II

Citizens Financial Group

• $134K — $166K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of direct experience with SBA/government guaranteed lending.
  • Thorough understanding of SBA Standard Operating Procedure (SOP).
  • Bachelor's degree preferred.

Responsibilities

  • Provide training to Relationship Managers on SBA opportunities.
  • Assist in processing SBA 7(a) and 504 loans for efficiency and positive customer experiences.
  • Develop loan leads through direct outreach to third-party groups like CDCs and government agencies.
  • Engage with customers to explain SBA loan program benefits.
  • Support in preparing, processing, and closing loan packages.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Retirement benefits with matching contributions.
  • Generous maternity/paternity leave.
  • Flexible work arrangements to promote work-life balance.
  • Education reimbursement for continued learning and development.
  • Wellness programs to support employee health.
Full Job Description
Job Description

As a SBA Sales Specialist, you will provide SBA training and knowledge support as a subject matter expert in the supported market, assist Relationship Managers (RM) with processing SBA 7(a) and 504 loans to ensure the process is managed efficiently and the customer experience is positive, and direct calling on third party groups (CDCs, CDAs and other government agencies) throughout assigned geographic markets in a direct effort to develop credit enhanced loan leads.

Primary responsibilities include
  • Provide SBA training and knowledge support to ensure RM's can identify and sell SBA opportunities.
  • Assist RM's with processing SBA 7(a) and 504 loans to ensure the process is managed efficiently and the customer experience is positive.
  • Direct calling on third party groups (CDCs, CDAs and other government agencies) throughout assigned geographic markets in a direct effort to develop credit enhanced loan leads.
  • Direct customer contact to explain the benefits of SBA loan programs and assist in loan package preparation, processing, and closing.

Qualifications
  • At least a minimum of 5 years direct experience with SBA/ Government guaranteed lending.
  • Deep knowledge of SBA SOP

Education
  • Bachelors Degree preferred


Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: M - F


Pay Transparency

The salary range for this position is $134,000 - $166,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is

based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work

arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid

time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit

https://jobs.citizensbank.com/benefits.

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