FVP & SBA Loan Production Manager I

Open Bank

• $100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business or related field, or equivalent experience.
  • Minimum seven years of experience in banking, marketing/sales and/or lending.
  • General knowledge of lending regulations, lien laws, and loan documentation.
  • Strong written and oral communication skills with a professional image.
  • Capable of addressing sensitive inquiries and customer complaints effectively.
  • Proficient in analytical skills and financial calculations.

Responsibilities

  • Develop and implement regional marketing strategies aligned with overall bank goals.
  • Establish controls to ensure compliance with SBA loan processes.
  • Market loan products and services effectively.
  • Analyze lending trends and prepare reports for regional oversight.
  • Manage relationships within a client portfolio and follow-up on new offerings.
  • Update client profiles and maintain portfolio accuracy.
  • Enhance pipeline reports and drive portfolio growth through active outreach.

Benefits

  • Medical, Dental, & Vision insurance for employees and their families, effective from the first of the month after hire.
  • 100% company-paid Life, Accidental Death & Dismemberment, and Long-Term Disability insurance.
  • Flexible Spending Accounts (FSA) for eligible out-of-pocket expenses, allowing pre-tax payments.
  • 401(k) plan with 100% matching on employee contributions up to 6%, available after 90 days of employment.
  • Accrued Paid Time Off (PTO) from the start for personal, vacation, or illness use.
  • Employee Assistance Program (EAP) offering counseling, online resources, and financial/legal guidance.
  • Company-paid lunches provided twice a week.
Full Job Description
Job Title: FVP & SBA Loan Production Manager I

Department: Wilshire

We are looking for FVP & SBA Loan Production Manager I to join our Wilshire office. The SBA Loan Production Manager is responsible for developing and originating new SBA and commercial loans within guidelines established by the bank and the U.S. Small Business Administration. They are further responsible for providing leadership, direction, and guidance in the management of regional marketing activities. The SBA Loan Production Manager is expected to cultivate and maintain new and existing referral sources in the overseeing region. Further duties include formulating and implementing marketing plans in conjunction with SBA and the Bank's overall marketing strategy.

Key Responsibilities:
  • Develop and implement marketing strategies for the region in charge, in line with bank overall lending strategies.
  • Establishes and maintains the necessary controls and procedures to ensure compliance with the SBA loan process within the Small Business banking business.
  • Handle marketing and sales for loan products and services.
  • Prepare and analyze lending trends for the region in charge.
  • Manage a portfolio of relationships evaluating activities and follow-ups on requests for new products and services.
  • Manage and update client portfolio profiles as required or requested.
  • Continually develop enhanced pipeline reports ensuring portfolio growth.
  • Visit client sites and make telephone/email contact frequently, as well as cold calls and visiting target clients.

Requirements/Qualifications:
  • Bachelor's degree in Business, related field, or equivalent experience.
  • Minimum seven years of experience in banking, marketing/sales and/or lending.
  • General knowledge of lending regulations, lien laws, and loan documentation.
  • Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
  • Ability to respond effectively to the most sensitive inquiries or customer complaints.
  • Present a professional image in dealing with customers, interdepartmental members, and external representatives.
  • Accurate typing/keyboarding skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail.
  • Good analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
  • Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Ability to retain a broad knowledge of tasks performed in the lending functions.
  • Ability to analyze and organize financial information and perform complex financial calculations.

Employee Benefits & Perks
  • Medical, Dental, & Vision: Open Bank offers medical, dental, and vision insurance for all full-time employees and their immediate family members. Employees become eligible for insurance benefits on the first of the month following their hire date.
  • Life, Accidental Death & Dismemberment, & Long-Term Disability: Open Bank pays 100% of the cost.
  • Flexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars.
  • 401(k) Retirement Savings Plan: Open Bank matches 100% of the first 6% of employees' contributions. Employees are eligible to participate on the first of the month following 90 days of employment.
  • Paid Time Off (PTO): Employees begin to accrue PTO hours at the time of hire to use for vacation, illness, or other personal reasons.
  • Employee Assistance Program (EAP): The EAP offers counseling sessions, online tools and resources, and legal and financial guidance for employees and their family.
  • Company Paid Lunch: Open Bank provides company paid lunch twice a week.

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