SBA - Business Development Officer


San Francisco, CA

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 155 days ago

  by    Carolyn McClendon

This job is no longer available.

Our client, a prominent and growing Bank is looking to hire a SBA Business Development Officer in San Francisco, CA.     


The successful SBA - Business Development Officer will have these general responsibilities:   

  • Generate SBA loans, deposits and fee income for the Bank through prospecting, outside calling, networking and referrals. 
  • Develop and implement marketing activities and initiatives within the budget.
  • Evaluate business and personal financial statements and cash flow to determine whether to pursue loan opportunities.
  • Look for opportunities to expand customer relationships through cross-selling products and services.
  • Manage broker relationships and work effectively with employees, customers and vendors.   
  • Develop and maintain a referral source database for SBA marketing.
  • Assist bank in the promotion of all product lines offered.
  • Discuss prospects/referrals and formulate sales strategies with Bank colleagues.  
  • Generate loans that maintain an acceptable level of performance. 


Requirements for SBA - Business Development Officer:

  • Bachelor's degree in Business, Finance or related field. 
  • Must have 5+ years of SBA work experience, primarily business development.
  • Excellent knowledge of Bank asset and liability products.
  • Excellent analytical and financial analysis skills.
  • Thorough understanding of banking services.
  • Advanced credit analysis skills and knowledge of credit analysis tools. 
  • Strong project management skills and ability to priorities and manage deals with minimal supervision.
  • Demonstrated sales skills.
  • Excellent oral and written communication, interpersonal, organizational and time management skills. 
  • Ability to manage confidential information and materials. 
  • Highly proficient in Outlook, Word, Excel and PowerPoint.  
  • Must have working knowledge of compliance and regulatory issues related to SBA (7) and 504 loans.  

$100K - $120K