WSFS Bank

SBA Lending Relationship Manager

WSFS Bank$111K — $183K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a business-related field or equivalent experience.
  • 5+ years in the financial services industry.
  • 5+ years of SBA lending experience (7(a) and 504 loans).
  • 5+ years of experience in selling business-related financial services products.
  • Knowledge of commercial and consumer loan products; customer service and sales expertise.
  • Excellent communication and presentation skills.
  • Self-motivated; capable of working with minimal supervision.

Responsibilities

  • Drive the sales life cycle through lead generation and product knowledge.
  • Develop a referral network with brokers and professional associations to generate SBA loan opportunities.
  • Structure SBA loan proposals and prepare comprehensive credit packages.
  • Oversee the success and growth of the assigned sales territory.
  • Manage servicing needs of existing SBA portfolio customers and enhance their satisfaction.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k) plan with employer contributions.
  • Life, accident, and disability insurance.
  • Flexible spending accounts (FSAs) and health savings accounts (HSAs).
  • Paid parental leave and military leave.
  • Vacation, sick leave, and paid holidays.
Full Job Description
Job Description

We9re proud to offer a well-established, nationally recognized SBA program. Our experienced SBA team manages the full lending lifecycle-from origination and underwriting to closing. WSFS Bank has been recognized as a top SBA lender, reflecting our long-standing commitment to helping small businesses grow and thrive.

As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and sourcing opportunities. Utilizing your expertise in loan policies, product knowledge, and financial analysis, you will structure SBA loan proposals and prepare comprehensive credit packages. You will build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, and more. Additionally, you will take charge of the success and growth of your assigned sales territory.

As the face of WSFS Bank for our existing SBA portfolio customers, you will address their servicing needs and ensure their continued satisfaction. This position offers you the unique opportunity to directly influence the financial success of our clients, work with a dynamic team, and leverage internal partnerships.

Job Responsibilities:

  • Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis.
  • Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.
  • Responsible for structuring SBA loan proposals and preparing credit packages.
  • Responsible for the success and growth of the assigned sales territory.

Minimum Qualifications:

  • Bachelor9s degree, preferably in a business-related field, or equivalent experience.
  • 5+ years of financial services industry experience.
  • 5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans.
  • 5+ years of experience selling business related financial services products.
  • Knowledge of commercial and consumer loan and deposit products.
  • Superior customer service, sales, and business development skills.
  • Ability to travel to WSFS Bank9s various locations throughout our footprint.
  • Excellent oral and written communication skills, as well as excellent listening ability and presentation skills.
  • Self-motivated and able to work with minimal supervision.
  • Intermediate skill level using Microsoft Office.
  • Knowledge and understanding of underwriting and evaluation commercial credit is preferred.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

This role may be hired at a level II or III depending on experience.

Salary Range:

$111,440.00 - $183,082.25

Individual base pay may vary on additional factors such as the candidate9s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate9s location and employment status. For more information about Associate benefits, please visit

https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at



About WSFS Bank

WSFS Bank is a subsidiary of WSFS Financial Corporation, a bank holding company headquartered in Wilmington, Delaware. WSFS Bank is the oldest and largest bank and trust company headquartered in Delaware and the Delaware Valley. The bank offers a wide range of consumer and commercial banking services to businesses and individuals in the Delaware Valley and beyond.
Learn more about WSFS Bank
Size
1,839 employees
Market Cap
$2.8 billion
Industry
Net Income
$114.7 million
Founded
1832
5 Year Trend
+16.1%
NASDAQ

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