Capital Bank, N.A.

SBA Relationship Liaison

Capital Bank, N.A. • $75K — $95K *
Rockville, MD 20850In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in relevant field or equivalent work experience
  • 5+ years' experience with portfolios approximately $100M or greater
  • Previous experience in a Banking environment; branch, sales, or customer-facing roles
  • Knowledge of banking terminology and SBA-related products
  • Experience with core banking systems, preferably Fiserv and Abrigo
  • Strong problem-solving skills to identify and resolve client issues

Responsibilities

  • Support Commercial Banking Teams in managing their portfolios
  • Coordinate transactions with clients and third-party consultants
  • Assist in collecting required documents for customer requests
  • Participate in sales meetings and appointments as needed
  • Maintain direct contact with clients from closings to information coordination
  • Collaborate with internal departments and outside vendors for client satisfaction
  • Ensure all required documentation is collected and maintained

Benefits

  • 100% remote work opportunity
  • Defined market area travel required
  • Eligibility for a yearly performance-based bonus
Full Job Description
Position Purpose

The SBA Relationship Liaison is responsible for supporting a team of assigned SBA Lenders to manage customer experience and expectations. The role is responsible for ensuring that the team can effectively manage customer implementations, problem resolution and customer service.

Position Responsibilities
  • Supports the Commercial Banking Team(s) in maintaining and managing their portfolios.
  • Coordinates transactions with bank customers and prospects, third party consultants, such as project inspectors, appraisers, environmental firm staff, attorneys, and engineers.
  • Responsible for assisting with the collection of all required documents related to a customer request and supporting credit packages via the Loan Operating System (LOS).
  • Participates in sales meetings and appointments, as needed.
  • Direct contact with clients ranging from closings to coordination of information.
  • Collaborate closely with internal departments and outside vendors to ensure full cycle integrity and client satisfaction.
  • Ensures all required documentation is collected and maintained as required.

Minimum Education & Experience
  • Bachelor's degree in relevant field or equivalent work experience.
  • 5+ years' experience with portfolios approximately $100M or greater.
  • Previous and successful experience in a Banking environment; branch, sales or customer facing roles.
  • Knowledge of banking terminology and products specifically related to SBA.
  • Prior experience with core banking systems, Fiserv and Abrigo preferred.
  • Problem-solving skills and the ability to identify, research and resolve issues that arise with customers.


Technical Knowledge and Skills
  • Strong written and oral communication skills.
  • Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines.
  • Demonstrated proficiency with Microsoft Office.


Other

Ability to travel within a defined market area.

Compensation
  • Base Salary Range: $75,000 - $95,000 / annually. Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
  • Additional Compensation: This role will include a yearly annual target bonus based on individual performance.

Working Arrangements
  • This is a 100% remote role.
  • We are currently hiring only within our core locations which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), North Caroline (NC), Florida (FL).

About Capital Bank, N.A.

Capital Bank, N.A. is a regional bank that provides a range of financial services to individuals and businesses. The bank offers personal and business checking and savings accounts, loans, mortgages, and credit cards. Capital Bank, N.A. was founded in 2010 and is headquartered in Raleigh, North Carolina. The bank has over 150 branches across the southeastern United States.
Learn more about Capital Bank, N.A.
Size
257 employees
Market Cap
$327.1 million
Industry
Finance & Insurance
Net Income
$25.8 million
5 Year Trend
+20.1%
NASDAQ
CBNK
* Ladders Estimates

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