Customers Bank

VP, Government Guaranteed Lender

Customers Bank$125K — $150K *
US-AnywhereRemote in Nevada, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience in SBA 7a loan production
  • Strong understanding of credit underwriting
  • Established network of referral partners
  • Ability to multitask in a dynamic environment
  • High emotional intelligence and team player
  • Excellent verbal and written communication skills
  • Familiarity with lending regulatory requirements

Responsibilities

  • Build relationships within the local business community
  • Conduct proactive sales and outreach to attract new business
  • Identify and develop cross-selling opportunities
  • Manage a portfolio while deepening existing customer relationships
  • Collaborate with Product partners for joint calling and prospecting efforts
  • Utilize Salesforce for productivity tracking and customer management
  • Maintain regular pipeline reporting for loan applications

Benefits

  • Comprehensive health benefits
  • Opportunities for professional development and growth
  • Access to the latest banking technology tools
  • Collaborative team environment
  • Engagement with local business community
Full Job Description
Must be legally eligible to work in the United States without sponsorship, current or future, to be considered.

What you'll do:

Serves the banking needs of small businesses to pro-actively operate at the heart of the local business community, to build new relationships. The Government Guaranteed Lender goals include building a book of business and a loan goal of $10 million annually. The client base will consist of owner occupied commercial real estate, owner operated businesses and other SBA eligible 7A loans.
  • Responsible for sales and outreach efforts lead lists, internal and external referrals, COI's, cold calling and other ways to attract business.
  • Drives relationship management by identifying cross-selling opportunities and introducing our Product partners to help provide a full banking proposition.
  • Under the Single Point of Contact (SPOC) the government guaranteed lender is expected to do joint calling and prospecting with Product partners depending on the situation Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business in support of goals
  • Build your individual market profile as well as the profile of Customers Bank in the local community Effectively utilizes the resources / tools available to manage the call / relationship management consistent sales process and activities Required to make a target number of in person calls to prospects, customers, COIs and internal partners weekly and monthly
  • Manage and develop a portfolio of customers, expected to grow portfolio by deepening existing relationships Primary focus is on new business development for lending and deposits
  • General knowledge of SBA credit underwriting with proven ability to develop, retain and expand relationships with COIs.
  • Use and understanding of salesforce and all bank technology tools that ensure the lender and the bank's success in performing processes and following procedures necessary to input and track productivity.
  • Maintain weekly and all required pipeline reports.
  • Input of credit applications and packages into the Salesforce system.


What do you need?
  • Excellent verbal and written communication skills
  • 5+ years of experience in SBA 7a loan production
  • Ability to multitask
  • Established network of referral partners (COI's/Brokers)
  • Strong understanding of credit underwriting
  • Strong business development skills
  • Able to work in a changing high tech and mobile environment
  • Outgoing personality
  • Able to work in a team environment
  • High emotional intelligence
  • Open to learning and growth
  • Familiar with regulatory requirements for lending


Technology Skills:
  • Microsoft Excel
  • Microsoft Office
  • Outlook
  • TEAMS

About Customers Bank

Customers Bank is a full-service bank that provides a range of financial products and services to individuals, businesses, and institutions. The bank offers checking and savings accounts, loans, mortgages, credit cards, and wealth management services, among others. Customers Bank operates through a network of branches and ATMs in several states, including Pennsylvania, New York, New Jersey, Rhode Island, Massachusetts, New Hampshire, and Illinois. The bank is known for its innovative digital banking solutions, such as its mobile app and online banking platform, which allow customers to manage their accounts and transactions from anywhere, anytime.
Learn more about Customers Bank
Size
1,200 employees
Industry

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