VP - SBA Business Development Officer

March 14

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🎰 Nevada – Remote

Although this job is listed in Nevada, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

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Customers Bank

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Customers Bank is a financial institution that offers a wide range of services to small businesses, individuals, and commercial clients. The bank provides products such as checking accounts, cash management tools, loans, and industry-specific solutions. Customers Bank prides itself on innovation, offering advanced technologies and a dedicated team to meet customer needs. They specialize in areas such as real estate financing, venture banking, alternative energy financing, and healthcare financial solutions. With a focus on proven reliability and a strong financial foundation, Customers Bank is committed to supporting the communities it serves through initiatives like renewable energy projects and affordable housing.

checking accounts • savings accounts • business checking • business loans • commercial lending

501 - 1000 employees

Founded 2009

🏦 Banking

💸 Finance

💰 Post-IPO Debt on 2019-12

📋 Description

• 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.

🎯 Requirements

• Excellent verbal and written communication skills • 5+ years of experience in SBA 7a loan production. • Experience with 504 loans is a plus. • 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