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Sales / Business
VP, SBA Business Development Officer
@Customers Bank
[Hiring] VP, SBA Business Development Officer @Customers Bank
Mar 24, 2025 - Customers Bank is hiring a remote VP, SBA Business Development Officer. 💸 Salary: up to $120,000 plus commission. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
This role involves serving the banking needs of small businesses and proactively operating at the heart of the local business community to build new relationships.
- Build a book of business with a loan goal of $10 million annually.
- 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 including lead lists, internal and external referrals, COIs, cold calling, and other methods to attract business.
- Drive relationship management by identifying cross-selling opportunities and introducing Product partners to provide a full banking proposition.
- Engage in joint calling and prospecting with Product partners as needed.
- Develop a targeted COI (center of influence) list and create a detailed plan to build relationships that lead to referral business.
- Build individual market profile and the profile of Customers Bank in the local community.
- Utilize resources/tools available to manage the call/relationship management consistent sales process and activities.
- 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 by deepening existing relationships.
- Focus 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 understand Salesforce and all bank technology tools necessary for success in performing processes and following procedures.
- Maintain weekly and all required pipeline reports.
- Input credit applications and packages into the Salesforce system.
Qualifications
- Excellent verbal and written communication skills.
- 5+ years of experience in SBA 7a loan production.
- Experience with 504 loans is a plus.
- Established network of referral partners (COIs/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.
Requirements
- Technology Skills: Microsoft Excel, Microsoft Office, Outlook, TEAMS.
Benefits
- Salary range: An annual salary range up to $120,000 based on overall skills and experience.
- Commission plan based on performance.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
💸
up to $120,000 plus commission
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 24, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
