[Hiring] VP, Government Guaranteed Lender @Customers Bank

Role 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.
• Client base will consist of owner occupied commercial real estate, owner operated businesses, and other SBA eligible 7A loans.

Responsibilities include:

• Responsible for sales and outreach efforts including 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 Product partners to provide a full banking proposition.
• Under the Single Point of Contact (SPOC), 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 individual market profile as well as the profile of Customers Bank in the local community.
• Effectively utilize 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.

Qualifications

• 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.

Requirements

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

Benefits

• Equal opportunity employer.
• Reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

Diversity Statement

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.