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Regional Director – SBA Lending
Location
Ohio
Posted
19 days ago
Salary
Not specified
Bachelor Degree5 yrs expEnglish
Job Description
• Identify and develop qualified prospects for SBA loan products through centers of influence
• Work directly with applicants to assess SBA eligibility and Fifth Third credit qualifications
• Ensure adherence to the SBA SOP and Fifth Third credit policy while keeping the customer at the center
• Work with product partners to analyze, evaluate, and develop a tailored relationship strategy for each client or prospect
• Attend community and/or specific industry forums, conferences, and/or meetings to broaden relationship networks
• Utilize the organization’s value proposition to articulate the advantages of obtaining financing through a tech-enabled lender
• Effectively retain and grow long-term profitable client relationships
• Plan and conduct relationship-strategy and relationship-review meetings with product partners
• Conduct thorough effective pre-call planning, One Bank consultative sales approach, and prompt post-call follow-up
• Partner with internal stakeholders on credit requests, and adhere to established portfolio management guidelines
• Monitor customer financial performance, condition, and industry trends
Job Requirements
- Extensive knowledge of U.S. Small Business Administration loan programs
- Minimum of five years of SBA sales experience
- Proven ability to build new and existing client business and provide a positive client experience
- Strong business acumen, including detailed analysis, review of financial statements, and understanding of basic accounting principles
- Ability to assess client needs, drivers of profitability, and corporate/personal lifecycle-optimizing financial solutions
- Effective problem-solving and analytical skills with the ability to handle and prioritize multiple tasks
- Demonstrated strong verbal and written communication skills, specifically experience in face-to-face negotiations and group presentations
- Proven ability to work in a team-based sales environment
- Proficiency in all Microsoft Office software
- Bachelor’s degree in finance, economics, or mathematics (Bonus points)
Benefits
- Comprehensive benefits programs aimed at physical, financial, emotional, and social well-being.
- Incentive-based compensation packages.