SBA Business Development Officer - Business Banking

Citizens Bank
Philadelphia, Miami, United States, Florida, New Jersey
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsExperience: 5+ yearsEducation: bachelorsSkills: ["Leadership","Mentoring","Communication","Sales","Negotiation","Risk assessment","Customer-centricity","Persistence and tenacity"]

Source, identify, and close new SBA 7(a) and 504 loan opportunities by building a strong referral network across an assigned market. Develop and execute an individual business plan, grow relationships with referral partners, and guide deals through application, underwriting, and closing while ensuring compliance with bank credit policy and regulatory requirements. Collaborate with internal Business Banking partners and actively participate in local SBA district events to drive portfolio growth.

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FursaFursa
Citizens Bank
Citizens Bank
2 months ago

SBA Business Development Officer - Business Banking

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Source, identify, and close new SBA 7(a) and 504 loan opportunities by building a strong referral network across an assigned market. Develop and execute an individual business plan, grow relationships with referral partners, and guide deals through application, underwriting, and closing while ensuring compliance with bank credit policy and regulatory requirements. Collaborate with internal Business Banking partners and actively participate in local SBA district events to drive portfolio growth.
Location: Philadelphia, Miami, United States, Florida, New Jersey
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Develop and implement a personal business plan and marketing strategy to identify opportunities and build a base of referral sources.
  • •Maintain and grow a referral network (e.g., business brokers, consultants, lawyers, accountants) to generate leads and achieve sales goals.
  • •Structure, present, and guide SBA lending opportunities through application, underwriting, and closing to ensure SBA requirements are met.
  • •Maintain knowledge of bank credit policy and underwriting guidelines and practice sound risk management and regulatory adherence.
  • •Actively participate in local SBA events and collaborate with Business Banking internal partners to deliver a customer-centric experience and align with portfolio growth goals.

Key Requirements

  • •5+ years of experience in SBA lending with a proven track record of successful loan origination.
  • •In-depth knowledge of SBA loan programs, underwriting guidelines, and compliance requirements.
  • •Strong understanding of financial analysis, credit underwriting, and risk assessment.
  • •Exceptional sales and negotiation skills with a customer-centric mindset.
  • •Ability to manage multiple priorities in a fast-paced environment.
Experience:5+ yearsSBA lending
Education:Bachelor's in finance, business, or a related field
Skills:LeadershipMentoringCommunicationSalesNegotiationRisk assessmentCustomer-centricityPersistence and tenacity

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website