SME/SBA Relationship Manager

• Job Type: Full-Time

POSITION OVERVIEW

The SBA Loan Officer develops new business, structures SBA loan opportunities, and guides borrowers from application through closing. This role combines relationship management, credit analysis, and SBA lending expertise.

ESSENTIAL JOB FUNCTIONS

• Originate new deals based on annual budget.
• Attend initial meetings with prospects/new clients.
• Work with clients to complete SBA loan package.
• Work with team leader to structure loan.
• Assist in credit analysis and underwriting process.
• Ability to understand credit risk.
• Work with Closing Department on getting loans booked and closed.
• Work with SBA servicing in obtaining financial updates from borrowers.
• Assist Team Leader in training internal staff bank-wide.
• Keep up to date on SBA SOP.
• Perform additional duties as assigned

QUALIFICATIONS

• Education: Bachelor's degree in Business or a related field preferred.
• Years of Experience: Minimum of 5 years of relevant experience.
• Knowledge: SBA SOP, Accounting, and California real estate procedures.

EQUAL OPPORTUNITY EMPLOYER

EverTrust Bank is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.