SBA Business Development Associate

Summary

Evolve Bank & Trust is seeking an SBA Business Development Associate to support SBA Management and Business Development Officers in developing and onboarding loan opportunities for SBA 7(a) and 504 loan programs. The role coordinates loan applications, prepares complete submission packages, manages multiple transactions, and ensures compliance with applicable banking regulations.

Responsibilities

• Work within our processing system SPARK to gather a list of items needed to complete an assessment of the credit worthiness and SBA eligibility of the loan request
• Responsible for working with the BDO’s to ensure information is obtained/received for a complete loan submission
• Run required reports for loan submission. Credit, CAIVRS, OFAC, Clear
• Validate Submission Checklist for borrower folder contents and certify all items have been received
• Responsible for addressing all obvious credit issues in the file and assisting the BDO in the preparation of the Loan Summary to ensure it accurately represents the business and the requested loan
• Responsible for submitting a complete and accurate loan application package for review to the SBA Production Specialist
• Facilitate transfer of information (written and verbal) between multiple groups, keeping track of items received and those still needed
• Oversee multiple transactions concurrently to ensure all active loan applications are moving forward and current status is reported on the Pipeline Report
• Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes
• Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position

Skills

• Minimum of three years of customer service experience or relevant work experience in the financial services
• Microsoft Office suite required- Strong Excel skills
• Must possess accurate keyboard, spelling and grammar skills as well as superior written and oral communication skills
• Must possess the ability to set priorities, manage tasks and meet
• Must be willing and capable of defining problems and taking initiative to propose practical
• Some travel may be required on an as needed basis to attend training and conferences

Qualifications

Must Haves

• Minimum of three years of customer service experience or relevant work experience in the financial services
• Microsoft Office suite required- Strong Excel skills
• Must possess accurate keyboard, spelling and grammar skills as well as superior written and oral communication skills
• Must possess the ability to set priorities, manage tasks and meet
• Must be willing and capable of defining problems and taking initiative to propose practical

Nice to Haves

• Some travel may be required on an as needed basis to attend training and conferences

Benefits

• Remote work arrangement