Associate – SBA Business Development
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Job Description
Associate supporting SBA Business Development at Fulton Bank. Focused on client outreach, organization, and administrative support in loan processing.
Responsibilities:
- Support the salesperson by managing inbound leads, conducting initial client intake, and qualifying prospects.
- Coordinate meetings, follow-ups, and communications with team members (sales, underwriting, closing, etc.)
- Maintain CRM records, track pipeline activity, and prepare sales reports.
- Develop strong working relationships with BDOs, Underwriters, Credit Officers, Closers, and other internal teammates.
- Communicate with team members and clients regarding issues or details that need to be addressed or changed throughout the loan process.
- Assist in gathering, organizing, and reviewing documents needed for SBA loan applications (7(a), USDA, 504, etc.).
- Provide instruction and assistance to clients during the initial SBA loan application process, emphasizing accurate completion of documents and introduction to loan processing software.
- Ensure client files meet SBA standards and help keep applications moving on schedule.
- Ensure loan application packages are in complete compliance with SBA guidelines.
- Order pre-underwriting and prequalification government-required reports (e.g., OFAC, CAIVRS, SAM).
- Preliminary assessment of new loan opportunities.
- Spreading and initial analysis of financial statements, projections, and business plans.
- Assess SBA and USDA eligibility and maintain thorough understanding of SBA SOP and USDA Regulations & Guidelines.
- Assist Government Guaranteed Lenders (GGL) BDOs and GGL Underwriters in preparing loan packages for credit underwriting.
- Complete vetting and credit memos to effectively communicate guarantor background, borrower business details, and other information aiding review, underwriting, and approval processes.
- Manage the appraisal process for all new credits (coordinate with borrowers, order appraisals, monitor status, etc.).
- Order and review site inspections.
- Order and track business valuations, providing pertinent information and documents to vendors.
- Ensure compliance with internal bank credit policy and external regulatory requirements.
- Attend SBA and USDA training to stay current on government-guaranteed lending regulations.
- Work with the SBA Lending team to devise and execute new processes and procedures that contribute to continuous process improvement in SBA loan origination.
Requirements:
- High School Diploma or equivalent. Specialty: general studies. (Required)
- Bachelor's Degree or the equivalent experience. Specialty: business, finance, marketing or related. (Preferred)
- 5 or more years experience in sales support, lending support, or customer service. (Required)
- 3 or more years SBA Lending support or underwriting experience. (Preferred)
- Strong organizational and communication skills (Required)
- Ability to manage multiple tasks with accuracy and attention to detail (Required)
- Proactive support mindset (Required)
- Excellent written and verbal communication skills (Required)
- Excellent interpersonal skills. (Required)
- Proficient with Excel – knowledge of basic excel modeling and formulas – as well as other standard Microsoft products. (Required)
- Knowledge of standard banking applications such as financial spreading software (Preferred)
Benefits:
- medical plans with prescription drug coverage
- flexible spending account or health savings account depending on the medical plan chosen
- dental and vision insurance
- life insurance
- 401(k) program with employer match and Employee Stock Purchase Plan
- paid time off programs including holiday pay and paid volunteer time
- disability insurance coverage and maternity and parental leave
- adoption assistance
- educational assistance
- robust wellness program with financial incentives
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