SBA Sales Analyst
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Job Description
SBA Sales Analyst supporting Enterprise channel growth at Grasshopper digital bank. Managing referral partners, loan volume, performance analysis, and operational risk.
Responsibilities:
- Assist with the end-to-end execution of the Enterprise channel business plan
- Serve as a point of contact for complex partner concerns and facilitate collaborative resolutions
- Communicate with senior internal and external stakeholders
- Lead and foster productive cross-functional collaboration across the Enterprise channel
- Help execute the strategy for managing and onboarding new and existing referral partner relationships
- Manage partner expectations and communicate relevant updates or changes affecting partners or borrowers
- Use Bank tools, including AI, to monitor and analyze referral partner performance against production goals
- Track partner performance and work to meet revenue targets
- Monitor incoming loan volume against operational capacity and institutional risk tolerances
- Review incoming loan packages for completeness and accuracy using Bank tools, including AI
- Manage client and partner expectations and resolve challenges
- Identify and escalate bottlenecks, risks, or major challenges to management
Requirements:
- Bachelor's degree in Business Administration, Finance, Economics, or a related field
- 2-4 years of experience in business development, channel management, or strategic partnerships, with a proven track record of achieving growth targets in a financial services or fintech environment
- Demonstrated expertise in managing and executing comprehensive business plans
- Strong analytical skills with the ability to interpret data, identify trends, and make data-driven decisions
- Exceptional relationship management and negotiation skills
- Proven ability to manage complex projects and drive results independently
- Excellent verbal and written communication, presentation, and interpersonal skills
- Deep understanding of operational capacity planning and risk management principles within a financial institution
- Proficiency in CRM software (e.g., Salesforce) and advanced Microsoft Office Suite skills
- Experience with SBA lending and/or Small Business Lending is preferred
Benefits:
- Remote work flexibility
- Diversity of thought and perspective
- Cross-functional teamwork culture
- Ideas valued and accountability encouraged
- Successes celebrated
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