SBA Business Development Officer

About the role

The SBA Business Development Officer (BDO) will work closely with the National Sales Manager and SBA Loan Coordinator to develop and process SBA 7a, 504, and USDA loan opportunities. The BDO will handle SBA 7a, 504, and USDA loan applications from referral sources and direct prospects, managing deals through the credit and closing process. The role requires coordinating SBA loan applications and providing the SBA credit department with complete packages.

Responsibilities

• Work with referral sources and direct prospects to identify, qualify, and package SBA & USDA loans.
• Apply working knowledge of SBA underwriting criteria.
• Effectively manage identified deals from the field to the Denver operations center.
• Provide complete loan packages to Evolve SBA Credit or Secondary Market credit underwriters.
• Assist Evolve SBA Closers or Secondary Market closers with loans funded by investors and/or interim loan closings.
• Develop and manage loan referrals from qualified mortgage and business brokers.
• Pre-qualify, propose, package, and assist credit and closing with 7a & 504 loan packages from mortgage and business brokers.
• Multitask and meet critical deadlines.
• Keep management informed of current activities and significant issues.
• Ensure work area is clean, secure, and well maintained.

Requirements

• Minimum 5 years of SBA experience.
• Knowledge of SBA underwriting, financial analysis, and SBA regulations.

Skills

• Skilled with Microsoft Word, Excel, Outlook, and related software applications.
• Good verbal and written communication skills.
• Well organized; ability to multitask; attention to detail.
• Ability to prioritize and work well under pressure.
• Must be able to work in a team environment and adapt to change.
• Ability to manage multiple projects and deadlines simultaneously in a fast-paced, high-production, professional environment.