SBA Business Development Officer - Northern Region
Citadel Credit Union · Exton, PA · 2 mo ago
HybridBusiness DevelopmentFull-time
Key Responsibilities
- Originate and close $20MM+ annually in SBA 7(a), 504, and Express lending.
- Develop and maintain a strong external referral network including CPAs, brokers, attorneys, consultants, and other business advisors.
- Proactively identify SBA opportunities across the regional market.
- Serve as the regional SBA product expert for internal teams.
- Partner closely with Business Banking Relationship Managers (BBRMs), Commercial Relationship Managers (CRMs), Business Development Managers (BDMs), retail teams, and call center leadership to identify SBA opportunities.
- Help educate and train internal teams on SBA products, eligibility, and structuring strategies.
- Support the development and execution of SBA business development strategies within the assigned region.
- Visit assigned branches regularly, with the expectation of visiting each covered branch at least twice per month.
- Build strong relationships with branch leadership and frontline staff to encourage SBA referral activity.
- Provide guidance to internal teams on structuring SBA opportunities and positioning solutions for members.
- Work collaboratively with Credit, Operations, LSPs, and CDC partners to structure and close SBA transactions.
- Maintain full fluency in SBA SOP requirements and ensure transactions are structured appropriately from initial engagement through closing.
- Partner with Relationship Managers who will maintain the long-term client relationship after closing.
Qualifications And Education
- Minimum of 7-10 years of experience in business development, with a strong understanding of credit analysis, and risk management.
- Demonstrated history of $20MM+ annual SBA production.
- Deep knowledge of SBA 7(a), 504, and Express programs.
- Experience working with Lender Service Providers (LSPs) and Certified Development Companies (CDCs).
- Strong credit acumen and SBA structuring experience.
- Proven ability to build relationships both internally and externally.
- Ability to influence outcomes through collaboration and consistent engagement.
- Comfortable operating in a hybrid role with regular in-market presence.