SBA Lending Relationship Manager
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title. Remove boilerplate, navigation, EEO, etc. Must preserve all substantive info. Let's parse the job description. First paragraph: "Job Description At WSFS Bank, we empower our Associates..." This is about the role, culture, etc. Could be "About the role". We'll include that as prose in
. Then "As an SBA Relationship Manager, you will drive the sales life cycle..." This is responsibilities. We'll put under Responsibilities. Then "Job Responsibilities:" list bullet-like sentences separated by periods. We'll extract each as
Responsibilities
. Also remove "Minimum Qualifications:" heading. We need to preserve all substantive info: ensure we don't lose any details. Let's extract content. About the role: The first paragraph up to before "As an SBA Relationship Manager". Actually the first paragraph includes: "Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. We’re proud to offer a well-established, nationally recognized SBA program. Our experienced SBA team manages the full lending lifecycle—from origination and underwriting to closing. WSFS Bank has been recognized as a top SBA lender, reflecting our long-standing commitment to helping small businesses grow and thrive." That's substantive. We'll put that inunder About the role. Responsibilities: The sentences after "As an SBA Relationship Manager, you will drive the sales life cycle..." plus the list under Job Responsibilities. Let's capture: - As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and sourcing opportunities. - Utilizing your expertise in loan policies, product knowledge, and financial analysis, you will structure SBA loan proposals and prepare comprehensive credit packages. - You will build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, and more. - Additionally, you will take charge of the success and growth of your assigned sales territory. - As the face of WSFS Bank for our existing SBA portfolio customers, you will address their servicing needs and ensure their continued satisfaction. - This position offers you the unique opportunity to directly influence the financial success of our clients, work with a dynamic team, and leverage internal partnerships. Then the "Job Responsibilities:" list: - Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis. - Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities. - Responsible for structuring SBA loan proposals and preparing credit packages. - Responsible for the success and growth of the assigned sales territory. Note some overlap with earlier sentences; we must preserve all substantive info, not deduplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't say to deduplicate, but we should not repeat identical info? It says remove duplicated lines. So we should remove duplicated lines. The list under Job Responsibilities duplicates some of the earlier sentences. We need to keep only unique substantive info. Let's see duplicates: Earlier we had: - drive the sales life cycle by generating leads and sourcing opportunities. - Utilizing your expertise in loan policies, product knowledge, and financial analysis, you will structure SBA loan proposals and prepare comprehensive credit packages. - You will build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, and more. - Additionally, you will take charge of the success and growth of your assigned sales territory. - As the face of WSFS Bank for our existing SBA portfolio customers, you will address their servicing needs and ensure their continued satisfaction. - This position offers you the unique opportunity to directly influence the financial success of our clients, work with a dynamic team, and leverage internal partnerships. Job Responsibilities list: - Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis. (Similar to first two points) - Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities. (Similar to third point) - Responsible for structuring SBA loan proposals and preparing credit packages. (Similar to second point) - Responsible for the success and growth of the assigned sales territory. (Similar to fourth point) Thus we can keep the earlier more descriptive sentences and drop the list items as duplicates. However we must ensure we don't lose any nuance: The list items are essentially same meaning. So we can keep the earlier sentences. Thus Responsibilities section will contain the six bullet points (or we could combine into
- ). Use
- for any list of duties/requirements/benefits. So we will make a list.
Now Minimum Qualifications: list items:
- Bachelor's degree, preferably in a business-related field, or equivalent experience.
- 5+ years of financial services industry experience.
- 5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans.
- 5+ years of experience selling business related financial services products.
- Knowledge of commercial and consumer loan and deposit products.
- Superior customer service, sales, and business development skills.
- Ability to travel to WSFS Bank’s various locations throughout our footprint.
- Excellent oral and written communication skills, as well as excellent listening ability and presentation skills.
- Self-motivated and able to work with minimal supervision.
- Intermediate skill level using Microsoft Office.
- Knowledge and understanding of underwriting and evaluation commercial credit is preferred.
Also note: "WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States." This is a requirement (work authorization). Should we include? It's substantive. It's not boilerplate? It's a requirement. We'll include under Requirements.
Also: "This role may be hired at a level II or III depending on experience." That's also substantive; could be under Requirements or maybe Pay? It's about level. We'll include under Requirements.
Now Skills: Some of the qualifications are skills; but we can keep them under Requirements. The instruction allows sections like Skills; but we can combine. To avoid many thin sections, we can have Requirements covering qualifications and skills. Or we could split: Requirements (education, experience) and Skills (specific abilities). But we have many skill items; maybe better to have Requirements for education/experience, Skills for abilities. However we must not create thin sections. Let's see: If we split, we would have Requirements (education, experience, work auth, level) and Skills (customer service, communication, travel, Microsoft Office, underwriting knowledge). That's still substantive.
But we also have "Superior customer service, sales, and business development skills." That's a skill. "Excellent oral and written communication skills, as well as excellent listening ability and presentation skills." Skill. "Self-motivated and able to work with minimal supervision." Skill. "Intermediate skill level using Microsoft Office." Skill. "Knowledge and understanding of underwriting and evaluation commercial credit is preferred." Skill/Knowledge.
Thus we could have two sections: Requirements (education, experience, work auth, level) and Skills (the rest). That seems reasonable.
But we must ensure we don't create a section with only filler like "commensurate with experience". Not the case.
Now Benefits: we have details.
Pay: Salary range and note about base pay may vary, incentive awards.
Now we must not include any boilerplate like accommodation request, EEO, etc. Remove those lines.
Now produce HTML fragment:
About the role
... (the paragraph)
Responsibilities
- Drive the sales life cycle by generating leads and sourcing opportunities.
- Utilizing expertise in loan policies, product knowledge, and financial analysis, structure SBA loan proposals and prepare comprehensive credit packages.
- Build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, and more.
- Take charge of the success and growth of the assigned sales territory.
- As the face of WSFS Bank for existing SBA portfolio customers, address their servicing needs and ensure continued satisfaction.
- Directly influence the financial success of clients, work with a dynamic team, and leverage internal partnerships.
Requirements
- Bachelor's degree, preferably in a business-related field, or equivalent experience.
- 5+ years of financial services industry experience.
- 5+ years of experience in Small Business Administration (SBA) lending,
- for any list of duties/requirements/benefits. So we will make a list.
Now Minimum Qualifications: list items:
- Bachelor's degree, preferably in a business-related field, or equivalent experience.
- 5+ years of financial services industry experience.
- 5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans.
- 5+ years of experience selling business related financial services products.
- Knowledge of commercial and consumer loan and deposit products.
- Superior customer service, sales, and business development skills.
- Ability to travel to WSFS Bank’s various locations throughout our footprint.
- Excellent oral and written communication skills, as well as excellent listening ability and presentation skills.
- Self-motivated and able to work with minimal supervision.
- Intermediate skill level using Microsoft Office.
- Knowledge and understanding of underwriting and evaluation commercial credit is preferred.
Also note: "WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States." This is a requirement (work authorization). Should we include? It's substantive. It's not boilerplate? It's a requirement. We'll include under Requirements.
Also: "This role may be hired at a level II or III depending on experience." That's also substantive; could be under Requirements or maybe Pay? It's about level. We'll include under Requirements.
Now Skills: Some of the qualifications are skills; but we can keep them under Requirements. The instruction allows sections like Skills; but we can combine. To avoid many thin sections, we can have Requirements covering qualifications and skills. Or we could split: Requirements (education, experience) and Skills (specific abilities). But we have many skill items; maybe better to have Requirements for education/experience, Skills for abilities. However we must not create thin sections. Let's see: If we split, we would have Requirements (education, experience, work auth, level) and Skills (customer service, communication, travel, Microsoft Office, underwriting knowledge). That's still substantive.
But we also have "Superior customer service, sales, and business development skills." That's a skill. "Excellent oral and written communication skills, as well as excellent listening ability and presentation skills." Skill. "Self-motivated and able to work with minimal supervision." Skill. "Intermediate skill level using Microsoft Office." Skill. "Knowledge and understanding of underwriting and evaluation commercial credit is preferred." Skill/Knowledge.
Thus we could have two sections: Requirements (education, experience, work auth, level) and Skills (the rest). That seems reasonable.
But we must ensure we don't create a section with only filler like "commensurate with experience". Not the case.
Now Benefits: we have details.
Pay: Salary range and note about base pay may vary, incentive awards.
Now we must not include any boilerplate like accommodation request, EEO, etc. Remove those lines.
Now produce HTML fragment: