AVP SBL Sales Associate

Position Summary

Work Arrangement:

***This is a remote position and can be located anywhere in the U.S.A.*** 

At The Bancorp, we’ve spent more than 25 years driving innovation in the financial services industry. As one of the first banks to embrace fintech, we combine technology, expertise and a forward-looking approach to deliver creative, real-world solutions. We work side by side with our partners to help them grow and innovate with confidence. Across Fintech Solutions, Institutional Banking, Commercial Lending and Real Estate Bridge Lending, we provide the people, processes, technology and banking capabilities that turn bold ideas into outcomes.

 

Join a team that brings urgency and rigor to every challenge and plays a direct role in driving growth for our clients and the communities we serve.

 

The Bancorp’s Small Business Lending team helps businesses across the country access SBA and other financing solutions that support growth. As part of this team, you’ll contribute to delivering tailored financial solutions, supporting the lending process from origination through funding and helping drive successful outcomes for business owners and the communities they serve.

 

This role supports the Small Business Lending (“SBL”) sales team by performing a variety of activities to grow the SBA loan portfolio.

 

 

Key Responsibilities

Acts as the internal point person for assigned SBA Business Development Officer(s), handling existing client and prospect questions and ensuring that all direct sales-related support is provided in a timely and efficient manner.

Works closely with the assigned Business Development team to strategically manage product growth within the SBA business unit. Supports the SBA Business Development Officer(s) in assessing interest in company products, increasing brand penetration, and generating meetings for assigned SBA Business Development Officer(s).

Acts as the internal sales desk and subject matter expert during the sales process. Explains SBA products and requirements in depth to ensure potential clients understand the loan application, loan documentation, credit review, and approval processes for SBA loan products.

Attends client conference calls with assigned Business Development Officer(s) and ensures follow up, outstanding items, and materials are provided promptly.

Works with assigned SBA Business Development Officer(s) and the department leadership team to prepare, design, and implement marketing campaigns within the SBA markets.

Researches territory, identifies opportunities, and prospects for new business and makes recommendations to leadership for planning campaigns to increase product penetration and name recognition.

Manages assigned leads and accounts within the systems. Updates data within the system to assure leads are accurate and qualified.

Manages pipeline. Updates all sales activity to assure quarterly activity quotas are met.

Provides suggestions and recommendation on sales ideas, sales activities, and related tasks and coordinate execution of approved concepts.

Works with others as needed to manage win-win solutions for the clients on process as well as credit and related issues associated with the client accounts and loan process.

Performs other duties as assigned.

Up to 25% travel required.

Qualification Requirements

Education/Experience Requirements

• 4 years of SBA or Commercial Lending sales support experience.
• Undergraduate degree in a related field or an equivalent combination of training and experience. 

Preferred Requirements

• Strong working knowledge of SBA loan products.
• Excellent verbal, written, and interpersonal communication skills.
• Team player able to work effectively in a team fostered, multi-tasking environment.
• Proficient in Microsoft Office suite, e.g. Excel, PowerPoint, Word, Outlook.

Additional Information

This job will be open and accepting applications for a minimum of five days from the date it was posted.

 

Salary Range: Salary Range: $60,000 - $75,000 Plus Incentive 

 

This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process.

 

Working at The Bancorp Bank, N.A. and Benefits Information: