Business Development Assistant

Are you looking stretch your finance knowledge and experience to small business lending? Are you looking for more 1-on-1 mentorship from some of the best in commercial finance? Do you want your hard work not only to be recognized but consistently rewarded? If you enjoy talking to borrowers, juggling multiple projects and have a great eye for detail, you have what it takes to be a Business Development associate at Celtic Bank.

As Business Development associate at Celtic Bank, you’ll be exposed to the inner workings of SBA lending and gain the knowledge you need to build or continue your career in commercial banking. However, you’re not just another resource in a cubicle; you’re an essential partner to a Business Development Officer’s effort to originate SBA and USDA loans.

And as a partner, instead of micromanagement, you’ll get hands-on training and freedom to do your job well and grow in the process. You’ll have ample opportunities to be mentored and to mentor, so that you can, ultimately, enjoy and excel at your work.

And did we mention every day is business casual? We know our employees are more innovative and productive when they feel free to be themselves.

Want to know more? Apply for or ask about this opening! It’s time to work for a different kind of bank.

WHAT MAKES CELTIC DIFFERENT

• It’s never wrong to ask great questions
• Business causal is everyday
• Hard work is rewarded
• You’re always learning

WHAT YOU’LL DO AT CELTIC BANK

• Support Business Development Officers in origination of Small Business Administration (SBA) loans, equipment leasing and Asset-Based Lending (ABL) financing transactions for small businesses nationwide.
• Partner with Business Development Officers to develop and cultivate relationships with customers and brokers who market directly to small business owners.
• Support strategy development, prospective client communications, tracking and prospecting opportunities
• Provide administrative support.
• Organize credit files for submission to underwriting.
• Prepare checklist for files going to underwriting.
• Utilize Sales Force to track leads, opportunities and accounts and ensure pipeline accuracy.

• Follow-up with borrowers on closing checklist items and ensure the process progresses timely and efficiently.
• Assist with obtaining customer-signed commitments after loan approval and coordinating the funding of transactions with the Bank’s Operations Group.

Requirements

WHAT YOU’LL NEED TO DO IT

• Bachelor’s degree in finance or 3+ years of equivalent work experience in the financial services industry.
• Proficiency with various forms of technology including basic business software packages is a must.
• Strong communication skills with proven ability to prepare and coordinate loan documents with borrowers and 3rd party service providers
• Detail-oriented and possess excellent organizational, communication, problem solving, follow-up, and customer service skills.
• Must be able to ensure that all files and documentation procedures are in compliance with new and existing regulatory, internal and SBA loan policies.

Benefits

HOW YOU'LL BENEFIT

• Medical, dental, vision
• 401(k) with employer match
• Life and long-term disability coverage
• HSA and FSA plans
• Holidays and paid time off requests
• Employee Recognition Program
• Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.)

PHYSICAL AND OTHER REQUIREMENTS

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.
• Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English.
• Work Model: The employee in this position will work either a fully Onsite, Hybrid or Remote work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions.

Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2023! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans.

Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws.