Business Development Specialist Sba

EXECUTIVE SUMMARY OF RESPONSIBILITIES
The Business Development Specialist SBA (BDS) primary responsibility will be to support external loan originations generated by the Business Development Officers (BDOs). A BDS may support multiple BDOs based on loan volumes.
The BDS will be responsible for reviewing loan requests from small business owners; following up with customers by email and phone to ensure completion of loan packages; and communicating with the BDOs on the status of files and follow-up required.
The BDS will review product pricing and guidelines to ensure proper lending solutions. A key priority for the BDS is to create a unique customer experience through outstanding service that is courteous, helpful, informative and deliver customer-centric solutions to meet customers’ financing needs. The BDS will fulfill all calls and customer requests within established timeframes to ensure individual and team goals are achieved and maintain thorough understanding of all product guidelines and documentation requirements to provide appropriate guidance for each customer. The BDS may also be required to process direct leads based on work volumes
ABOUT LENDISTRY
Lendistry is a minority-led and technology-enabled small business and commercial real estate lender that innovates game changing lending practices for historically underserved small businesses. With Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certifications, and offering SBA 7(a) loans through its subsidiary, Lendistry is a responsible partner for small businesses through their growth stages and beyond. We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.
GENERAL RESPONSIBILITIES
• Support assigned BDOs to review and process loan applications submitted
• Maintain thorough understanding of loan products, guidelines, and minimum required documents.
• Maintain the highest degree of customer satisfaction and professionalism (e.g., tone, voice inflection, word choices).
• Utilize scripts and email templates provided as guidelines for customer communication.
• Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and complete ISQ, and effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process.
• Continue to be an active and engaged learner availing yourself of all training, meetings, management coaching, communications, and internal partnerships.
• Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness.
• Review loan application packages for completeness and eligibility.
• Meet established KPIs for production, quality and customer service
PROFICIENCIES
• Exceptional customer service skills.
• Diligent follow-up skills.
• Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, ability to work independently and as part of a team.
• Strong analytical ability with active listening skills.
• Willingness to adapt to changing business needs and deadlines, including extended work hours.
• Exhibit a professional, business-like appearance and demeanor.
• Excellent written and verbal communication skills with individuals at all levels, (internally and externally).
• Strong PC skills; proficient in MS Word, Excel, and PowerPoint.
• Strong sense of urgency, with the ability to thrive in a fast-paced environment.
EDUCATION and EXPERIENCE
• High School Diploma
• Sales Experience Preferred