SBA Relationship Liaison

Position Purpose

The SBA Relationship Liaison is responsible for supporting a team of assigned SBA Lenders to manage customer experience and expectations.  The role is responsible for ensuring that the team can effectively manage customer implementations, problem resolution and customer service.

Position Responsibilities

• Supports the Commercial Banking Team(s) in maintaining and managing their portfolios.
• Coordinates transactions with bank customers and prospects, third party consultants, such as project inspectors, appraisers, environmental firm staff, attorneys, and engineers.
• Responsible for assisting with the collection of all required documents related to a customer request and supporting credit packages via the Loan Operating System (LOS).
• Participates in sales meetings and appointments, as needed.
• Direct contact with clients ranging from closings to coordination of information.
• Collaborate closely with internal departments and outside vendors to ensure full cycle integrity and client satisfaction.
• Ensures all required documentation is collected and maintained as required.

Minimum Education & Experience

• Bachelor's degree in relevant field or equivalent work experience.
• 5+ years’ experience with portfolios approximately $100M or greater.
• Previous and successful experience in a Banking environment; branch, sales or customer facing roles.
• Knowledge of banking terminology and products specifically related to SBA. 
• Prior experience with core banking systems, Fiserv and Abrigo preferred.
• Problem-solving skills and the ability to identify, research and resolve issues that arise with customers.

Technical Knowledge and Skills

• Strong written and oral communication skills.
• Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines.
• Demonstrated proficiency with Microsoft Office.

Other  

Ability to travel within a defined market area.

Compensation

• Base Salary Range: $75,000 - $95,000 / annually. Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.  
• Additional Compensation: This role will include a yearly annual target bonus based on individual performance.
  
  

Working Arrangements

• This is a 100% remote role.
• We are currently hiring only within our core locations which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), North Caroline (NC), Florida (FL). 
  
  

Why Join Us?

• Join a growing company with a culture that fosters an entrepreneurial spirit
• Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more? 
• Company Contributions to your 401k - Regardless of your contribution
• Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
• Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities