SBA Credit Relationship Manager

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position

Job Title

SBA Credit Relationship Manager

Job Description

Summary

This position is responsible for attracting new SBA loan customers through internal referral sources (primarily the bank's lending staff) as well as external referral sources (ie business brokers, CPA, commercial realtors, etc.). The primary role for this position includes being a "liaison" for the internal lending staff. That includes educating the lenders on the various SBA programs and helping them target potential loan opportunities. This also includes helping internal lending officers to qualify and structure potential SBA loan opportunities.

Major Duties and Responsibilities (Essential Functions)

• Makes business development calls on existing and potential new clients.
• Ability to determine SBA eligibility and help structure the loan request.
• Ability to complete a thorough summary of the loan request and help gather the needed information to the Underwriting staff so that a quick analysis can be done.
• Ability to work independently and be self-motivated.
• Provide adequate education when needed to the internal lending staff on the various SBA programs that the bank participates in.
• Represents the bank in various civic and community functions (when applicable) to enhance its image and develop new business.
• Promotes favorable image of the bank in all business activities within the community.

Additional Duties and Responsibilities

Employee Specifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

Technical / Functional Competencies

NOTE : This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization

All Locations : Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer

To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.