SBA Manager Sales Support

Overview

This is a remote role that may be hired in North Carolina, Arizona, Georgia, Texas, or Utah.

The SBA Manager Sales Support supports SBA Bank products and services through the execution of daily sales support activities while providing leadership and guidance to a team of Sales Support Specialists. This role operates at an advanced level of service and lending expertise, reviewing financial information and participating in client support activities to identify sales opportunities and facilitate the sales process.

Responsibilities include evaluating SBA eligibility and credit-related information, preparing and reviewing loan documentation, resolving complex client and account servicing issues, and ensuring a high level of customer satisfaction. The Team Lead maintains an individual pipeline of loan opportunities while overseeing workflow coordination, quality control, and service delivery across the team.

As a subject matter expert, this position provides coaching, training, and day-to-day guidance to team members and partners with leadership to achieve departmental goals and performance objectives.

Responsibilities & Qualifications

• Duties & Responsibilities: Team Leadership
• Lead, coach, and develop Sales Support Specialists while managing performance, training, and workflow priorities.
• Partner with leadership to drive process improvements and achieve departmental goals.
• Sales Support & Client Service
• Support SBA Lenders, Referral Partners, and clients by resolving inquiries, managing escalations, and ensuring a high level of service.
• Identify sales opportunities through client interactions, analysis, and support activities.
• Credit Analysis & Risk Assessment
• Review financial statements, tax returns, and credit reports to assess SBA eligibility, creditworthiness, and lending risk.
• Conduct pre-screening reviews and provide recommendations to support lending decisions.
• Documentation & Loan Support
• Prepare and review required loan documentation, including term sheets, authorizations, financial verifications, and SBA forms.
• Ensure documentation is accurate, complete, and compliant with Bank and SBA requirements.
• Operational & Technical Expertise
• Serve as a subject matter expert on SBA programs, lending processes, and bank systems.
• Identify workflow efficiencies, provide troubleshooting support, and promote best practices across the team.

Qualifications:

• Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Bank Lending or Underwriting, Operations or Sales
• Preferred Education: Knowledge of SBA SOPs, program eligibility, credit criteria, and loan structure requirements.
• Knowledge of financial accounting theory and logic
• Proficient with all Microsoft Office programs – Excel, Word, OneNote, and Outlook
• Proficient with software programs (BOSS, RIMS, Cognos), applications, and applicable banking systems.
• Loan documentation experience – understanding required documentation depending on program type, loan structure, etc.
• Experience interacting directly with clients, lenders, and referral partners.
• Experience coaching, mentoring, and developing team members, including delivering training and supporting performance improvement.
• Demonstrated ability to lead through influence and serve as a subject matter expert within a team environment.
• Small Business Administration experience
• Financial Analysis experience
• Commercial underwriting
• Commercial cashflow experience
• Additional Information
• Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Responsibilities

• Duties & Responsibilities: Team Leadership
• Lead, coach, and develop Sales Support Specialists while managing performance, training, and workflow priorities.
• Partner with leadership to drive process improvements and achieve departmental goals.
• Sales Support & Client Service
• Support SBA Lenders, Referral Partners, and clients by resolving inquiries, managing escalations, and ensuring a high level of service.
• Identify sales opportunities through client interactions, analysis, and support activities.
• Credit Analysis & Risk Assessment
• Review financial statements, tax returns, and credit reports to assess SBA eligibility, creditworthiness, and lending risk.
• Conduct pre-screening reviews and provide recommendations to support lending decisions.
• Documentation & Loan Support
• Prepare and review required loan documentation, including term sheets, authorizations, financial verifications, and SBA forms.
• Ensure documentation is accurate, complete, and compliant with Bank and SBA requirements.
• Operational & Technical Expertise
• Serve as a subject matter expert on SBA programs, lending processes, and bank systems.
• Identify workflow efficiencies, provide troubleshooting support, and promote best practices across the team.

Qualifications:

• Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Bank Lending or Underwriting, Operations or Sales
• Preferred Education: Knowledge of SBA SOPs, program eligibility, credit criteria, and loan structure requirements.
• Knowledge of financial accounting theory and logic
• Proficient with all Microsoft Office programs – Excel, Word, OneNote, and Outlook
• Proficient with software programs (BOSS, RIMS, Cognos), applications, and applicable banking systems.
• Loan documentation experience – understanding required documentation depending on program type, loan structure, etc.
• Experience interacting directly with clients, lenders, and referral partners.
• Experience coaching, mentoring, and developing team members, including delivering training and supporting performance improvement.
• Demonstrated ability to lead through influence and serve as a subject matter expert within a team environment.
• Small Business Administration experience
• Financial Analysis experience
• Commercial underwriting
• Commercial cashflow experience

Qualifications

• Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.