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Summit State Bank · 1 month ago

SBL REGIONAL SALES MANAGER - SOUTHERN CALIFORNIA

Santa Rosa, CA

Full-time

Onsite

Senior Level, Lead/Staff

$140K/yr - $170K/yr

10+ years exp

Summit State Bank is an award-winning Community Bank whose core values are based on making a positive impact on our employees, customers, and the communities we serve. They are looking for an SBL Regional Sales Manager to manage a regional team of SBA loan officers, develop their goals, and engage with clients to meet their needs while ensuring compliance with loan underwriting standards.

Financial Services

Diversity & Inclusion

Responsibilities

Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients requiring extensive automobile travel

Manages quality control within the region and ensures loans files are complete with no material pre-screening errors

Supervises the review loan submissions for compliance with SSB loan underwriting standards. Identifies areas of weakness and provides training to the loan origination teams to eliminate misrepresentations in the market and inefficiencies for the bank

Communicates effectively with senior management along with designated personnel to assure quarterly funding and quality control objectives are satisfied

Calls and visits target customers and referral sources to promote and sell establishment products and services

Promotes and cross-sells other establishment products and services as appropriate to customer requirements, such as business and personal depository services

Compiles and analyzes market research data in order to develop or increase the competitiveness of current product and services offering

Identifies and analyzes potential loan markets to develop prospects for establishment product and services offerings

Provides loan data to support marketing and sales promotion programs

May be asked to provide secondary support for various portfolio management, loan servicing and liquidation activities

Works to foster new and expand existing customer relationships through cross-selling products and services

Develops and maintains a referral source database for both local and the bank overall SBA marketing purposes

Maintains and applies a thorough understanding of the bank’s credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages

Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area

Provide guidance and training to staff

Actively participate in recruiting efforts for the region

Ensure adequate cross-training and coverage

Promote high morale and dedication to one’s work among staff, and low absenteeism

Conduct employee performance evaluations

With the concurrence of the HR Director, implement corrective action plans, as needed

Qualification

SBA loan expertiseSales managementMarket analysisCustomer relationship managementLoan underwriting knowledgeTrainingDevelopmentNetworking skillsCross-sellingTeam leadership

Required

Bachelor's degree (B. A.) from four-year college or university; or ten years' experience and/or training; or equivalent combination of education and experience