Business Development Officer - Direct Sales jobs in United States
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Celtic Bank · 1 month ago

Business Development Officer - Direct Sales

Celtic Bank is a leading nationwide lender specializing in various loan products, including SBA loans. They are seeking an SBA Business Development Officer to join their Direct Sales Team, focusing on originating SBA loans and cultivating direct relationships with borrowers.

BankingCrowdfundingFinancial ServicesReal Estate

Responsibilities

Originate SBA 7(a) and 504 loans
Work 100% warm leads
Develop and cultivate direct relationships with borrowers
Complete finance applications and loan structuring
Obtain customer-signed commitments after loan approval
Manage the borrower relationship from intake to closing
Recognize opportunities for scaling the borrower-direct sales effort
Achieve annual production goals
Become familiar with and versatile in Salesforce CRM

Qualification

SBA Standard Operating ProcedureSBA underwritingCreditSalesforce CRMLoan structuringSales automation technologyPipeline reportingCommunication skills

Required

Strong understanding of SBA Standard Operating Procedure
Demonstrable grasp of or experience in SBA underwriting and credit
Drive for learning new things and growing production
Strong phone and communication skills
Experience in or willingness to use CRM functions for daily and weekly pipeline reporting
Willingness to learn new things and leverage sales automation and marketing technology

Benefits

Aggressive financial incentives for performance
Medical, dental, vision
401(k) with employer match
Life and long-term disability coverage
HSA and FSA plans
Holidays and paid time off requests
Robust wellness program (we're talking catered meals three times a weeks, lunch and learns, and onsite gym.)

Company

Celtic Bank

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Celtic Bank provides residential mortgages, construction loans, SBA and USDA loans, SBA 7(a) loans, and secured business loans.

Funding

Current Stage
Growth Stage

Leadership Team

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Andrew Yenchik
Chief Technology Officer
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Jake Barney
CFO
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Company data provided by crunchbase