- Field
- Wealth management and banking
- Location
- San Francisco, CA
- Work model
- Onsite
- Level
- Manager
- Pay
- $85k to $130k
What you would own
- Generate new SBA loan opportunities through prospecting, networking, referrals, and relationship development.
- Develop and manage relationships with business owners and commercial clients.
- Analyze borrower financial statements, cash flow, credit history, and overall creditworthiness.
- Structure and recommend SBA loan opportunities for approval.
- Prepare and present loan requests to the appropriate credit or loan committee.
- Manage and grow an existing portfolio of business relationships.
- Develop additional deposits, cash management, and business banking opportunities.
- Cross-sell appropriate banking products and services.
- Maintain accurate credit, loan, and portfolio documentation.
- Partner with internal lending and operations teams to provide excellent client service.
Everything above is the hiring company’s own words, with the company name taken out. The name, the team, and the interview steps come with the first conversation.