SBA Finance Specialist

Job not on LinkedIn

🔥 18 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $82.1k - $172.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Bitly

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

☁️ SaaS

🏢 Enterprise

🛍️ eCommerce

SaaS • Enterprise • eCommerce

Bitly is a comprehensive digital platform that specializes in URL shortening and QR Code generation to optimize brand engagement and customer connections. With customizable short links, dynamic QR Code solutions, and mobile-friendly landing pages, Bitly enables businesses to easily manage and analyze their digital interactions. Their platform integrates with multiple services and supports industries including retail, consumer packaged goods, healthcare, financial services, and education, offering scalable solutions for businesses of all sizes. With over a decade of experience, Bitly connects millions globally by enhancing communication and interaction through advanced analytics and tracking tools.

📋 Description

• Achieve annualized loan production target while operating within the Bank's tolerance for each risk category; eligible products include SBA 7(a), SBA 504, USDA, and other conventional loans with government-guarantee components • Use the LOB playbook and consultative sales process to build a thorough customer profile, identify short- and long-term financial needs, and cross-sell other Bank products • Maintain an in-depth knowledge of products/services and recommend appropriate solutions using our value proposition • Articulate the advantages of obtaining financing through a technology-enabled, industry-specific lender to doctors and referral sources • Prospect to business customers and set appointments for periodic financial reviews, including outbound calls to your book of business • Build trusted relationships with One Bank partners to enable customer referrals and provide timely and holistic financial solutions, along with governmental and community agencies by acting as a liaison to promote the Bank’s alternative lending products • Participate in the origination, closing, packaging, servicing, and, as necessary, the liquidation of SBA loans to conform with U.S. Small Business Administration SOPs and the Bank's policies and regulatory compliance • Balance risk and return, measured by any charge-offs that result in loss of income within the first 12 months; actively engage in credit and risk management policy and processes, including servicing and liquidation requests as needed

🎯 Requirements

• Bachelor's degree in marketing, finance, or related business field, or four (4) years of related experience • Minimum five (5) years of commercial banking experience, or five (5) years of sales and underwriting experience • Extensive knowledge of U.S. Small Business Administration loan programs and other federal, state, and municipal alternative lending products • Proven track record of self-motivated success in external sales/sourcing and the creation of new sales relations • Ability to analyze complex financial data to make sound credit decisions • Demonstrated strong verbal and written communication skills, along with excellent presentation and interpersonal skills • Proficiency in all Microsoft Office software applications

🏖️ Benefits

• Comprehensive benefits programs • Differentiated compensation offerings • Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development opportunities • Incentive compensation plan