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SBA Specialist
A company is looking for an SBA Specialist to facilitate the SBA loan process for small business owners. Key Responsibilities Serve as the primary point of contact for borrowers, providing updates and answering loan-related questions Ensure borrowers complete requested documentation and assist in gathering and submitting required SBA loan documents Track and manage all assigned deals through to completion using the CRM, while maintaining clear and accurate notes Required Qualifications Experience in lending, banking, or financial services (SBA lending experience preferred but not required) Strong relationship management skills with the ability to build trust and keep borrowers engaged Quota-driven mindset, comfortable working in a sales-influenced role with performance targets Proficiency in CRM software (Salesforce, HubSpot, or similar) Highly organized and able to manage multiple deals at various stages
A company is looking for an SBA Specialist to facilitate the SBA loan process for small business owners.
Key Responsibilities
Serve as the primary point of contact for borrowers, providing updates and answering loan-related questions
Ensure borrowers complete requested documentation and assist in gathering and submitting required SBA loan documents
Track and manage all assigned deals through to completion using the CRM, while maintaining clear and accurate notes
Required Qualifications
Experience in lending, banking, or financial services (SBA lending experience preferred but not required)
Strong relationship management skills with the ability to build trust and keep borrowers engaged
Quota-driven mindset, comfortable working in a sales-influenced role with performance targets
Proficiency in CRM software (Salesforce, HubSpot, or similar)
Highly organized and able to manage multiple deals at various stages