SBA Business Development Associate

Job Summary

Supporting the National SBA sales team, the full-time remote SBA Business Development Associate will manage client outreach, qualify leads, prepare loan materials, and facilitate smooth progress through the loan pipeline.

Key responsibilities

• Manage inbound leads, conduct client intake, and maintain CRM records while coordinating communications with team members
• Assist in gathering and organizing documentation for SBA loan applications, ensuring compliance with SBA guidelines
• Conduct preliminary credit analysis and support the underwriting process by preparing loan packages and assessing eligibility

Required qualifications

• High School Diploma or equivalent; Bachelor's Degree in business, finance, or related field preferred
• 5 or more years of experience in sales support, lending support, or customer service
• 3 or more years of SBA lending support or underwriting experience preferred
• Proficient in Excel and familiar with financial spreading software
• Strong organizational skills and a proactive support mindset