What are the responsibilities and job description for the SBA Sr. Sales Analyst position at Community Bank & Trust Co?
Position Summary : This SBA Senior Sales Analyst is primarily responsible for acting in a sales capacity. This position works directly with the SBA outside BDO sales team and SBA applicants / borrowers. The function is to gather and package SBA loan files in accordance with the SBA SOP guidelines and the Banks lending policies.Job Duties / Responsibilities : SBA sales loan packagingWork directly with the SBA BDO team and applicants to help collect the necessary application forms and related borrower loan application items per the loan application checklist.Inbounds, maintains and verifies applications for accuracy, SBA SOP eligibility and completeness.Complete SBA Sales BDO Loan Summaries to include cash flow analysis, collateral grids, proposed eligible use of proceeds and borrower qualifications.Maintains a work area that ensures the safety and confidentiality of all customer records and transactions.Understands and complies with Bank Secrecy Act and Anti-Money Laundering Policies and Procedures as appropriate.Confidently embody the values of CBT.Represent Community Bank and Trust - West Georgia in the community and nationally at all events as appropriate.Perform all other sales and client communication duties as assigned.Perform other related duties as assignedRequired Skills / Abilities : Ability to communicate effectively in writing and verbally with the highest level client and team communication.Demonstrated excellence in working with peer teams and client experience across organizations.Proficiency in using Microsoft Office Suite and banking software programs and platforms.Education and Experience : 5 years direct SBA experience at a high volume top ranked national SBA Bank or Non-Bank Lender.College diploma or equivalent direct work experience.Physical Demands and Work Environment : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities
