SBA Sales Specialist, Intake

About the Position:

As the SBA Sales Specialist, Intake, you will work closely with the assigned Business Development Officer (BDO) and clients to effectively develop and onboard new loan opportunities. With an emphasis in performing the initial intake function, you will assist new customers with initial application requirements while ensuring eligibility requirements align with SBA guidelines.

What You Will Do:

• Partner with an assigned SBA BDO team to collect application items and construct submission packages for SBA Operations
• Work with assigned SBA BDO team to identify and qualify SBA loan opportunities to ensure they meet the SBA guidelines
• Capital access (E-Tran) to obtain Small Business Scoring Service (SBSS) scores for loan under $500,000 in size
• Apply knowledge of SBA Standard Operating Procedures (SOP) to evaluate loan
  applications for accuracy, completeness, and eligibility
• Aide in the assembly of complete and accurate loan package to underwriting, including all required documents in accordance with policies and procedures
• Manage various processes, including but not limited to the following: flood certifications, business and personal credit reports, 8821 Tax Transcripts, and obtain pertinent due diligence documentation
• Perform daily review of the good faith deposit report and respond to SBA Servicing and Accounting teams accordingly
• Apply ethical principles and standards to accomplishing work and remain current on organizational policies and procedures
• Foster new and expand existing customer relationships through cross-selling products
  and services such as lines of credit, checking accounts and more as applicable
• Assist in business development at the direction of the BDO, such as:
  • Contacting existing client base to review current relationships or to seek referrals
  • Attending trade shows to network and promote First Internet Bank’s products
• Perform administrative support duties to assist the BDO, such as:
  • Meeting and conference planning and travel arrangements as needed
  • Preparing proposals, reviews, and routine correspondence
  • Answering phones and returning messages for assigned BDO
• Perform other duties as assigned

What We’re Looking For:

• Previous experience with processing or closing consumer, mortgage or commercial loans
• Previous SBA Loan experience in a closing, processing or packaging role is highly preferred
• Understanding and previous experience with the SBA Standard Operating Procedure (SOP) highly preferred
• Excellent computer skills, including navigating new systems and an understanding of how various systems interact with each other
• Previous experience working with nCino highly preferred
• Excellent written and verbal communication skills
• Strong time management and organization skills

Working Conditions/Demands:

• Professional office setting.
• Primarily sedentary position requiring long periods of time working at a computer.
• Must be able to move throughout the office and buildings to obtain or relay information.
• Must be able to perform the essential functions of the position with or without reasonable accommodation.

Who Are We?

We’re not just another bank and we’re not looking for just another employee. Since 1999, First Internet Bank has been dedicated to finding a better way to bank and doing things that have never been done before. Yes, we really were the first state-charted, FDIC insured bank to operate entirely online and we have been leading the way ever since.

We seek the game changers, the innovators…those who challenge the status quo because change really is the only constant. Ready to join a team of imaginative, driven individuals like you? It’s your career, you deserve to imagine more. Keep reading, we think you will like you what see.

Why Join Us? 

Our success has been driven, in part, by four core competencies – customer focus, teamwork, adaptability and initiative. Collectively they define our actions and are at the heart of all we do.  As a result, we’ve been fortunate to have been named numerous times as an Indianapolis Star Top Workplace and one of the Best Banks to Work For! Headquartered in downtown Fishers, our newly-built, state-of-art 175,000 square foot facility headquarters was designed with our team in mind and features an 18,000 square foot open air deck named “The Backyard”, with fire pits, covered pergola, waterfall and foliage to create a momentary escape from the work day.  Beyond that, the onsite fitness center with the latest equipment and ergonomically-designed workstations help promote health and wellness.  Have we mentioned free snacks, soft drinks and beer available on tap?  Want more?  How about a flexible work schedule, unlimited volunteer time off and social events to bring us all together to have some more. Why just imagine more, take the “first” step and apply today.

Our benefits package includes the following and so much more:

• Medical Dental, Vision Insurance
• 401(k) Retirement Plan with Generous Match
• Tuition Reimbursement
• 3 Weeks Paid Vacation Plus Paid Holidays
• Paid Volunteer Time
• Business Apparel Allowance

Equal Opportunity Employer - Women, Minorities, Veterans and Individuals with Disabilities

If you are a California resident, you may be entitled to certain rights regarding your personal information. Additional information about our data collection practices and location specific notices is available on our privacy policy. Click here to read more.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c). Click here to read more.

Salary : $500,000