The SBA Underwriter is responsible for fulfilling the credit administration function for Truliant’s SBA lending group. This includes underwriting SBA and traditional commercial loan requests, ensuring program eligibility and accuracy, and preparing loan packages for approval.

The SBA Business Development Officer is responsible for delivering the Credit Union’s business products and services to existing and new Credit Union members, with a focus on Truliant’s Small Business Administration (SBA) program. The role involves generating financing opportunities for working capital, business acquisition, and debt refinancing while utilizing government-supported programs.

The SBA Portfolio Manager effectively manages a loan portfolio and engages with internal business partners to identify, solicit, and close cross-selling opportunities. This role involves developing and maintaining long-term business relationships with clients while ensuring compliance with SBA eligibility requirements.

Assists Business Development Officers in analysis of loan/financial information for government guaranteed loans, completion of loan packages, and presentation of loans for approval and/or committee presentation.