SBA Business Development Officer

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.

LOCATION / REMOTE

Fully Remote

SALARY RANGE

Not Specified

QUALIFICATIONS

  • Strong knowledge of SBA eligibility, lending rules, regulations, and practices
  • Excellent communication skills (verbal and written)
  • Strong presentation skills
  • Proficiency in MS Excel and Word
  • Ability to work across different job levels
  • Detail-oriented with time management and organizational skills
  • Flexible and able to shift resources and priorities as needed
  • Minimum of 3-5 years of experience in SBA lending
  • Bachelor's degree in Business, Finance, or related field (Master’s preferred)

    • RESPONSiBILITIES

  • Facilitate routine business loan requests, from evaluation to closing
  • Develop contacts and leads for SBA loan financing
  • Perform ongoing portfolio management and loan collections
  • Expand relationships through cold calling and internal partnerships
  • Prepare loan packages, credit memos, and SBA documentation
  • Assist in community outreach and financial service initiatives
  • Conduct business process analysis and design new service products

    • company

    Truliant Federal Credit Union

    about the company

    Truliant Federal Credit Union is committed to putting members first by providing exceptional financial solutions. With core values centered on service, guidance, and community engagement, Truliant fosters a supportive work environment for its employees.

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