SBA Sr. Sales Analyst (Sales)

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 Bank's lending policies.
Job Duties/Responsibilities:

SBA sales loan packaging
Work 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 & 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 assigned

Required 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 to perform the functions.


While performing the duties of this position, the employee is regularly required to talk or hear. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision,
color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Onsite work environments are climate controlled. ____________________________________________________________________________
Note:
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee. They may change, or new ones may be assigned at any time with or without notice. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship.