Manager SBA Sales (Arizona)

Mountain America Credit Union

6d•Remote

About The Position

The Manager of SBA Sales is a forward-thinking role responsible that supports the growth and development of SBA loan officers and the SBA loan portfolio. This role is an ambassador in representing the credit union as a leader locally and nationally in SBA lending. This role is responsible for educating and developing a team of loan officers in loan prospecting, community participation, and offering solutions to meet the needs of small businesses. This role should demonstrate a strategic mindset, strong leadership and communication skills, considerable knowledge of SBA and commercial lending loan structure, credit and underwriting, regulation as it related to commercial lending, and a passion for SBA lending and the credit union industry.

Requirements

Five to eight years of similar or related experience.
Four-year college degree or equivalent

Responsibilities

Provides leadership to SBA loan officers.
Coaches, educates, develops, and evaluates loan officers for understanding of all products offered by the SBA team and their guidelines.
Coaches employees immediately when feedback is needed for improved job performance, including written performance improvement plans.
Assists loan officers in developing market share growth strategies, which include marketing and working with brokers, realtors, financial planners, CPAs, builders, attorneys, closing agents, etc.
Responsible to oversee loan request pre-flight conversations to ensure timely and efficient evaluation and determine viability of loan requests
Evaluates goals and IDP’s for each loan officer and their progress towards those goals and development plans.
Organizes regular sales meetings that measures and communicates successes and recognizes and rewards those successes.
Works with SBA team members to facilitate meetings making sure the team is fully trained on all products and making sure updated information is communicated to all in a timely manner.
Develops a consistent plan to convert leads to loans. (e.g.: strive to return calls within 4 hours, always the same day. All correspondence whether email or telephone should state why MACU is a good value and ask for their business.)
Establishes loan and referral goal and tracks results.
Creates and maintains monthly reports to grade loan officer productivity levels.
Works closely with other on the SBA team to help ensure approvals, denials and closings are being done timely.
Produces and updates periodically incentive plans for loan officers.
Reviews and calculates loan officer incentives in a timely manner. This includes the hold back portion of the incentive at year end, adjusting for any deductions.
Maintains employee personnel files and conducts performance evaluations no less than quarterly. Provide written and verbal feedback when appropriate.
Resolves all member loan problems and/or complaints in a timely and professional manner.
Acts as a resource to other team members and other credit union teams, maintaining working knowledge of complementary products for cross-selling opportunities
Develops and maintains networking relationships in the SBA and commercial lending communities within the credit union footprint
Contributes to the SBA and Business Lending leadership teams in strategic planning and execution.
Performs other duties as assigned