Position Summary
The SBA Business Development Officer Assistant supports the SBA lending production team by providing administrative, sales, and operational support to Business Development Officers (BDOs). This role helps drive new SBA loan originations by assisting with client outreach, managing prospect pipelines, coordinating loan application processes, and ensuring a high level of service for clients and referral partners.
The ideal candidate is detail-oriented, organized, proactive, and comfortable working in a fast-paced, sales-driven environment.
Key Responsibilities
Sales & Business Development Support
- Assist BDOs in developing and maintaining a strong pipeline of SBA lending opportunities
- Conduct initial outreach to prospective clients and referral sources (calls, emails, follow-ups)
- Schedule meetings and assist with preparation of marketing materials and presentations
- Maintain CRM systems with accurate and up-to-date prospect and client information
- Research prospective borrowers, industries, and referral partners
Client & Loan Process Coordination
- Serve as a point of contact for clients during the pre-application and application stages
- Collect and organize required borrower documentation (financial statements, tax returns, etc.)
- Assist with completing SBA loan application packages for submission
- Coordinate communication between clients, BDOs, credit analysts, and loan processors
- Track loan status and ensure timely follow-up on outstanding items
Administrative & Operational Support
- Prepare reports on pipeline activity, referral partner performance, and loan production
- Assist with marketing campaigns, events, and outreach initiatives
- Maintain files and documentation in compliance with SBA and internal policies
- Support onboarding of new clients and referral partners
- Handle general administrative duties related to SBA production
Success Metrics / Performance Expectations
Performance in this role will be evaluated based on the following key metrics:
Pipeline & Sales Support
- Timely and accurate entry and maintenance of all prospects in CRM (target: 100% compliance)
- Number of qualified opportunities sourced or supported per month
- Responsiveness to inbound inquiries (target: same business day or
- Effectiveness in supporting BDO pipeline growth and meeting team production goals
Loan Process Efficiency
- Speed and completeness of document collection for loan applications
- Reduction in time from initial inquiry to completed application package
- Meeting internal milestones for application handoff to and throughout underwriting
Client & Partner Experience
- Timeliness and professionalism of communication with borrowers and referral partners
- Client satisfaction and feedback
- Ability to proactively follow up and keep deals progressing without delays
Accuracy & Compliance
- Accuracy of data entered into systems and loan files
- Adherence to SBA guidelines and internal credit/operational procedures
- Minimal errors in documentation and file preparation
Operational Productivity
- Ability to manage volume of active deals and competing deadlines
- On-time completion of assigned administrative and reporting tasks
- Contribution to team efficiency and process improvements