SBA Business Development Officer

Orange County, CA | Direct Hire

Post Date: 09/19/17 Job ID: 17041001-FS Industry or Function: Banking Compensation: 70,000-95,000

JOB #: 17041001-FS

KEY WORDS: Banking, SBA, Small Business Banking, Sales, 7A loans, 504 loans,
Business Development Officer.

The Business Development Officer (BDO) is responsible for developing Commercial Real Estate Loan opportunities for a specific target market of small- to medium-size businesses and business professionals; providing a superior level of service; and ensuring compliance with Bank policies and procedures. The BDO attains established individual, department, and Bank goals through active participation in sales management and officer call programs. Solicits, negotiates, and coordinates or refers to appropriate bank personnel the closing of major and complex consumer, residential, equipment, SBA (7A & 504). commercial building and business loans in compliance with the Bank’s lending policies and procedures; develops business checking and deposit relationships with customers; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

Job Duties:
• Originate loans for the Bank & achieve individual loan production goals
• Implement effective marketing strategies to generate loan production
• Work closely with Bank clients to facilitate gathering necessary documentation
• Exhibit thorough understanding and application of the Bank’s loan production processes
• Refer deposit & non-SBU loan opportunities to Relationship Managers as opportunities arise
• Effectively communicate with supervisor regarding loan production issues
• Work efficiently within the Bank’s loan production processes & across departments
• Enable the Bank to achieve budgeted production and profitability targets

Salary Range and Bonus Potential:
• $70,000 - $95,000 per year

• Comprehensive Package

Job Requirements:
• Strong background and expertise in SBA 504, 7A, & conventional commercial real estate is required
• Proven track record of successful sales
• Bachelor’s degree (BA or equivalent) from a college or university plus four years related experience and/or training; or the equivalent combination of education and experience
• Work experience should consist of a financial analysis or lending background
• Experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas
• Strong organizational skills and the ability to prioritize and multi task are a must
• Being a team player is a must
• Self-motivated and ability to work with minimal supervision
• Ability to maintain professional poise at all times

Educational Requirements:
• Bachelor’s Degree


Michael Wilson
Director of Commercial Banking

I joined the TriStaff Group in November 2014 as the new Division Director of Banking when I relocated back to San Diego from Ontario, CA. I was hired to promote and expand the new Banking Division at TriStaff Group. Before joining the TriStaff team, I spent 10 years as Vice President, Talent Acquisition Manager for Citizens Business Bank in Ontario, CA, where I was responsible for all recruitment efforts of the bank. My Team and I focus on recruiting top-talent primarily in the Commercial Banking space for banks throughout California and nationwide. We specialize in placing Relationship Managers, Business Development Officers, Portfolio Managers, Business Bankers, Commercial Underwriters, Credit Analysts, Compliance & Risk Officers, Operations Managers, Regional Managers, Center Managers and Executive level professionals. We have placed many candidates with some of the top-rated banks in California and the nation. I’m excited to have the opportunity to build a Banking Division at TriStaff Group and to further promote the excellent reputation that TriStaff Group has in the market-place. I enjoy partnering with my clients to find top-talent to assist them in achieving their company goals, as well as helping a candidate enhance their career. I’m passionate about recruiting and building long-term relationships with clients and candidates. I was raised in Chula Vista where I attended Chula Vista High, Southwestern Junior College and San Diego State University. No matter where I have lived, I have always remained a loyal fan of the Chargers, Padres and Aztecs. I enjoy following the local sports teams, football, collecting sports memorabilia & art, gardening, traveling and enjoying the company of my pets.
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