SBA Sales Support Specialist

Overview

The SBA Sales Support Specialist role provides administrative, operational, and business development support to the SBA sales team. The role supports Business Development Officers, Relationship Managers, and referral partners by coordinating prospect intake, managing opportunity pipelines, collecting borrower documentation, maintaining CRM records, facilitating lender-match and referral activities, preparing loan packages, and ensuring opportunities progress efficiently through the SBA sales process.

The position serves as a developmental role designed to provide exposure to SBA lending, sales execution, borrower qualification, and relationship management, preparing high-performing individuals for future advancement into SBA Business Development Associate or Business Development Officer positions.

What You'll Do:

Lead Management & Opportunity Intake

• Create and maintain opportunities within Elevate and applicable CRM platforms. • Conduct preliminary prospect research and schedule borrower, banker, and referral partner meetings. • Maintain lead tracking and conversion reports and assist with lender-match follow-up.

Sales Support

• Support BDOs in managing daily sales activities and prospect pipelines. • Prepare meeting materials, prospect summaries, and timely follow-up. • Assist in branch and RM outreach campaigns.

Documentation & Package Development

• Assist in the collection of required financial and business documentation. • Maintain SBA document checklists and organized borrower files. • Review incoming documentation for completeness and coordinate missing items. • Assist with assembling initial submission packages.

Pipeline Administration

• Monitor pipeline aging and generate weekly pipeline reports. • Maintain accurate opportunity stages, outstanding items, and next actions. • Follow up with internal and external stakeholders regarding status updates.

Relationship Management Support

• Serve as a support contact for borrowers during the application and prescreen process. • Coordinate meetings between borrowers and SBA sales officers. • Maintain professional communication with clients and referral partners and escalate material issues to the assigned BDO.

Credit & Underwriting Support