AVP SBL Sales Associate

Job Location US-FL-Orlando | US-NC-Morrisville | US-Remote
Regular Full-Time


This is a remote position and can be located anywhere in the U.S.A. The requested location is within the State of Florida or North Carolina. All Locations will be considered.


Support the small business lending sales team by performing a variety of activities to grow the SBA loan portfolio.


Essential Functions

  1. Acts as the internal point person for assigned SBA Business Development Officer(s), handling existing client and prospect questions and ensuring that all direct sales-related support is provided in a timely and efficient manner.
  2. Works closely with the assigned Business Development team to strategically manage product growth within the assigned territory. Cold call and screen prospects within the territory assessing interest in company products, increasing brand penetration and generating meetings for assigned SBA Business Development Officer(s).
  3. Acts as the internal sales desk and subject matter expert during the sales process. Explain SBA products and requirements in depth to ensure potential clients understand the loan application, loan documentation, credit review and approval processes for SBA loan products.
  4. Attends client conference calls with assigned Business Development Officer(s) and ensure follow up, outstanding items and materials are provided promptly.
  5. Works with assigned SBA Business Development Officer(s) and the department leadership team to prepare, design and implement marketing campaigns within the assigned territory.
  6. Researches territory identifies opportunities and prospects for new business and make recommendations to leadership for planning campaigns to increase product penetration and name recognition.
  7. Manages assigned territory leads and accounts within the systems. Update data within the system to assure leads are accurate and qualified.
  8. Manages territory pipeline. Updates all sales activity within the territory to assure quarterly activity quotas are met.
  9. Provides suggestions and recommendation on sales ideas, sales activities, and related tasks and coordinate execution of approved concepts.
  10. Works with others as needed to manage win-win solutions for the clients on process as well as credit and related issues associated with the client accounts and loan process.
  11. Performs other duties as assigned.


Education/Experience Requirements

  • Undergraduate degree in a related field or an equivalent combination of training and experience.
  • One year related SBA or sales support experience.

Preferred Requirements

  • Strong working knowledge of SBA loan products.
  • Excellent verbal, written, and interpersonal communication skills.
  • Team player able to work effectively in a team fostered, multi-tasking environment.
  • Proficient in Microsoft Office suite, e.g. Excel, PowerPoint, Word, Outlook.
  • Position is required to travel.

Employment with The Bancorp includes successfully passing a background check including credit, criminal, OFAC, education and past employment.


The Bancorp is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.


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