Business Banking Associate at EverBank NA

Roseville, California, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

0.0

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Credit management, Loan servicing, Financial analysis, Business development, Credit origination, Risk management, KYC, AML, Client relations, Portfolio monitoring, Underwriting, Documentation, Sales support, Cash management, Compliance, Communication

Industry

Banking

Description

Business Banking Associate The Business Banking Associate (BBA) is an integral member of the client-facing team and acts as the primary liaison with the client, client team, and other business partners. The BBA is responsible for supporting the end-to-end credit management process for the assigned producers and assisting the client-facing team with business development, marketing, fulfillment, and implementation support. Key Responsibilities and Duties * Facilitates credit originations, approvals, documentation, bookings, fee collections, and renewals. Responsibilities also include monitoring credit compliance, resolving documentation, collateral, and past-due exceptions, ensuring credit quality and data integrity. * Proactively ensures client satisfaction throughout the credit management process, including credit servicing problem resolution. Ensures timely follow-up of loan monitoring activity to facilitate a sound credit portfolio. * Supports sales efforts. by calling on clients, prospects, referral sources, and centers-of-influence to develop new business sales, expand client base, and create a network of prospects from center of influence clients. * Supports outside sales focus, including demand deposit/operating accounts, cash management and other payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, and various other business banking products and services. * Analyzes business financial data and submits complete credit packages for underwriting. Completes site inspections and confirm inventory levels appear to support business operations. * Responsible for ensuring clients and prospects are satisfied with their experience. Responsible for the effective on-boarding of the client to the bank, implementation of the products and services, and that on-going servicing expectations are met. * Ensures adherence to policies related to credit and compliance: Know Your Customer (KYC), Anti-Money Laundering (AML), compliance testing, Risk Management support, due diligence requirements, risk grading, and Basel II & Basel III compliance. * Maintains covenant compliance and obtains updated financial information on the existing loan portfolio; documents and maintains risk-based discussions with borrowers. Recognizes unfavorable trends and makes appropriate recommendations to the business credit center. Manages the pipeline of active and viable leads, including determining which prospects to call on, and the priority and scheduling of calls. Minimum Qualifications * 3+ years of experience in business loan servicing and support * Strong written and verbal communication skills * Exceptional attention to detail Preferred Qualifications * 5+ years of experience in business loan servicing and support * Thorough knowledge of SBA lending process * Prior experience working with sales teams * Ability to multi-task and prioritize assignments * Strong organizational skills Educational Requirements * University (Degree) Preferred Role Specific Work Experience * 3+ Years Required; 5+ Years Preferred Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Posting end date: 5/3/2026

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Responsibilities

The Business Banking Associate supports the end-to-end credit management process, including originations, documentation, and monitoring credit compliance. They also assist the client-facing team with business development, marketing, and ensuring high levels of client satisfaction throughout the onboarding and servicing lifecycle.