SBA Business Development Associate at Arizona Financial Credit Union

Phoenix, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Sep, 26

Salary

0.0

Posted On

30 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Relationship Management, SBA 7(a), SBA 504, Commercial Lending, Loan Origination, Pipeline Management, Cold Calling, Client Onboarding, Microsoft Office, Financial Analysis, Cross-selling

Industry

Banking

Description

Description Job Summary Overview The position is responsible for supporting business development and relationship management activities related to SBA 7(a), SBA 504, and commercial lending products. Loan types may include owner-occupied commercial real estate, construction loans, business acquisition financing, and lines of credit. The position assists with prospecting, pipeline management, client onboarding, and loan origination support while working closely with Business Development Officers, Credit Analysts, and Operations to ensure timely and efficient loan processing and servicing. Essential Job Functions Supports the solicitation and servicing of SBA and commercial loan relationships. Assists with gathering, reviewing, and organizing loan application documentation. Pre-screens prospective borrowers and loan requests for general eligibility and completeness. Maintains and tracks loan pipelines, borrower communications, and follow-up activities. Coordinates with loan officers, analysts, and support staff throughout the origination process. Assists in ordering third-party reports such as appraisals, environmental reviews, and title work as required. Supports portfolio monitoring by tracking customer changes, renewals, and reporting needs. Cross-sells banking products and services to support full relationship development. Conducts outbound cold calls and managing inbound calls to prospects and existing members as part of ongoing relationship management. Assists in preparing materials for loan presentations, approvals, and closings. Represents the credit union professionally in client meetings, networking events, and community outreach activities as needed. Requirements Position Required Qualifications Minimum Education and Experience High School diploma or GED. Minimum of one (1) year experience in business development, outbound focused sales / lead generation, commercial banking, lending support, or a related financial services role. Proven ability to make outbound cold calls through phone calls, in person marketing or email campaigns. Knowledge, Skills, and Abilities Strong organizational, communication, and relationship-building skills. Proficiency in Microsoft Office is required; familiarity with JHA or similar core banking systems is preferred. Licenses, Training, and Certifications Required None. Preferred Qualifications Experience supporting SBA lending or commercial loan origination. Bachelor’s degree in business, Finance, Economics, or a related field. Hybrid Work Environment and Physical Demands Occasional lifting, 25 pounds or less. Sitting and standing for extended periods of time. Working on a computer for extended periods of time. NOTE: The job description is intended to be generic in nature. It is not an exhaustive list of all duties and responsibilities. Requirements listed in the above qualifications and physical requirements are representative of the knowledge, skill, abilities, physical demands, or work environment required or encountered that must be met by an employee to successfully perform each duty and each function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Employees who work from home must have business operational internet to complete work tasks and communicate via video call or chat messaging systems in a dedicated workspace.

Responsibilities

Supports business development and relationship management for SBA and commercial lending products. Assists with loan application documentation, prospecting, and coordinating the origination process with credit analysts and operations.