Business Services & SBA Lending Manager
Company: KEMBA Financial Credit Union
Location: Columbus
Posted on: April 20, 2024
Job Description:
Title: Business Services and SBA Lending Manager
Reports to: Chief Sales Officer
Supervises: Commercial Business Development Officers
Status: Exempt
Objective
The Business Services Origination Manager will lead our commercial
services business development team to drive growth through a
holistic relationship management approach which provides excellent
service and relevant and beneficial solutions for members and
potential members. Products will include commercial loans, SBA
loans, deposits, treasury management, and other possible ancillary
products. This manager will oversee a team of Commercial Business
Development Officers (CBDOs). This role must also maintain a solid
knowledge and understanding of our current business banking
products and systems while training and coaching staff on those
items.
Duties and Responsibilities
- Provide leadership and direction to coach performance to
achieve established results in production goals and service
standards
- Manage a commercial business development team, which includes
recruiting, training, developing, and coaching. Motivate and lead
the team to achieve production goals
- Ensure department employees are providing responsive and
professional service
- Handle internal member questions, inquiries, and complaints as
requested
- Work with internal stakeholders to manage, monitor, and measure
department processes and procedures to maximize efficiency while
supporting the credit union's financial goals and the borrower's
best interest
- Develop & implement strategies to improve service and quality
of work
- Develop relationships with industry professionals to grow and
maintain a referral network.
- Coach the team to grow and maintain their own
relationships
- Responsible for the team's product knowledge and continued
education
- Leverage resources to monitor the performance of the team,
identify patterns and trends causing issues, and work towards
business solutions. Recommend new and more efficient processes to
improve turn times and quality of work
- Act as a liaison between the sales team and the operations
team, internal or external
- Act as a marketing lead for the team and consult on marketing
strategies.
- Support and participate in department and credit union projects
and initiatives
- Communicate with Senior Management on business needs and
issues
- Lead department and team meetings
- Develops a working knowledge of Credit Union's systems
- Conducts performance appraisals
- Formulates and implements corrective action when
appropriate
- Sets individual goals with staff members to assist them in
achieving their full potential; ensures that staff meets stated
goals and coaches underperforming staff members to improve
performance
- Recommends promotions, transfers, terminations and/or other
changes of status of loan department staff
- Leads staff meetings on a regular basis and informs personnel
of policy and procedure changes. Discusses, directs, and monitors
areas needing improvement
- Promotes culture of personal and professional development and
learning for associates
- Performs other duties as required by Credit Union
management
- Develops an understanding of Credit Union history, philosophy,
organization, policies, and operational procedures
- On a self-directed basis, continues to improve individual level
of competency through training and certification on established
educational programs
- Must be able to relate to other people beyond giving and
receiving instructions:
- Can get along with coworkers or peers without exhibiting
behavioral extremes
- Perform work activities requiring negotiating, instructing,
supervising, persuading, or speaking with others
- Respond appropriately to feedback from a supervisor
Required Qualifications
- 5+ years of experience in business loan and/or product
sales
- 2+ years of experience as a sales manager within the financial
industry
- A Bachelor's degree or equivalent work experience is
preferred
- Ability to successfully manage and coach a team across remote
and in-person settings
- Strong written and verbal communication skills
Physical Demands
The physical demands described here are representative of those
that must be met by an employee to successfully perform the
essential functions of the job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions.
While performing the duties of the job, the employee is regularly
required to sit; use hands to manipulate, handle, feel and talk or
hear. The employee is frequently required to reach with hands and
arms. The employee is occasionally required to stand and walk. The
employee must occasionally lift and/or move up to 15 pounds.
Specific vision abilities required by this job include close
vision, distance vision and ability to adjust focus.
PI6fb528537629-31181-33552843
Keywords: KEMBA Financial Credit Union, Columbus , Business Services & SBA Lending Manager, Executive , Columbus, Ohio
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