SBA Business Development Officer

Job Description:

The SBA Business Development Officer (BDO) will work closely with the National Sales Manager and SBA Loan Coordinator to effectively develop and process SBA 7a, 504 and USDA loan opportunities in their respective markets. The BDO would take and process SBA 7a, 504 and USDA loan applications from various referral sources and direct prospects and manage deals through the credit and closing process. Must be able to coordinate SBA loan applications and provide the SBA credit department with complete packages. Knowledge of the credit, packaging and closing process and procedures is necessary to effectively manage deal flow.

Main Job Tasks and Responsibilities:

• Work with referral sources and direct prospects to identify, qualify and package SBA & USDA loans.


• Have working knowledge of SBA underwriting criteria.


• Effectively manage identified deals from the field to Denver operations center.


• Exhibit ability to provide complete loan packages to Evolve SBA Credit or Secondary Market credit underwriters.


• Assist Evolve SBA Closers or Secondary Market closers with loans funded by investors and/or interim loan closings.


• Develop and manage loan referrals from qualified mortgage and business brokers.


• Pre-qualify, propose, package and assist credit and closing with 7a & 504 loan packages from mortgage and business brokers.


• Be able to multitask and meet critical deadlines.


• Keep management informed of current activities and significant issues.


• Ensure work area is clean, secure and well maintained. 

Education and Experience:

• Minimum 5 years of SBA experience.


• Knowledge of SBA underwriting, financial analysis and SBA regulations.

Key Competencies:

• Skilled with Microsoft Word, Excel, Outlook and related software applications.


• Good verbal and written communication skills.


• Well organized; ability to multitask; attention to detail.


• Ability to prioritize and work well under pressure.


• Must be able to work in a team environment and adapt to change.


• Ability to manage multiple projects and deadlines simultaneously in a fast-paced environment, high production, professional environment.