Coordinates SBA 7(a) and 504 loan applications from initial assessment through complete submission. Gathers borrower information, validates documentation, runs credit and compliance reports, addresses credit issues, supports loan summaries, tracks multiple applications, communicates across teams, and maintains compliance with banking regulations and internal procedures.
Job Description:
The SBA Business Development Associate will work closely with SBA Management and BDO's to effectively develop and onboard new loan opportunities in the SBA 7a and 504 loan programs. Must be able to coordinate SBA loan applications and provide the SBA credit department with complete packages.
Main Job Tasks and Responsibilities:
- Work within our processing system SPARK to gather a list of items needed to complete an assessment of the credit worthiness and SBA eligibility of the loan request.
- Responsible for working with the BDO’s to ensure information is obtained/received for a complete loan submission.
- Run required reports for loan submission. Credit, CAIVRS, OFAC, Clear.
- Validate Submission Checklist for borrower folder contents and certify all items have been received.
- Responsible for addressing all obvious credit issues in the file and assisting the BDO in the preparation of the Loan Summary to ensure it accurately represents the business and the requested loan.
- Responsible for submitting a complete and accurate loan application package for review to the SBA Production Specialist.
- Facilitate transfer of information (written and verbal) between multiple groups, keeping track of items received and those still needed.
- Oversee multiple transactions concurrently to ensure all active loan applications are moving forward and current status is reported on the Pipeline Report.
- Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.
- Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.
Education and Experience:
- Minimum of three years of customer service experience or relevant work experience in the financial services.
- Microsoft Office suite required- Strong Excel skills.
Key Competencies:
- Must possess accurate keyboard, spelling and grammar skills as well as superior written and oral communication skills.
- Must possess the ability to set priorities, manage tasks and meet.
- Must be willing and capable of defining problems and taking initiative to propose practical.
- Some travel may be required on an as needed basis to attend training and conferences.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Evolve Bank & Trust Waltham, Massachusetts, USA Office
135 Beaver Street Suite 203, Waltham, United States, 02452
Similar Jobs
Fintech • Financial Services
Prospect previously approved and partially completed financing customers through phone, SMS, and email outreach. Assess business goals, present funding options, overcome objections, create urgency, and convert leads into completed applications. Maintain high-volume outbound activity, track pipeline and outcomes in Salesforce, meet revenue and KPI targets, and collaborate with sales, marketing, and product teams to improve funnel performance.
Top Skills:
DialpadSalesforceTableau
Fintech • Financial Services
Re-engage previously paid-in-full small-business clients and convert them into new funding opportunities through high-volume outbound calls, SMS, and email. Manage Salesforce lead queues, maintain accurate funnel records, meet activity and revenue quotas, analyze conversion performance, and collaborate with sales, processing, underwriting, collections, and accounting teams. The role also mentors junior representatives and pilots new dialer and AI documentation technologies.
Top Skills:
Ai LoggingAuto-DialerEmailSalesforceSms
Cloud • Information Technology • Security • Software • Cybersecurity
Own major Zscaler service incidents from declaration through resolution and post-mortem. Lead cross-functional incident bridges, coordinate engineering, product, support, and regional teams, provide customer and executive updates, author Root Cause Analysis reports, analyze incident trends, and drive preventative improvements. The role supports federal and commercial customers, includes global on-call rotations, and requires U.S. citizenship.
Top Skills:
Ai ToolsDnsFtpHttp/SSalesforce Service CloudSmtpSsl/TlsZscaler Client ConnectorZscaler ZdxZscaler ZiaZscaler Zpa
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
