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Business Development Associate - Trainee

Company: VelocitySBA
Location: Walnut Creek
Posted on: January 13, 2022

Job Description:

VelocitySBA is recruiting sales-minded motivated candidates who are interested in a career in SBA Finance and offering the opportunity to gain in-depth training and experience unavailable elsewhere. This is a unique program designed to quickly build the foundation for candidates to become successful SBA loan originators. As one of the top and fastest growing SBA lenders in the country, trainees will have the opportunity to work shoulder-to-shoulder with the most experienced SBA professionals in the industry.
Trainees will be guided through 3 months of an in-depth training curriculum that will include general SBA finance, cashflow analysis, the loan process and roles of those involved along with the best practices that have helped VelocitySBA become a leader in the industry. Three months of classroom coursework will be followed by 9 months of active involvement in the loan sales process, working closely with seasoned SBA business development officers and their clients.
After successful completion of the 12-month training program, you will graduate into a Business Development Associate (BDA) position and begin developing your own sales opportunities while continuing to gain on-the-job training and support senior Business Development Officers.

  • Identify, research & cold call prospective borrowers and potential loan referral sources
  • Assist in financial documentation collection from applicants and relevant parties
  • Review application packages for completeness
  • Review applicant financials to prepare prescreen cashflow analysis
  • Coordinate & Collaborate with internal VSBA associates and applicants to assist in efficient processing of loans
  • Participate in review of funded transactions to coordinate email marketing campaigns
  • Attend relevant business networking events to expand business referral network
    Knowledge & Skills
    • Sales-minded, enthusiastic Individual with an entrepreneurial spirit and lots of initiative
    • Ideal candidate can be counted on to exceed goals successfully and is consistently striving to be a top performer
    • Confidence in ability to cold call & sell financing solutions
    • Professional speaking and presentation skills
    • Ability to deliver on timelines and maintain discipline in work activities while working remotely
    • Strong organizational skills with the ability to maintain efficient workflow
    • Confidence in ability to work with numbers
    • Good judgment and problem-solving skills
    • Proven business writing skills
    • Proficient in MS Excel
    • 4-year college degree - Finance, Accounting or Business majors preferred
    • Familiarity with accounting concepts and reading financials is a plus
    • Adaptable & Flexible to Change
    • Willingness to learn and grow through making a commitment to the program
      Target start for this training program is January 2022.

Keywords: VelocitySBA, Walnut Creek , Business Development Associate - Trainee, Other , Walnut Creek, California

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