SBA Relationship Liaison

15 hours, 2 minutes ago
Full-time
Senior
Customer and Technical Support
Capital Bank

Capital Bank

Capital Bank provides a range of financial services, including checking and savings accounts, loans, and cash management, with a focus on relationship banking to support the diverse needs of business owners in the greater Washington, D.C. metropolitan ...

Banks
51-250
Founded 1999
$18M raised

Description

  • Support commercial banking teams in maintaining and managing assigned portfolios.
  • Coordinate transactions with customers, prospects, consultants, attorneys, engineers, appraisers, inspectors, and environmental firms.
  • Collect required documents for customer requests and support credit packages through the Loan Operating System (LOS).
  • Participate in sales meetings and customer appointments as needed.
  • Serve as a direct client contact from loan closings through information coordination.
  • Collaborate with internal departments and external vendors to maintain transaction integrity and client satisfaction.
  • Ensure required documentation is collected, organized, and maintained.
  • Identify, research, and resolve customer issues.

Requirements

  • Bachelor’s degree in a relevant field or equivalent work experience.
  • 5+ years of experience managing portfolios of approximately $100 million or greater.
  • Successful experience in banking, including branch, sales, or customer-facing roles.
  • Knowledge of banking terminology and products related to SBA lending.
  • Experience with core banking systems; Fiserv and Abrigo experience preferred.
  • Strong problem-solving and customer service skills.
  • Strong written and verbal communication skills.
  • Strong organizational skills, prioritization abilities, and attention to deadlines.
  • Proficiency with Microsoft Office.
  • Ability to travel within a defined market area and reside in MD, DC, VA, PA, DE, IN, IL, SC, NC, or FL.

Benefits

  • $75,000–$95,000 annual base salary.
  • Annual target bonus based on individual performance.
  • 100% remote work arrangement.
  • Medical, dental, vision, company-paid life insurance, and disability insurance.
  • Company 401(k) contributions regardless of employee contribution.
  • Paid parental leave, tuition reimbursement, leadership programs, and employee recognition programs.
  • Generous paid time off, paid holidays, and paid charity hours.

Interested in this position?

Apply directly on the company website

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