What are the responsibilities and job description for the SBA Relationship Liaison position at Capital Bank, N.A.?
About Us
Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
The SBA Relationship Liaison is responsible for supporting a team of assigned SBA Lenders to manage customer experience and expectations. The role is responsible for ensuring that the team can effectively manage customer implementations, problem resolution and customer service.
Position Responsibilities
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer
Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
The SBA Relationship Liaison is responsible for supporting a team of assigned SBA Lenders to manage customer experience and expectations. The role is responsible for ensuring that the team can effectively manage customer implementations, problem resolution and customer service.
Position Responsibilities
- Supports the Commercial Banking Team(s) in maintaining and managing their portfolios.
- Coordinates transactions with bank customers and prospects, third party consultants, such as project inspectors, appraisers, environmental firm staff, attorneys, and engineers.
- Responsible for assisting with the collection of all required documents related to a customer request and supporting credit packages via the Loan Operating System (LOS).
- Participates in sales meetings and appointments, as needed.
- Direct contact with clients ranging from closings to coordination of information.
- Collaborate closely with internal departments and outside vendors to ensure full cycle integrity and client satisfaction.
- Ensures all required documentation is collected and maintained as required.
- Works with outside vendors and professionals to remedy situations as needed.
- Generally stays informed about the legal, compliance, and market-risk-related issues.
- Bachelor's degree in relevant field or equivalent work experience.
- 5 years’ experience with portfolios approximately $100M or greater.
- Previous and successful experience in a Banking environment; branch, sales or customer facing roles.
- Knowledge of banking terminology and products specifically related to SBA.
- Prior experience with core banking systems, Fiserv and Abrigo preferred.
- Problem-solving skills and the ability to identify, research and resolve issues that arise with customers.
- Strong written and verbal communication skills.
- Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines.
- Demonstrated proficiency with Microsoft Office.
- Ability to travel within a defined market area.
- Base Salary Range: Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description.
- 100% remote role
- join a growing company with a culture that fosters an entrepreneurial spirit
- Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
- Company Contributions to your 401k - Regardless of your contribution
- Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
- Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer