SBA Sales Support Specialist

The SBA Sales Support Specialist provides administrative, operational, and business development support to the SBA sales team. The role supports Business Development Officers, Relationship Managers, and referral partners by coordinating prospect intake, managing opportunity pipelines, collecting borrower documentation, maintaining CRM records, facilitating lender-match and referral activities, preparing loan packages, and ensuring opportunities progress efficiently through the SBA sales process.

The position serves as a developmental role designed to provide exposure to SBA lending, sales execution, borrower qualification, and relationship management, providing opportunities to develop knowledge and experience relevant to SBA business development roles.

What You'll Do:

Create and maintain opportunities within Elevate and applicable CRM platforms.
• Conduct preliminary prospect research and schedule borrower, banker, and referral partner meetings.
• Maintain lead tracking and conversion reports and assist with lender-match follow-up.

• Support BDOs in managing daily sales activities and prospect pipelines.
• Prepare meeting materials, prospect summaries, and timely follow-up.
• Assist in branch and RM outreach campaigns.

• Assist in the collection of required financial and business documentation.
• Maintain SBA document checklists and organized borrower files.
• Review incoming documentation for completeness and coordinate missing items.
• Assist with assembling initial submission packages.

• Monitor pipeline aging and generate weekly pipeline reports.
• Maintain accurate opportunity stages, outstanding items, and next actions.
• Follow up with internal and external stakeholders regarding status updates.

• Serve as a support contact for borrowers during the application and prescreen process.
• Coordinate meetings between borrowers and SBA sales officers.
• Maintain professional communication with clients and referral partners and escalate material issues to the assigned BDO.

• Prepare document packages for underwriting submission.
• Track underwriting requests and outstanding items.
• Coordinate information gathering between borrowers and underwriting partners.
• Maintain underwriting checklists and status logs.

KYC & Regulatory Support

• Collect and review customer identification, beneficial ownership, and KYC documentation for completeness.
• Coordinate KYC, CIP, EDD, OFAC, and related information requests.
• Track outstanding KYC requirements.
• Maintain supporting documentation and escalate unresolved discrepancies or regulatory concerns to the appropriate parties.

• 2-4 years of banking, financial services, sales support, loan processing, customer service, or related experience.
• Knowledge of banking, financial services, sales support, loan processing, or related processes.
• Knowledge of CRM and pipeline management systems.
• Strong organizational and follow\-up skills.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and ability to work within CRM and workflow systems.
• Ability to manage multiple projects simultaneously.
• Ability to coordinate documentation, follow\-up, and information across multiple internal and external stakeholders.

• High School Diploma or GED equivalent;, or an equivalent combination of education and relevant professional experience, may be considered.

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information.

Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.