Top 92 Sba associate Jobs in California

SBA Associate
City National Bank —Irvine, CA
- $78,970 - $126,140 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
SBA Business Development Associate
Columbia Banking System —Irvine, CA
- $65,519.70 - $100,000.00 a year
- Full-time
- Word processing
- Mid-level
- Office
- Disability insurance
- Health insurance
Finance Manager
Joseph Engineering —Santa Maria, CA
- $110,000 - $150,000 a year
- Full-time
- Spanish
- CPA
- Surgery
- Health insurance
- 401(k)
Quick Apply
Home Health RN
Providence at Home with Compassus —Eureka, CA
- $45.73 - $71.00 an hour
- Full-time
- Nursing
- RN License
- BLS Certification
- Health insurance
- Dental insurance
Quick Apply
Associate Director, East Bay Small Business Development Center
NorCal Small Business Development Center —Hayward, CA
- $95,000 - $125,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Google Workspace
- Management
- Health insurance
- Dental insurance
Quick Apply
12d
Independent Sales Associate
american funding association —Los Angeles, CA
- From $20 an hour
- Full-time
- Sales
- In-person
- 1 year
- Health insurance
Quick Apply
Gift & Estate Valuation Associate
WithumSmith+Brown —Irvine, CA
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Quick Apply
5d
Assistant Ammunition Manager - LOGSU-1
NEMEAN SOLUTIONS LLC —San Diego, CA
- Full-time
- Military
- Mid-level
- High school diploma or GED
Quick Apply
Requirements and Documentation Administrator
Boarhog LLC —San Diego, CA
- $117,500 - $127,500 a year
- Full-time
- English
- Office
- Senior level
- Health savings account
- Health insurance
Quick Apply
SBA Portfolio Analyst
East West Bank —San Marino, CA
- $20 - $28 an hour
- Full-time
- Office
- Finance
- Bachelor's degree
- Opportunities for advancement
Job Cost Bookkeeper/Accountant
Boarhog LLC —San Diego, CA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Health insurance
Quick Apply
Insurance Coordinator
Exchange Bank —Santa Rosa, CA
- $23.25 - $32.00 an hour
- Microsoft Excel
- Mid-level
- Office
Quick Apply
VP, SBA Manager
State Bank of India (California) —Los Angeles, CA
- $140,000 - $170,000 a year
- Full-time
- Bachelor of Science
- Research
- Office
Systems Engineer - System of Systems C2 Integration (Level III)
Boarhog LLC —San Diego, CA
- Full-time
- 7 years
- 21 years or older
- Senior level
- Health savings account
- Health insurance
Quick Apply
Engineering Technical Writer
Boarhog LLC —San Diego, CA
- Full-time
- Military
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Operations: Founding Operator - ONSITE
ABHITO LLC —San Francisco, CA
- Full-time
- Mid-level
- Office
- Bachelor's degree
14d
Office Coordinator
Weber and Company, Inc. —San Jose, CA
- $24 - $26 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
SVP, SBA Business Development Officer
Enterprise Bank & Trust —San Jose, CA
- $100,000 - $120,000 a year
- Full-time
- Background check
- 5 years
- Mid-level
- Paid time off
Loan Operations Supervisor
East West Bank —El Monte, CA
- $71,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Opportunities for advancement
5d
Loan Origination Associate I
Tri Counties Bank —Chico, CA
- $20.50 - $23.50 an hour
- Office
- Windows
- High school diploma or GED
Quick Apply
9d

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SBA Associate

City National Bank -
Irvine, CA

Apply Now

Job Details

Full-time
$78,970 - $126,140 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Microsoft Word
Customer communication
Microsoft Excel
Microsoft Outlook
Processing cash transactions
Cross-selling

Full Job Description

Overview:

SBA Associate

Irvine, CA

WHAT IS THE OPPORTUNITY?

Responsible for working directly with Business Banking team and SBA sales and support teams, internal colleagues and clients on a daily basis in handling all areas of operations processes, business loans and SBA loans originations, sales pipeline management; and support business banking leadership and SBA leadership in administrative tasks.

Expert in all aspects of providing exemplary colleague and client service and assisting colleagues with any business banking needs and be a designee for SBA loans transactions specifically. Actively engages in completing all loan originations to ensure inquiries/issues are resolved, and analyzes operational needs for enhancements opportunities. Provides accurate and timely responses to colleagues and/or client inquiries to ensure retention of existing profitable clients and provide a positive colleague experience with SBA.

Will be capable of opening new accounts, be conversant in most product capabilities and recommendations, and contribute to PBB, Business Banking and SBA in meeting sales and service objectives.

WHAT WILL YOU DO?

Acts as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
Supports sales colleagues to build and maintain PBB, Business Banking and SBA client relationships. Works with business partners to deliver solutions in order to maintain and grow client relationships. Recognizes and recommends cross-selling opportunities to maximize banking office profitability.
Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
Maintains collaboration with the Small Business Credit (“SBC”) PBB Credit and Admin support, CLO and sales partners.
Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
SBA specifics:
- Sales Team Support:
Ensure loan application packages are complete and accurate prior to loan submission to credit.
Enter and submit SBA loan applications through the bank’s origination platform, nCino, tracking milestones and ensuring timely progression.
Support pre and post approval loan activity, including coordinating with underwriting, loan administration and closing teams.
Collaborate directly with SBA Loan Administrators to facilitate a smooth post-approval process and rive timely loan funding.
Monitor and manage pipeline activity to help the team meet key performance targets.
Assist with scheduling, preparing client-facing documents, and other administrative needs to support sales efforts.
Provide proactive communication updates to team members on deal status and outstanding items.
Continuously identify and recommend process improvements to streamline the SBA lending process.

Administrative tasks:

Process for Loan originations
Centralized Coordinator for CNB sales partners along with SBA Credit, Loan Administration and CLO

SBA Loan processing:

3rd party reports
Escrow and title
Payoff demands
Insurance

SBA required items:

Management support:
Sales pipeline conciliation and ongoing management
Scorecard tracking support

Operations management:

Ongoing development of deals processing

CRA tracking:

Ongoing leadership, training and act as liaison across the BBRA and other related job families
Responsible in keeping up to date with ongoing SBA SOPs updates and changes

Onboarding: new colleagues for Business Banking and SBA

Assists the Client Officer/Client Manager in coordinating branch operations workflow to ensure exemplary client service and adherence to established policies and procedures.
Provides assistance as needed in different positions in every area of the branch operations, including new accounts.
Can handle more complex issues.
At this level, colleagues have and are further developing branch operations knowledge such as regulations, bank policies and practices.
May train and provide guidance to less experienced Associates
Typically at a moderate to high volume transaction office.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Bachelor's Degree or equivalent
Minimum 3 year of cross-selling experience required.
Minimum 3 years customer service experience required.
Minimum 3 years of cash handling experience required.
Intermediate computer experience (e.g. Microsoft Word, Excel, and Outlook) required.

Additional Qualifications

Working knowledge of Bank operations, policies and procedures and regulatory compliance.
General knowledge of Bank products and services.
Good interpersonal, verbal and written communication skills.
Ability to organize and prioritize work.
Good problem solving skills.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

#LI-MD

#CA-MD

Apply Now

Refine Your Search

sba associate jobs in california

SBA Associate

SBA Business Development Associate

Finance Manager

Home Health RN

Associate Director, East Bay Small Business Development Center

Independent Sales Associate

Gift & Estate Valuation Associate

Assistant Ammunition Manager - LOGSU-1

Requirements and Documentation Administrator

SBA Portfolio Analyst

Job Cost Bookkeeper/Accountant

Insurance Coordinator

VP, SBA Manager

Systems Engineer - System of Systems C2 Integration (Level III)

Engineering Technical Writer

Operations: Founding Operator - ONSITE

Office Coordinator

SVP, SBA Business Development Officer

Loan Operations Supervisor

Loan Origination Associate I

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