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SBA Sales Analyst
Grasshopper Bank. Assist with the end-to-end execution of the Enterprise channel business plan .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing and executing comprehensive business plans while fostering strong relationships with partners and stakeholders. Proficient in analyzing performance metrics and driving results in a financial services environment.
Highest-signal resume keywords
Business DevelopmentChannel ManagementStrategic PartnershipsAnalytical SkillsRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Plan ExecutionData InterpretationProject ManagementOperational Capacity PlanningRisk Management
Soft Skills
Negotiation SkillsCommunication SkillsInterpersonal SkillsPresentation Skills
Tools & Technologies
CRM SoftwareSalesforceMicrosoft Office SuiteAI Tools
Industry Keywords
Financial ServicesFintechSBA LendingSmall Business Lending
About the role
Key responsibilities & impact- Assist with the end-to-end execution of the Enterprise channel business plan
- Serve as a point of contact for complex partner concerns and facilitate collaborative resolutions
- Communicate with senior internal and external stakeholders
- Lead and foster productive cross-functional collaboration across the Enterprise channel
- Help execute the strategy for managing and onboarding new and existing referral partner relationships
- Manage partner expectations and communicate relevant updates or changes affecting partners or borrowers
- Use Bank tools, including AI, to monitor and analyze referral partner performance against production goals
- Track partner performance and work to meet revenue targets
- Monitor incoming loan volume against operational capacity and institutional risk tolerances
- Review incoming loan packages for completeness and accuracy using Bank tools, including AI
- Manage client and partner expectations and resolve challenges
- Identify and escalate bottlenecks, risks, or major challenges to management
Requirements
What you’ll need- Bachelor's degree in Business Administration, Finance, Economics, or a related field
- 2-4 years of experience in business development, channel management, or strategic partnerships, with a proven track record of achieving growth targets in a financial services or fintech environment
- Demonstrated expertise in managing and executing comprehensive business plans
- Strong analytical skills with the ability to interpret data, identify trends, and make data-driven decisions
- Exceptional relationship management and negotiation skills
- Proven ability to manage complex projects and drive results independently
- Excellent verbal and written communication, presentation, and interpersonal skills
- Deep understanding of operational capacity planning and risk management principles within a financial institution
- Proficiency in CRM software (e.g., Salesforce) and advanced Microsoft Office Suite skills
- Experience with SBA lending and/or Small Business Lending is preferred
Benefits
Comp & perks- Remote work flexibility
- Diversity of thought and perspective
- Cross-functional teamwork culture
- Ideas valued and accountability encouraged
- Successes celebrated