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Sba Customer Service Jobs (NOW HIRING)

SBA Lending Manager

San Marino, CA ยท On-site

$140K/yr

Overview The SBA Manager will be responsible for the growth, profitability, and management of the ... Assure that quality service is provided to the internal and external customers, and will be focused ...

Position Summary The SBA Business Development Officer II is a revenue-driven sales professional ... Strong sales, customer service, and negotiating skills needed * Knowledge of Small Business ...

SBA Business Development Officer II

Dallas, TX ยท On-site

$90K - $120K/yr

Position Summary The SBA Business Development Officer II is a revenue-driven sales professional ... Strong sales, customer service, and negotiating skills needed * Knowledge of Small Business ...

... servicing modification requests. Requirements: * Solid analytical skills and a proven ability to ... Ability to effectively communicate with customers and other key stakeholders. * Ability to ...

SVP/SBA Lender

Bloomington, MN

$83K - $115K/yr

Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. * Know ... Five or more years of previous SBA lending experience. * Prior Working knowledge of loan ...

SBA Banker

Atlanta, GA ยท On-site

$80K - $110K/yr

Client service orientation Preferred: * Bachelor's degree * Commercial loan underwriting and ... customers, and assets. The above is intended to describe the general content of and requirements ...

The SBA Manager will be responsible for the growth, profitability, and management of the Bank ... Assure that quality service is provided to the internal and external customers, and will be focused ...

SVP/SBA Lender

Fargo, ND ยท On-site

$81K - $112K/yr

Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. * Know ... Five or more years of previous SBA lending experience. * Prior Working knowledge of loan ...

Position Summary The SBA Business Development Officer II is a revenue-driven sales professional ... Strong sales, customer service, and negotiating skills needed * Knowledge of Small Business ...

Position Summary The SBA Business Development Officer II is a revenue-driven sales professional ... Strong sales, customer service, and negotiating skills needed * Knowledge of Small Business ...

SBA Business Development Officer II

Dallas, TX ยท On-site

$90K - $120K/yr

Position Summary The SBA Business Development Officer II is a revenue-driven sales professional ... Strong sales, customer service, and negotiating skills needed * Knowledge of Small Business ...

Excellent communication skills, both written and verbal Excellent customer service skills Excellent ... SBA construction experience preferred. Licensures/Certifications Required to Perform the Primary ...

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Sba Customer Service information

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How much do sba customer service jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for sba customer service in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What are the typical daily responsibilities of an SBA Customer Service representative?

As an SBA Customer Service representative, your daily tasks revolve around assisting small business clients with questions about loan applications, status updates, and eligibility requirements. You will frequently communicate via phone, email, or chat, resolve customer issues, and guide clients through required documentation. Collaborating with loan officers and processing teams is common, as you may need to escalate complex cases or verify information. The role is often fast-paced, requiring you to juggle multiple client accounts and prioritize requests, making strong organizational skills and attention to detail particularly valuable.

What is an SBA Customer Service job?

An SBA Customer Service job involves assisting small business owners and borrowers with inquiries related to Small Business Administration (SBA) programs, loans, and resources. Responsibilities may include answering questions, processing applications, resolving issues, and providing guidance on SBA policies. This role requires strong communication skills, knowledge of SBA regulations, and the ability to handle customer concerns efficiently.

What are the key skills and qualifications needed to thrive in the Sba Customer Service position, and why are they important?

To thrive as an SBA Customer Service representative, you need strong knowledge of small business loan processes, financial documentation, and relevant customer service experience. Familiarity with customer relationship management (CRM) software and the SBA's proprietary systems or platforms is often required. Excellent communication, problem-solving abilities, and patience help build trust and efficiently address client inquiries. These skills are essential for accurately assisting customers with complex SBA-related processes and ensuring a positive experience during what can be a stressful time for business owners.

More about Sba Customer Service jobs
What cities are hiring for Sba Customer Service jobs? Cities with the most Sba Customer Service job openings:
What are the most commonly searched types of Sba Customer Service jobs? The most popular types of Sba Customer Service jobs are:
What states have the most Sba Customer Service jobs? States with the most job openings for Sba Customer Service jobs include:
What job categories do people searching Sba Customer Service jobs look for? The top searched job categories for Sba Customer Service jobs are:
Infographic showing various Sba Customer Service job openings in the United States as of July 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
SBA Business Development Officer

SBA Business Development Officer

CalPrivate Bank

Beverly Hills, CA โ€ข On-site

$80K - $90K/yr

Full-time

Re-posted 8 days ago


Job description

The Role: SBA Business Development Officer

The Location: California

Reports To: SBA Sales Director


Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but itโ€™s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.โ€จ
Weโ€™re looking for leaders who want more than a title. Weโ€™re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.

Your Opportunity: SBA Business Development Officer

The SBA Business Development Officer (BDO) is responsible for sourcing, developing, and closing SBA 7(a) and 504 lending opportunities that support the growth of small businesses within the Bankโ€™s target markets. This role proactively identifies and cultivates relationships with business owners, commercial real estate investors, referral partners, brokers, and centers of influence to build a strong and sustainable lending pipeline. The BDO guides clients through the full SBA lending process, underwriting preparation, structuring, documentation, and funding, while ensuring transactions align with SBA program requirements, internal credit standards, and the Bankโ€™s risk appetite.

Through disciplined business development activity and a consultative approach, the BDO plays a critical role in expanding the Bankโ€™s SBA portfolio, strengthening credit quality, and elevating CalPrivateโ€™s presence as a trusted partner for small business financing. The impact of this role extends beyond originations; by fostering strong external relationships and partnering closely with internal teams including Credit, Closing, Operations, and Deposit Servicesโ€”the SBA BDO helps deliver a seamless and high-touch client experience. Their contributions directly support departmental growth, enhance fee and interest income, and reinforce the Bankโ€™s mission to provide distinctly different, relationship-driven financial solutions that enable businesses to thrive.

What Youโ€™ll Do

  • Engage in business development activities to source and close SBA loan requests.
  • Interview prospective applicants and requests specified information related to loan application; continually correspond with applicants to resolve questions regarding application information.
  • Gather and analyze all information necessary to present a financing request to underwriter, SBA Department Manager, President/CEO, Chief Credit Officer, etc.
  • Perform prequalification assessment and analysis of applicantโ€™s financial condition.
  • Develop and maintain knowledge of financial industry, economy, market conditions, rates, vendors and competition.
  • Continuously strengthen the referral source network. Meet with prospects and referral sources to generate leads whenever possible.
  • Leverage centers of influence by proactively fostering quality relationships.
  • Stay actively involved with professional and/or community organizations by representing CalPrivate Bank at appropriate professional and community events.
  • Participate in cross-referrals with other bank staff. Create an atmosphere of teamwork and collaboration throughout CalPrivate Bank.
  • Cross-sell CalPrivate Bankโ€™s other products and services as appropriate.
  • Host educational sessions/give presentations to bank staff, prospects and centers of influence to review SBA products and programs.
  • Address customer service issues with both clients and bank staff as needed.

AML/CFT/Compliance Responsibilities

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bankโ€™s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bankโ€™s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bankโ€™s compliance program.

Who You Are

Experience & Expertise

  • 5+ years of progressive experience in SBA lending, with a proven track record originating SAB 7(a) and/or 504 loans, preferably within a private or commercial banking environment.
  • In-depth knowledge of SBA program guidelines, SOP requirements, credit structures, eligibility standards, and documentation processes.
  • Demonstrated success in business development, including building and maintaining referral networks with brokers, CPAs, attorneys, real estate professionals, and small business centers of influence.
  • Strong credit acumen, including the ability to analyze financial statements, evaluate collateral, assess risk, and structure complex lending solutions.
  • Exceptional relationship-building and communication skills, with the ability to engage small business owners, provide consultative guidance, and deliver a high-touch experience aligned with CalPrivateโ€™s service culture.
  • Proven ability to manage a high-volume pipeline, while meeting production goals, deadlines, and compliance expectations with accuracy and attention to detail.
  • Collaborative and team-oriented, with experience partnering closely with underwriting, credit administration, operations, and deposit teams to ensure smooth loan processing.
  • Strong organizational and time-management skills, with the ability to prioritize competing demands and work independently in a fast-paced environment.
  • Proficiency with loan origination systems, financial analysis tools, CRM platforms, and Microsoft Office applications.
  • Bachelorโ€™s degree in Business, Finance, or related field preferred.

Mindset & Values

  • You lead with accountability, integrity, and consistency.
  • You thrive in a collaborative environment where transparency and follow-through matter.
  • You model professionalism, calm under pressure, and have a solutions-oriented mindset.
  • You embrace data-driven decision-making while maintaining a client-first perspective.
  • You embody CalPrivateโ€™s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.

Physical Demands

  • Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects.
  • Ability to sit or stand for extended periods of time.
  • Ability to physically use a keyboard/mouse
  • Ability to walk to and from workstations
  • Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
  • Specific vision abilities required by this job include close vision and ability to adjust focus

Why CalPrivate Bank?

This isnโ€™t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects donโ€™t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And weโ€™re building a team of people who reflect those values in everything they do.

If youโ€™re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?