Job Description

Tracking Code
Job Description


Works with the Relationship Managers (RMs) and the Team Leader (TL) to help grow and manage the portfolio. Meets with potential/existing customers to discuss loan prospects and options. Coordinates and communicates with customers and RMs through the process of meeting, loan approval, closing, funding and maintenance of relationship through the term of the loan.


  • Consistently provide excellent customer services to external and internal customers.
  • Works with RMs and Portfolio Administrators (PAs) to manage loan exceptions, past due payments, and overdrafts.
  • Helps with any audits, SBA reviews and other such inquiries.
  • Works with RM to collect information needed from borrower and then underwriting the loan per SBA and bank guidelines and policy.
  • Coordinates the sale of loan in the secondary market with TL.
  • Supports the team by helping with documents related to approval, changes, term sheets and commitment letters as needed.
  • Provides support and guidance to the PA through the closing and funding process including review of authorization.
  • Ensures compliance with SBA policy and bank policy including monitoring covenants if any.
  • Provides support for electronic loan processing/servicing documentation management system and customer relationship management systems.
  • Participates in special assessments, projects, and ad hoc analysis including audits, SBA reviews.
  • Can perform required job functions with minimal supervision.
Required Skills
  • Bachelor’s degree strongly preferred or 8 years of equivalent work experience.
  • Experience with credit training preferred.
  • 5+ years of experience at a financial institution in a similar role.
  • General credit/underwriting knowledge.
  • Knowledge of SBA SOPs.
  • Knowledge of MS Office; proficient in Excel and Word.
  • Some travel maybe required
  • The ability to lift up to 10 lbs.

Highly motivated, self-driven individual who can think strategically, operate independently and take accountability for the function.

  • Ability to motivate, influence and collaborate with others both internally and externally.
  • Must have the ability to multi-task in a fast paced environment and prioritize your focus on most impactful activities.
  • Strong oral and written communication skills when interacting with internal and external clients.
  • Strong analytical, critical thinking and problem solving skills.
  • Demonstrates a commitment to Relationships FIRST in all areas of job performance.

EagleBank promotes an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified disabled applicants and employees.

Required Experience
  • Bachelor’s degree or 4 years of equivalent work experience required.
  • Experience with credit training preferred.
  • At least four (4) years of experience at a financial institution in a similar role required.

We are an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color or any other protected class.

Job Location
Bethesda, Maryland, United States
Position Type

Application Instructions

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