U.S. BankSBA Business Development Associate
Jul. 2014 - Dec. 2017Centennial, COProvide sales, processing, operational, administrative and customer service support to Regional Sales Managers (RSM) and Business Development Officers (BDO) of the SBA Division. Researches internal and /or external customer needs and responds appropriately. Assists BDO in the collection of application items and construction of submission packages. Assists in business development at the direction of the RSM or BDO such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives. Performs administrative support duties to assist the RSM or BDO such as: making and tracking appointments, preparing proposals/ reviews/ routine correspondence, organizing paper flow in adherence to the firm's recordkeeping requirements, maintaining client files, answering phones, opening and disseminating mail. Analyze and review personal and business credit/ financials.