SBA Business Development Associate

 
Role Summary
The SBA Business Development Associate is a key partner to the SBA Business Development Officer, responsible for initial deal intake and vetting, running financial analysis, supporting credit write-ups, and coordinating the collection of borrower documentation through term sheet execution and underwriting submission.
This role requires a candidate who is detail-oriented, organized, comfortable with financial statements and tax returns, and confident operating in a fast-paced SBA production environment.
Key Responsibilities
 
Deal Intake & Initial Vetting

• Serve as a first-line support partner in evaluating inbound SBA opportunities.
• Collect and review initial borrower information early in the process (industry, purpose, structure, requested terms, basic financials).
• Work closely with the BDO to quickly "run through" opportunities and establish next steps.
• Organize deal information in a consistent format for pipeline visibility and internal alignment.

Financial Analysis & SBA Deal Preparation

• Once borrower financials (tax returns, interim statements, etc.) are received, perform financial analysis and begin building the deal narrative.
• Assist with SBA deal write-ups using a structured approach (financial matrix methodology preferred).
• Support the drafting of:
  • Financial analysis sections
  • Strengths / mitigants narratives
  • Borrower and business highlights
• Identify missing or inconsistent data and coordinate follow-ups to complete the file.

Credit Support & Underwriting Readiness

• Conduct soft credit pulls and assist with preliminary credit review.
• Support movement of deals from term sheet stage to underwriting package submission.
• After term sheet execution, coordinate gathering of remaining borrower documentation required for submission to underwriting/credit.
• Maintain complete, organized deal files with clean documentation packages.

Workflow Partnership & Process Coordination

• Work closely with the SBA BDO and credit partners to ensure efficient handoff and communication.
• Support pipeline management by keeping deals moving forward and proactively surfacing bottlenecks.
• Help accelerate decisioning timelines by ensuring packages are consistent, complete, and underwriting-ready.

Success Profile
This role will be successful for someone who:

• Has experience spreading financials and doing deal analysis
• Can handle multiple deals at difference stages simultaneously
• Thinks in a structured way and can follow a matrix/template approach
• Communicates clearly and proactively with internal partners and borrowers/brokers