SBA Business Development Officer

About the role

At Truliant Federal Credit Union, helping businesses access the right financing strengthens the communities and members the credit union serves. The SBA Business Development Officer expands Truliant’s presence in the SBA marketplace by building referral partnerships and guiding borrowers through financing for acquisitions, expansion, refinancing, commercial real estate, and working capital.

This role serves as Truliant’s primary market-facing representative and subject matter expert for SBA 7(a) lending. It owns externally sourced loan development from initial opportunity through credit and closing, keeping borrowers, referral partners, and internal teams aligned throughout the process.

Responsibilities

• Build and expand a network of business brokers, CPAs, attorneys, commercial real estate brokers, franchise consultants, bankers, and other professional partners who generate SBA 7(a) opportunities.
• Screen opportunities for SBA eligibility, structure transactions, and prepare a BDO workbook with high-level cash flow analysis, a clear transaction narrative, and key risk considerations.
• Partner with SBA credit, underwriting, loan coordination, closing, and portfolio management teams to move qualified opportunities forward.

Benefits

Truliant strives to provide teammates with an enjoyable place to work where they feel valued, empowered, and rewarded for what they do.

Key facts

• The role focuses on SBA 7(a) lending.
• Develops referral partnerships that generate SBA 7(a) opportunities.
• Guides borrowers through financing for acquisitions, expansion, refinancing, commercial real estate, and working capital.