SBA Regional Sales Manager manages a team of lending officers that generate Small Business Administration (SBA) government-guaranteed loans and lines of credit. Develops relationships with a network of financial professionals and other referral sources to identify prospects. Being a SBA Regional Sales Manager engages with clients to ensure their ongoing needs are addressed and to understand the broader needs of the small business community in the region. Regularly monitors and reviews the current SBA loan portfolio to identify issues. Additionally, SBA Regional Sales Manager maintains an up-to-date knowledge of SBA products, rules, and regulations. Establishes operational processes that conform with SBA SOP guidelines. Provides coaching, training, and development opportunities for banking officers on the team. Requires a bachelor's degree in finance, business or equivalent. Typically reports to a director. The SBA Regional Sales Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a SBA Regional Sales Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
· Overall responsibility is to assist the agency’s Finance Director in maintaining accurate, current financial records for the agency's funds in accordance with the agency's policies and state and federal regulations. Assist in maintenance of agency’s fund accounting system which includes reporting for each grant or contract.
Financial Reports for HHS grants:Review, correction and compilation of monthly financial reports for the agency’s Health & Human Services Department (HHS). This may include review and reconciliation of service provider reports and internal reports with the client information management software; preparation of payment requests for all HHS grants; tracking and analysis of trends and budgets; etc. Assist, as needed, with data input and review and assist in verifying and maintaining accuracy of records in the client information management software. Coordinate and perform periodic on-site fiscal review/monitoring of provider agencies within HHS programs and others as assigned. · Assist in compiling internal reports of budget to actual expenses for internal management use. · Assist Finance Director with any monthly, quarterly, semi-annual and annual grant reporting, requests for payment and other reporting as required. Assist in closing the books at the end of the fiscal year and preparation for audit. Have a working knowledge of and act as a back-up for all other Finance Department functions, including accounts payable and preparation of monthly financial reports for Workforce Development grants. Assist in maintenance of Finance Department’s operations manual by updating procedures/instructions of department processes as changes occur. Perform necessary variance and other accounting analysis to identify and resolve any discrepancies or gaps. Collect, interpret and review financial data to predict and identify trends, providing analysis to and advising the Finance Director, and other staff as needed. Potential long-term impacts, as well as short-term impacts, should be included in the analysis. Assist Finance Director with any monthly, quarterly, semi-annual and annual grant reporting, requests for payment and other reporting as required. Assist in closing the books at the end of the fiscal year and preparation for audit. Have a working knowledge of and act as a back-up for all other Finance Department functions, including accounts payable and preparation of monthly financial reports for Workforce Development grants. Assist in maintenance of Finance Department’s operations manual by updating procedures/instructions of department processes as changes occur.
Benefits Administration: Serve as “Benefits Administrator” for the agency’s 20-30 employees. The specific benefits managed by this position include PEBA’s insurance, retirement, and deferred comp programs, as well as Aflac insurance. Provide benefits briefing to new employees during orientation. Provide benefits literature to new employees. Set up new employees in PEBA’s insurance and retirement systems and assist employees in enrollment, as needed. Process all benefits-related enrollments, changes, and terminations as needed. Prepare and provide all COBRA paperwork for enrollments and terminations, as needed. Disseminate benefits information and updates to staff as needed. Conduct annual open enrollment briefings for staff. Respond to all staff requests for insurance information and updates, including follow-up with PEBA or Aflac for clarification or interpretation of questions/issues. As needed, assist staff with applications for disability and retirement. Develop and maintain written procedures for Benefits. Administration. Perform other duties as assigned by the Finance Director.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
Highly proficient in Microsoft Excel.
Understanding and experience with fund accounting
Ability to analyze and interpret complex financial data and reports.
Ability to establish and maintain effective working relationships with others.
Capable of exercising sound judgment when handling confidential information
Ability to learn quickly and independently
Ability to effectively manage numerous deadlines and concurrent projects
Ability to think and work in a fast-paced environment that requires handling multiple tasks at a given time and rapidly adapting to changing priorities, schedules and budgets
Talent for creative problem solving
Excellent organizational and computer skills; self-motivated and goal-oriented; ability to facilitate team effort as well as ability to work independently; customer-oriented attitude; excellent written/oral and interpersonal communication skills; strong work ethic; and willingness to learn and improve in all aspects of the position
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
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Work Location: Hybrid remote in Sumter, SC 29154
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