ORS Partners

  • Small Business Lender

    Job Locations US-PA-Philadelphia
    Posted Date 3 months ago(12/20/2018 4:44 PM)
    Client & Job Location : Address
    1501 N. Broad Street
    Client & Job Location : Postal Code
    Job ID
    # of Openings
  • Overview

    At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences, and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

    Customers Bank, recently named by Forbes magazine as the 35th Best Bank in America (there are over 5,700 banks in the United States!), has an immediate opening for a Small Business Lender. As a Small Business Lender, you will be responsible for the banking needs of small businesses to pro-actively operate at the heart of the local business community, to build new relationships and actively manage a portfolio.   The Small Business Lender goals include building a book of business of $2 million in deposits and a loan goal of $10 million annually. The client base will consist of owner-occupied real estate, investment real estate, non-profits, and C&I loans


    We are looking for a highly motivated, self-starter, who thrives in a fast-paced environment.



    • Responsible for sales and outreach efforts lead lists, internal and external referrals, COI’s, cold calling and other ways to attract business.
    • Drives relationship management by identifying cross-selling opportunities and introducing our Product partners to help provide a full banking proposition.
    • Under the Single Point of Contact (SPOC), the small business lender is expected to do the joint calling and prospecting with Product partners depending on the situation Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business in support of goals.
    • Build your individual market profile as well as the profile of Customers Bank in the local community.
    • Effectively utilizes the resources / tools available to manage the call / relationship management consistent sales process and activities Required to make a target number of in-person calls to prospects, customers, COIs and internal partners weekly and monthly Sells solutions including opening deposit accounts, completing the entire loan origination process and servicing the ongoing needs of customers.
    • Manage and develop a portfolio of customers, expected to grow portfolio by deepening existing relationships.
    • Focus primarily on new business development for lending and deposits.
    • General knowledge of business credit underwriting proven ability to develop, retain and expand relationships with COIs.
    • Use Salesforce and all bank technology tools that ensure the lender and the bank’s success in performing processes and following procedures necessary to input and track productivity.
    • Maintain weekly and all required pipeline reports.
    • Maintain minimal delinquencies and update reports weekly.
    • Input credit applications and packages into the Salesforce and SBLG system.


    • 5+ years of experience in loan production in small business lending using customized business software and customer relationship management systems (CRM)
    • Excellent verbal and written communication skills.
    • Ability to multitask.
    • Professional services work environment exposure preferred.
    • Strong understanding of credit underwriting.
    • Strong business development skills.
    • Able to work in a changing high tech and mobile environment
    • Outgoing personality.
    • Able to work in a team environment.
    • High emotional intelligence.
    • Open to learning and growth.
    • Familiar with regulatory requirements for lending,


    Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.

    VEVRAA Federal Contractor, seeking priority referral of qualified protected veterans.


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