The Role
Originate SBA 7(a), 504, and Express loans for healthcare professionals; build referral networks with COIs; advise clients on financing strategies; partner with internal teams to ensure compliant, efficient deal flow; meet loan production goals and manage pipeline while monitoring portfolio risk.
Summary Generated by Built In
Position Summary: Responsible for the generation and processing SBA 7(a), 504, and Express loans specifically for healthcare professionals for Panacea Financial, a division of Primis Bank.
Essential Functions
Healthcare Business Development & Sales
- Originate SBA 7(a), 504, and Express loans specifically for healthcare professionals (dentists, physicians, veterinarians).
- Develop and maintain referral relationships with COIs (practice brokers, consultants, CPAs, attorneys, supply reps, and industry associations).
- Act as a trusted advisor to healthcare providers on financing strategies unique to their professional and practice lifecycle.
- Consistently achieve or exceed SBA loan production goals.
Internal Partnering & Cross-Functional Collaboration
- Treat conventional bankers as key customers:
- Educate them on SBA program options and eligibility.
- Provide consultative support on structuring deals where SBA is the right fit.
- Respond quickly to banker inquiries and deliver white-glove service.
- Collaborate with underwriting, credit, and closing teams to ensure efficient, compliant deal flow.
- Share market intelligence with leadership and teammates on healthcare industry trends.
Client Advisory & Relationship Management
- Guide healthcare borrowers through loan structures, eligibility requirements, and documentation processes.
- Build long-term relationships with doctors by positioning SBA products as part of their overall financial strategy (practice, personal, and real estate).
- Identify opportunities to cross-sell complementary banking solutions (treasury, deposits, merchant services).
Compliance & Risk Management
- Ensure adherence to SBA SOPs, healthcare industry regulations, and bank policies.
- Provide complete, accurate loan proposals and credit memos.
- Maintain awareness of portfolio performance and risk indicators specific to healthcare practices.
- Regular, reliable, and predictable attendance.
Marginal Functions
- Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
- All other duties as assigned.
Minimum Educational and Experience Requirements
- Bachelor’s degree in business, finance or related field; advanced degree or professional certifications a plus.
- 5+ years SBA lending experience with a proven track record in healthcare lending (DDS, MD, DVM).
- Strong knowledge of SBA 7(a) and 504 loan structures, eligibility, and SOP compliance.
- Demonstrated ability to build referral networks in the healthcare industry.
- Experience partnering with internal banking teams and serving as an in-house product expert.
Minimum Skill Requirements
- Knowledge of bank policies, procedures and products
- Effective and professional verbal and written communications
- Exceptional interpersonal skills including ability to develop business relationships
- Strong research skills
- Strong negotiation skills
- Proficient on department software and MS Office products
- Consultative sales approach with deep understanding of healthcare practice dynamics.
- Strong relationship-building and presentation skills with both external COIs and internal partners.
- Ability to manage a high-volume pipeline while ensuring deal quality.
- Leadership and mentoring skills for educating peers and guiding clients.
Physical Demands
In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
- Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer
- Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
- Continuous communication: verbal and written, in-person, phone and electronic
Work Environment
- Remote with some travel to other locations within lending footprint
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in business, finance or related field
- Advanced degree or professional certifications
- 5+ years SBA lending experience with proven healthcare lending track record (DDS, MD, DVM)
- Strong knowledge of SBA 7(a) and 504 loan structures, eligibility, and SOP compliance
- Demonstrated ability to build referral networks in the healthcare industry
- Experience partnering with internal banking teams and serving as an in-house product expert
- Knowledge of bank policies, procedures and products
- Effective and professional verbal and written communications
- Exceptional interpersonal skills and ability to develop business relationships
- Strong research and negotiation skills
- Proficient on department software and MS Office products
- Consultative sales approach with deep understanding of healthcare practice dynamics
- Ability to manage a high-volume pipeline while ensuring deal quality
- Leadership and mentoring skills for educating peers and guiding clients
- Regular, reliable, and predictable attendance
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The Company
What We Do
Primis is the first bank to get it right. We bring you the backing of a FDIC insured institution with the brains of a tech company—offering both security and ease; sophisticated offerings that are super simple to navigate. We break through all the fine print, wait times and red tape—bringing you services that actually serve and solutions that solve real problems. Some say they're doing things different, we say we're doing things right.
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