Structuring Analyst SBA

, is one of the nation's leading Lender Service Providers (LSP). Windsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform without the need to hire staff or incurring capital expenditures. 5 billion in government guaranteed loans and currently services a portfolio for over 100 lenders nationwide.

With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative. A. is headquartered in Maryland and has been serving our communities since 1999.

We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services primarily to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Position Purpose This position will play a key role in supporting Windsor’s BankLink platform, the broker- and borrower-facing intake system for structuring debt solutions across Windsor’s 100+ lender network.

The Analyst will focus on intake and support activities, including gathering and reviewing borrower and broker information, entering and maintaining records in CRM and BankLink, assisting in the structuring of opportunities, and coordinating with team members to ensure smooth handoff to lenders and the Windsor Credit and Closing teams. This position emphasizes accuracy, efficiency, and responsiveness in handling incoming leads and supporting the VP and team in driving successful placements.

Responsibilities

Support the intake of borrower and broker opportunities through the BankLink platform, ensuring accurate and timely data entry. Review and validate borrower application materials and supporting documentation for completeness prior to structuring. Maintain and update CRM and BankLink records, including leads, opportunities, accounts, and contacts.

Assist the Vice President in preparing structured debt opportunities for lender review, including gathering financials and borrower details. Coordinate with internal team members to ensure efficient handoff of structured opportunities to Windsor’s lending partners. Conduct preliminary research and analysis on applicants, markets, and referral sources to support intake and structuring activities.

Monitor pipeline activity, provide status updates, and flag issues or gaps in borrower submissions. Provide administrative support for reporting, scorecards, and performance tracking related to intake and structuring. Uphold KPIs related to accuracy, turnaround time, and responsiveness in managing incoming opportunities.

Minimum Education Experience Bachelor’s degree in marketing, business administration, communication, or other related area. 0-3 years related experience in finance, credit, sales, marketing, or similar industry. Experience in a credit structuring or closing role at a banking or financial institute preferred.

Technical Knowledge and Skills Must have a thorough knowledge of principles and methods of selling. Ability to design, implement and monitor effective marketing strategies. Knowledge of principles and processes for providing excellent customer and personal services.

Ability to close business proposals. Working knowledge of all mediums of social media and other related marketing software. Strong communication and negotiating skills.

Basic credit acumen Strong organizational skills and the ability to multitask. Personable nature Positive attitude. Proficiency in Microsoft Office Suite.

Compensation

Base Salary Range : $55,000 - $70,000 annually / hourly.