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The Business Development Officer will work closely with the CEO and Senior Underwriter to ensure loans are moving through their various phases from initial prospect communication through closing.
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5-8 years in commercial lending, analysis, or business development. Expedite production by communicating commercial lending policies and procedures. High School Diploma or equivalent – required; Bachelor’s Degree in Business administration, Finance, Accounting, Economics, or relevant discipline – preferred.
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The Business Client Advisor reports to the Central Oregon Leadership and is responsible for relationship management and development, as well as the generation of loan and deposit activity.
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5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required.
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Minimum of 5 years' experience in business banking relationship management role or related business / commercial lending experience. Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs.
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Business Banking, Business Development, Client Relationship Management, Customer Experience (CX), Financial Statements, Lending, Portfolio Management, Researching. Experience - The ideal candidate will have a minimum of 4 years' experience underwriting deals within the commercial real estate vertical.
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You will assist more senior officers or department managers in handling complex loans and serve as a resource to less experienced loan officers in the areas of marketing, new business development, and loan analysis and servicing and offer functional guidance.
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This level of knowledge is normally acquired through completion of a Bachelor's degree and 8-10 years experience in commercial lending or 14-16 years equivalent experience. Your knowledge of lending, credit underwriting and treasury will position you to advise our clients on solutions to protect and grow their business.
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Creating and maintaining referral networks with commercial real estate brokers, business brokers, business/professional associations, attorneys, CPA's, contractors, vendors, other banks, and any other referral sources to solicit SBA loan opportunities.
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Our lending activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of June 30, 2023, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
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Demonstrated ability to lead other SBA Business Development Officers. Partners with Business Banking, Community and Commercial partners developing, communicating, and implementing the sales strategy in order to meet/exceed business objectives, and exchange leads/referrals.
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Work collaboratively with Business Development Representatives to help close equipment finance transactions or to correct document deficiencies in an efficient and in a timely manner. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service.
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The VP, Relationship Manager will bring in new business relationships (loans and deposits) through business development, with a core focus on increasing the bank's regional market share.
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I place these people: Loan Officer, Commercial Credit , CRE, C&I, Commercial & Industrial loans, BDO, Business Development Officer, Portfolio Manager, Relationship Manager, CLO, Commercial Loan Officer, Ag Loan Officer , Market President , Credit analysis, Credit analist, Underwriiting, Loan Officer , Senior Loan Officer, Business Banker, Loans Lender lending.
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Partner with senior leadership and HR to assess organizational learning needs and develop a comprehensive learning and development strategy aligned with business objectives. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development.
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