Loan Originator

Loan Originator Sales Jobs

4 jobs found

27d ago

SBA Business Development Officer

Citadel Federal Credit Union Exton, PA

Exton, PA

27d ago

Full time Business Development Deal Origination Field Sales

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Job Description

The SBA Business Development Officer role at Citadel Federal Credit Union leads SBA lending initiatives in the Greater Philadelphia region, combining loan origination with development efforts, and collaborating with internal teams while training staff in a hybrid in-market capacity.

Responsibilities

Lead SBA loan origination and oversee SBA development across the designated region.
Focus exclusively on SBA lending products, including 7(a), 504, and Express programs.
In addition to externally sourced opportunities, collaborate with internal Citadel teams to identify and cultivate SBA opportunities originating within the credit union.
Provide training, guidance, and support to internal teams on identifying SBA opportunities and structuring transactions appropriately.
Production targets cover both externally sourced deals and internally generated opportunities developed through Citadel’s network.
Hybrid role requiring substantial in-market presence, with in-office, branch, or client meeting activity at least four days per week.
Aim to originate and close more than $20 million annually across SBA 7(a), 504, and Express lending.
Build and maintain a robust external referral network including CPAs, brokers, attorneys, consultants, and other business advisors.
Proactively identify SBA opportunities across the regional market.
Serve as the regional SBA product expert for internal teams.
Collaborate closely with Business Banking Relationship Managers, Commercial Relationship Managers, Business Development Managers, retail teams, and call center leadership to uncover SBA opportunities.
Educate internal teams on SBA products, eligibility criteria, and structuring strategies.
Support the development and execution of SBA business development strategies within the region.
Visit assigned branches regularly, with a minimum cadence of twice per month for each covered branch.
Cultivate strong relationships with branch leadership and frontline staff to drive SBA referral activity.
Provide guidance to internal teams on structuring SBA opportunities and positioning solutions for members.
Collaborate with Credit, Operations, LSPs, and CDC partners to structure and close SBA transactions.
Maintain full fluency in SBA SOP requirements and ensure transactions are properly structured from initial engagement through closing.
Partner with Relationship Managers who will sustain long-term client relationships after closing.

Requirements

7 to 10 years of business development experience with a strong foundation in credit analysis and risk management.
Proven track record of $20 million plus in annual SBA production.
Extensive knowledge of SBA 7(a), 504, and Express programs.
Experience collaborating with Lender Service Providers (LSPs) and Certified Development Companies (CDCs).
Strong credit acumen and SBA structuring experience.
Demonstrated ability to build and maintain internal and external relationships.
Ability to influence outcomes through collaboration and regular engagement.
Comfortable operating in a hybrid role with consistent in-market presence.
Western Region branch coverage includes Phoenixville, Eagle, Chester Springs, Thorndale, South Coatesville, Parkesburg, Lancaster - Rohrerstown Road, and Lancaster - Granite Run Drive.

Performance Measurements

Performance is evaluated against the Citadel corporate scorecard in addition to departmental and individual goals.

Work Environment

The work environment mirrors typical conditions for this role, with reasonable accommodations available to enable performance. The operating environment is usually moderate in noise.

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1mo ago

Business Development Officer

LiftFund Houston, TX

Houston, TX

1mo ago Closed

Full time Marketing B2B Banking & Lending

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

Responsibilities

Drive small business loan production to meet assigned targets.
Proactively build and maintain a pipeline of qualified applicants through community outreach and targeted marketing.
Develop and manage a referral network including banks, CDFIs, chambers of commerce, and economic development entities.
Provide high-touch client support throughout the lending cycle: inquiry, application, underwriting, closing, and servicing.
Conduct in-depth borrower assessments including site visits, collateral evaluation, financial analysis, and credit readiness.
Offer individualized and group educational sessions on LiftFund products and small business finance.
Analyze business financials, market trends, and borrower capacity to inform sound lending recommendations.
Present loan proposals to credit committees in alignment with LiftFund’s credit policy and impact goals.
Manage an active loan portfolio by maintaining client engagement and monitoring for early risk indicators.
Partner with collections and servicing teams to resolve delinquent loans and support loss mitigation efforts.
Ensure all client and loan records are accurately documented in LiftFund’s CRM and loan servicing systems.
Participate in loan closings and assist clients with document collection and pre-closing requirements.
Represent LiftFund at community forums, events, and partner engagements to enhance visibility and credibility.
Design and implement process improvements for loan pipeline management and operational efficiency.
Identify new lending opportunities through data analysis, market research, and community feedback.
Support efforts to raise funds and build partnerships to further LiftFund’s mission and reach.

Requirements

Bachelor’s degree in business, finance, economics, or related field preferred; equivalent experience considered.
Three (3) years of experience in small business lending, banking, credit analysis, or economic development.
Familiarity with SBA 7(a), 504, and other government-guaranteed lending programs highly preferred.
Demonstrated success in meeting or exceeding lending/sales goals.
Strong financial and credit analysis skills; able to assess risk and structure deals.
Excellent communication, relationship management, and presentation skills.
Proficient in CRM systems and Microsoft Office Suite.
Ability to build trust with diverse stakeholders, including underserved entrepreneurs.
Knowledge of financial literacy principles and lending compliance.
Familiarity with business planning and cash flow projections.
Collaborative team player with a solution-oriented mindset.
Experience working with nonprofit or mission-driven lenders a plus.
Strong organizational and time management abilities; self-motivated and goal-driven.
Must have valid driver’s license and reliable transportation.
Bilingual proficiency in English and Spanish preferred.

Technologies

CRM platforms and Microsoft Office Suite

Performance Metrics

Volume and quality of loan originations.
Growth and engagement of referral networks.
Portfolio performance, including delinquency rates and client satisfaction.
Accuracy and timeliness of CRM entries and loan documentation.
Contributions to organizational visibility and strategic initiatives.

Travel

Routine travel within the local area and infrequent overnight travel, in and out of state, as necessary.

Position Type, Days and Hours

This is a full-time, exempt position. The days and hours of work are generally Monday through Friday, 8:30 am to 5:30 pm, but the schedule may vary based on the needs of the position and the timing of key meetings and events.

Physical Demands

When working on-site, work is performed in a routine office environment. Prolonged sitting and some standing required. Occasionally lift, pull, carry and push items weighing up to twenty-five (25) pounds. This job requires working under stressful conditions to meet deadlines and address unexpected work challenges.

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1mo ago

Professional/Executive Business Development Officer

Moody Bank New Braunfels, TX

New Braunfels, TX

1mo ago Closed

Full time Marketing Account Management B2B

This position is no longer accepting applications (closed Jul 9, 2026).

Job Description

Moody Bank invites you to join us as a Professional/Executive Business Development Officer in New Braunfels, TX. This onsite role focuses on developing new loan and deposit relationships, building and servicing client portfolios, and managing portfolios within the assigned territory. You will contribute to a collaborative, community-minded culture while benefiting from a robust benefits package designed to support you and your family. The position also offers engagement with local organizations and opportunities to grow within a values-driven bank.

Benefits

401(k) with a 5% match
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Prescription drug insurance
Referral program
Retirement plan
Vision insurance

Responsibilities

Lead business development calling efforts
Initiate marketing activities for the territory
Ensure loans are underwritten in accordance with the Bank policy
Close and fund loans per approved terms
Manage portfolios and deliver an excellent client experience

Requirements

High School diploma required
Minimum of 3 years of commercial business development experience
Knowledge and understanding of applicable banking laws, regulations, and compliance requirements
Excellent written and verbal communication skills
Proficient in Microsoft Word, Excel, and various banking software
Ability to perform commercial and consumer credit analysis; knowledge of consumer and commercial loan documentation

Technologies

Microsoft Word
Microsoft Excel
Banking software

Other duties and responsibilities

Become active in both community and civic organizations
Be a positive advocate for the bank within the community

Job Type

Full-time

Work Location

In person

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2mo ago

Asset Based Lending Senior Business Development Officer

Bank of America Chicago, IL

Chicago, IL

2mo ago Closed

$175k - $240k/yr Full time Account Management Asset-Backed Finance Asset-Based Lending

This position is no longer accepting applications (closed Jun 8, 2026).

Job Description

Asset Based Lending Senior Business Development Officer in Chicago, onsite, focused on sourcing new financing opportunities, guiding deal teams through analysis and execution of ABL transactions, and building external referral networks.

Responsibilities

Originates asset based lending facilities for companies with annual revenue of $50 million or more.
Develops and expands profitable client relationships through proactive outreach, prospecting, and strengthening existing accounts.
Interprets financial statements and cash flow analyses to evaluate company performance and industry dynamics.
Collaborates with internal bank partners to tailor asset based lending solutions for clients and prospects.
Leads strategic discussions with complex clients on industry trends, alternative capital structures, and business issues.
Mentors peers and demonstrates leadership during deal cycles.
Adapts to evolving sales practices and shifting market conditions as needed.

Requirements

Direct calling experience with CEOs, CFOs, and managing directors.
Five or more years of asset-based lending experience.
Strong oral, written, and analytical/credit skills.
Willingness to travel for in-person meetings.
FINRA Series 7 and 63 licenses; if not currently licensed, must obtain within 180 days of start date.

Skills

Business Development
Negotiation
Sales Strategy
Client Management
Influence
Networking
Referral Identification
Oral Communications
Referral Management
Written Communications

Required Skills

Direct calling experience with CEOs, CFOs, and MDs.
Five or more years of asset-based lending experience.
Strong oral, written, and analytical/credit capabilities.
Willingness to travel for in-person meetings.
FINRA Series 7 and 63 licenses, with completion within 180 days if not currently held.

Desired Skills

Completion of a bank credit training program.

Minimum Education

Bachelor's degree or equivalent professional experience.

Shift

1st shift (United States of America)

Hours Per Week

40 hours per week

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Loan Originator Sales Jobs

SBA Business Development Officer

Business Development Officer

Professional/Executive Business Development Officer

Asset Based Lending Senior Business Development Officer

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