Business Development Officer - Capital Finance

UMB Financial
Phoenix, Los Angeles
Workplace: RemoteFull timeUSD 157,500 - 292,572 annuallyFunction: Business Development & PartnershipsEducation: bachelorsSkills: ["Independent judgment","Analytical thinking","Organization","Attention to detail","Written and verbal communication"]

Originate asset-based capital finance loans in line with company credit policy, including negotiating transaction price and structure within approval limits. Review and present transactions to Executive Management, build and maintain referral and influence-source relationships, and support underwriting from prospect through funding. Market to banks, CPAs, attorneys, private equity, business brokers, and national organizations, while producing prospect reports and visiting clients. Reports to the EVP/National Marketing Manager.

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UMB Financial
UMB Financial
10 months ago

Business Development Officer - Capital Finance

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Job Summary

Originate asset-based capital finance loans in line with company credit policy, including negotiating transaction price and structure within approval limits. Review and present transactions to Executive Management, build and maintain referral and influence-source relationships, and support underwriting from prospect through funding. Market to banks, CPAs, attorneys, private equity, business brokers, and national organizations, while producing prospect reports and visiting clients. Reports to the EVP/National Marketing Manager.
Location: Phoenix, Los Angeles
Workplace: Remote
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Originate loans consistent with the company’s credit policy.
  • •Negotiate price and structure of new transactions within set limits.
  • •Review and approve transactions, then present reports to Executive Management.
  • •Initiate and maintain relationships with referral sources and influence centers.
  • •Assist underwriting for new client proposals from prospect to client funding and seek Executive Management approval for new transactions.

Pay and Benefits

Salary: USD 157,500 - 292,572 annually
Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

Key Requirements

  • •Bachelor's degree or equivalent work experience.
  • •3 years credit experience plus 3 years sales experience in a banking, finance, or asset-based lending environment.
  • •Knowledge and experience using marketing tools and methods such as mailings and telemarketing.
  • •Ability to make independent, sound judgments and understand how decisions impact business lines and the organization.
  • •Intermediate to advanced Microsoft Excel and Word skills.
Experience:BankingFinanceAsset-based lending
Education:Bachelor's
Skills:Independent judgmentAnalytical thinkingOrganizationAttention to detailWritten and verbal communication
Tech Stack:Microsoft ExcelMicrosoft Word

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn