出海雷达

业务发展官员 - 全国范围

Business Development Officer - Opportunities Nationwide

市场运营限定地区(需当地身份)
公司Celtic Bank
薪资未公开
工作地点United States
地域资格限定地区(需当地身份)
时区要求日间重叠约 9 小时,基本正常作息
用工类型Full Time
发布时间11 天前
数据来源Himalayas
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注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。

你是否是顶尖的SBA销售人员,希望增加收入?是否对目前的情况感到沮丧,想要探索新的机会?在Celtic Bank,我们的业务发展官员是经过验证的行业佼佼者,他们真正热衷于帮助客户获得适合其小企业的智能融资。Celtic Bank的业务发展官员可以选择专注于本地市场,或通过经批准的推荐渠道在全国范围内工作。我们极具竞争力的激励计划,加上全套金融产品,为高收入潜力提供了机会。Celtic Bank还提供全面的营销和运营支持,以帮助实现业务计划目标,并最重要的是,为合作伙伴和小企业客户提供良好的服务。

职位概述
业务发展官员负责监督所有与小型企业管理局(SBA)客户关系相关的方面,包括业务开发、风险管理、运营、承销和关系管理。

关键职责摘要

  • 为全国的小型企业发起SBA贷款、设备租赁和基于资产的贷款(ABL)融资交易。
  • 与直接面向小企业主的客户和经纪人建立并培养关系。
  • 利用网络和推荐来获取业务线索,并识别潜在的小企业主借款人。
  • 在指定的地点和市场中开发和扩展市场渗透率。
  • 展示Celtic Bank创业贷款理念的价值及其在全国范围内满足小企业主需求的能力。
  • 与首席业务发展官及Celtic Bank的市场团队合作,制定和开发营销和销售策略。
  • 获取线索,完成融资申请,将贷款资料提交给承销部门,并向信贷委员会展示贷款信用情况。
  • 识别目标市场的信贷机会并提出资金解决方案。
  • 在贷款获批后获得客户签署的承诺,并与银行的运营团队协调交易的资金安排。
  • 实现年度生产目标。
  • 积极使用Salesforce和其他支持性来源系统来支持交易流程。

要求
基本教育和经验

  • 学士学位或同等的工作经验。
  • 金融服务业五年以上的销售经验。
  • 强烈的S
查看英文原文

Are you a top SBA producer looking to expand your income? Are you frustrated with your current situation and want to explore new horizons? At Celtic Bank, our Business Development Officers are proven, top industry performers who genuinely have a passion to help customers obtain smart financing for their small businesses. Celtic Bank Business Development Officers have the option of focusing locally and/or working nationally through approved referral sources. Our extremely competitive incentive plan combined with full suite of financial products provides opportunity for high earnings potential. Celtic Bank also provides full marketing and operational support to help meet business plan objectives and most importantly to properly service our partners and small business customers.
Job Summary
The Business Development Officer is responsible for oversight of all aspects of Small Business Administration (SBA) customer relationships including business development, risk management, operations, underwriting and relationship management.
Summary of Essential Job Functions

  • Originate Small Business Administration (SBA) loans, equipment leasing and Asset-Based Lending (ABL) financing transactions for small businesses nationwide.
  • Develop and cultivate relationships with customers and brokers who market directly to small business owners.
  • Utilize networking and referrals to generate business leads and identify potential small business owner borrowers.
  • Develop and expand market penetration in assigned locations and markets.
  • Demonstrate the value of Celtic Bank’s entrepreneurial lending philosophy and its ability to serve the needs of small business owners nationwide.
  • Develop marketing and sales strategy in collaboration with the Chief Business Development Officer and Celtic Bank’s marketing group.
  • Generate leads, develop completed financing applications, submit loan packages to underwriting and present loan credits to Credit Committee.
  • Recognize target market credit opportunities and present funding solutions.
  • Obtain customer-signed commitments after loan approval and coordinating the funding of transactions with the Bank’s Operations Group.
  • Achieve annual production goals.
  • Active use of Salesforce and other supporting origination systems to support deal flow.

Requirements
Basic Education and Experience

  • Bachelor’s degree or equivalent work experience.
  • Five or more years of sales experience in the financial services industry.
  • Strong SBA industry experience preferred

Addtional Required Skills and Experience

  • Proven sales ability in serving the financial needs of Small Business Owners with ability to expand business opportunities.
  • Proven production of $10MM to $12MM+ per year over the previous three years.
  • Marketing and risk management experience.
  • Strong credit and commercial lending skills.
  • Working knowledge of financial statements, cash flow analyses and loan structuring.
  • Basic understanding of the SBA Loan Program.
  • Exceptional interpersonal, verbal and written communication skills.
  • Strong account relationship management and business development/b2b sales skills.
  • Active referral network preferred.
  • Position may be based in preferred national location.

Benefits

  • TEAM LEAD OPPORTUNITIES AVAILABLE!!!!
  • Aggressive financial incentives for performance
  • Medical, dental, vision
  • 401(k) with employer match
  • Life and long-term disability coverage
  • HSA and FSA plans
  • Holidays and paid time off requests
  • Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.)

Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2025! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans.
Celtic Bank is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
Physical and Other Requirements
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
  • Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.
  • Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English.
  • Work Model: The employee in this position will work either a fully Onsite, Hybrid or Remote work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions.

Originally posted on Himalayas

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