Practice Finance Business Development Officer
About The Position
Summary: The Practice Finance Business Development Officer, understands the Healthcare financing (Doctors, Dentists and Veterinarians) market, to grow our Practice Finance Group Portfolio. Duties & Responsibilities: Drives business development activity across a specific geography working with external referral sources throughout the Healthcare Sector (COI's). Develops, qualifies, educates and maintains key COI's in order to receive loan referrals in market. Takes an assertive approach to lead development by building trust with COI's, attending trade shows and networking with affinity groups. Meet with potential Practice loan clients in the market, educate them on the potential right loan product that fits their business needs. Underwriting decision review and debate. Manages a pipeline of loans. Responsible for driving a minimum of $25mm in annual lending. Achieves Primary Banking Relationship metrics. May take leadership roles on team initiatives and/or mentoring roles. Works within a team environment and collaborates closely with internal partners. Presenting at various healthcare networking events throughout the market. Performs other duties as assigned.
Requirements
- Bachelor's Degree
- 5 years of sales experience with at least 3 years of Business Banking business development, credit and lending experience.
Nice To Haves
- Understanding of Financial documentation from IRS documentation to personal client financial detail
- Ability to translate a Cash flow analysis and communicate assessment to clients
- Excellent communication, customer service, and interpersonal skills with the ability to present in front of clients and COIs.
- Strong organizational skills with attention to detail.
Responsibilities
- Drives business development activity across a specific geography working with external referral sources throughout the Healthcare Sector (COI's).
- Develops, qualifies, educates and maintains key COI's in order to receive loan referrals in market.
- Takes an assertive approach to lead development by building trust with COI's, attending trade shows and networking with affinity groups.
- Meet with potential Practice loan clients in the market, educate them on the potential right loan product that fits their business needs.
- Underwriting decision review and debate.
- Manages a pipeline of loans.
- Responsible for driving a minimum of $25mm in annual lending.
- Achieves Primary Banking Relationship metrics.
- May take leadership roles on team initiatives and/or mentoring roles.
- Works within a team environment and collaborates closely with internal partners.
- Presenting at various healthcare networking events throughout the market.
- Performs other duties as assigned.
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
