View all jobs

Business Development Officer, Vice President

Houston, TX
VP Large Loans and SBA 7a Community Advantage Lending 
      Dallas - Houston - San Antonio

As the VP Large Loans and SBA 7a Community Advantage Lending, you will be a key partner in our ability to execute LiftFund's Mission.   To be a Lifter is to believe- that no matter their background- financial access doors should be open for everyone.  We are among the leading Community Development Financial Institutions (CDFI) that have a coveted Four-Star impact rating from Aeris. We support entrepreneurs--that work hard every day--to create a better life for themselves and their families, while providing jobs and services to the communities they serve.  Lifters are working across 14 states to provide affordable, responsible credit, create and sustain jobs, and stabilize communities. Our work transforms lives! 
LiftFund is recognized locally and nationally for our innovation, advisory services, and ability to be at the forefront of redefining the financial services industry at the community level. If you are looking for an opportunity to impact your community—we just might have the role for you!!!

The VP Large Loans and SBA 7a CA is responsible for loan cultivation, advancement, and the growth of LiftFund’s small business lending portfolio.  This role is focused on outreach within the small business community, interfacing with banks, financial institutions, organizations, and the business community at large. The VP position is directly responsible for the cultivation, origination, and packaging of business loans over $100,000 up to $500,000.  This is a key business partner role; constantly examining and developing methods that increase LiftFund’s market presence, production, and processing efficiency. As a subject matter expert in the SBA 7a Community Advantage 7a loan product, the VP is relied upon to recommend and target ways to align small business loans to efficiently meet our client’s needs, thus ensuring customer satisfaction and increasing LiftFund’s market share and impact.  The VP will report to the Executive Vice President of Large Loans and SBA 7a CA.

Key responsibilities
  • Develop new and manage existing partnerships to produce Large loan / SBA 7a CA loan applications, meet monthly loan production goals
  • Successfully establish and maintain business relationships with bank partners, community leaders and current / potential borrowers
  • Effectively communicate with clients and internal departments
  • Serve as key relationship manager of loan applicants
  • Support, participate in packaging the required loan documentation with clients as needed
  • Assemble and provide complete loan packages for submission to underwriting staff
  • Effectively present completed loan packages over $100,000 to Loan Committee for review and consideration
  • Successfully manage the quality of your loan portfolio (delinquency and write-offs)
  • Conduct site, collection, and follow-up visits to current lending clients- conduct collateral inspections for loan applicants in your geography when feasible
  • Participate in loan closings
  • Confer with LiftFund’s Loan Committee and Underwriting Manager(s) concerning various issues of loan policy and overall credit quality of your portfolio

To qualify for the role, you must have
  • Bachelor’s Degree in business, finance or related field preferred. 
  • Minimum 5 years of direct small business lending experience, business development, and or sales experience including commercial real estate lending, fixed asset financing, working capital loans or accounts receivable financing
  • 2 years of experience with the SBA 7A
  • Experience in supporting delinquency and collections on past due activities on loan payments
  • Able to speak, define, and represent financial topics and credit analytics
  • A strong sense of ownership, accountability, critical thinking skills; must also be able to work successfully in an autonomous environment
  • Excellent verbal and written communication skills that can drive action and influence decision making activity
  • Experience with client relationship management (CRM) software
  • Experience with Microsoft Office suite; particularly Word, PowerPoint and Excel

It Would Be Great If You Had
  • In-depth knowledge of underwriting
  • Bilingual (Spanish/English)

What We Offer
A competitive salary and benefit package coupled with an opportunity to work with LiftFund’s energetic small business team dedicated to our customers, striving to be better and leading with integrity!

Check us out on Linkedin and at Liftfund.com.   Apply here or at our website.

LiftFund provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Powered by