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CDC Small Business Finance · 10 hours ago

Loan Officer

United States

Full-time

Remote

Entry Level

$75K/yr - $80K/yr

1+ years exp

CDC Small Business Finance is part of Momentus Capital, aiming to transform capital access for communities. The Loan Officer will develop loan prospects and establish a referral network, engaging with various stakeholders to support small businesses in securing credit.

FinanceFinancial Services

Growth Opportunities

No H1B

Responsibilities

Effective community outreach is vital at the outset to ensure success in this role. Proactively engage with centers of influence (COIs), such as banks, non-bank lenders, small business support organizations, networking groups, government agencies, and other key stakeholders, to establish meaningful connections and create opportunities to serve entrepreneurs seeking credit

Develop invitation opportunities for speaking engagements to groups or individuals that will yield loan leads and expand the loan referral network within the assigned territory

Represent CDC at business and industry events

Review basic financial data (tax returns and financial statements) to pre-qualify and analyze loan applications for eligibility and credit worthiness using CDC credit guidelines and spreadsheet tools

Qualification

Sales experienceCommercial credit knowledgeNetworking skillsMicrosoft OfficePresentation skillsBachelor’s degreeSpanish proficiency

Required

Bachelor's degree in business, marketing, economics or finance related field from a recognized college or university – or – equivalent qualifying experience in sales

Minimum 1-2 years of sales experience, preferably in finance products or services

General knowledge of commercial or small business credit, preferably in a mission based or SBA loan department

Market connections and network of business contacts

Working knowledge of Microsoft office

Excellent sales techniques and presentation skills with an ability to educate key audiences on a variety of lending programs and advantages to working with CDC

Proven track record of prospecting new businesses and developing referral networks

Possession of a valid Driver's License

Candidates must be located in the San Diego metropolitan area

All employees must be legally authorized to work in the United States