Cg: Business Development Officer - 65042009138

Somewhere; Xico; Remote; MXN 18,000 - 27,000; Full time

Job summary

Everbridge is seeking a Sales Lead Generation Specialist/BDR to originate SBA loan opportunities remotely from Latin America. You will source clients, sell buy-side consulting agreements, and develop referral networks with brokers, CPAs, and owners.

You will manage deals end-to-end—from qualification to funding—while maintaining a robust pipeline and ensuring compliance with SBA guidelines. This role offers strong uncapped earning potential and flexible arrangements.

Qualifications

• Originating SBA 7(a) and/or 504 loans
• Demonstrated production history—annual funded volume and deal count
• Knowledge of SOP 50 10 8 changes and related rules
• Understanding equity injection rules, seller notes, and change of ownership
• Ability to discuss structuring with business owners without a credit officer in the room

Responsibilities

• Source SBA loan opportunities in $250k–$5,000,000 range, focusing on acquisitions
• Build and maintain a referral network across brokers, M&A advisors, CPAs, wealth managers, attorneys
• Qualify deals: viability, borrower credit, equity sources, DSCR feasibility, eligibility
• Match transactions to lenders based on appetite, structure, industry, speed
• Prepare or coordinate complete, credible submission packages
• Manage borrower and lender relationships through underwriting, approval, closing
• Maintain accurate pipeline data in HubSpot
• Execute SBA Form 159 for applicable transactions and SBA rules
• Represent Everbridge at industry events and referral sources

Skills

SBA lending knowledge

Referral network building

Deal qualification

Pipeline management

Lender relationship building

HubSpot proficiency

Tools

HubSpot

Lender portals

Job description

Position : Sales Lead Generation Specialist/BDR

Work Hours (Client) : Monday to Friday, 40 hours per week (Flexible)

Pay Range : 1000-1500/ month (varies based on skill set and experience level);
$100 per consulting agreement sold (Commissions are earned when Everbridge receives and clears the corresponding fee, and paid on the next scheduled cycle. Full details will be included in the contract)

Location of Search : Latin America

Work Location : Remote

Company Overview:

The company is a commercial finance intermediary specializing in SBA-guaranteed financing. They source, structure, and place 7(a) and 504 transactions with a network of national and regional SBA lenders — with particular depth in business acquisition financing, including partial buyouts, change-of-ownership transactions, and search-fund and independent-sponsor deals.

They are not a lender. They are the party that gets a deal properly structured, matched to the right lender's credit box, and driven to a funded close. Their value is judgment and lender relationships, not volume for its own sake.

Role Overview:

They are adding a Business Development Officer to originate SBA loan opportunities. This is a producer role for someone who already has a referral network and knows how to work it — not a role where we hand you a lead list and a script.

You will own your pipeline end to end: sourcing clients and selling a $2,500 - $3,000 buy side consulting agreement, sourcing referral relationships, qualifying opportunities against real lender appetite, and shepherding files from initial conversation to funding. Uncapped earnings, no territory ceiling, and no artificial constraints on how you build your book.

Duties and Responsibilities:

• Source SBA 7(a) and 504 loan opportunities in the $250,000 to $5,000,000 range, with an emphasis on business acquisition and change-of-ownership transactions
• Build and maintain a referral network across business brokers, M&A advisors, CPAs, wealth managers, franchise consultants, attorneys, and direct small-business owners
• Conduct initial qualification: deal viability, borrower credit profile, equity injection sources, DSCR feasibility, and eligibility screening
• Match transactions to the right lender within Everbridge's network based on credit appetite, structure tolerance, industry preference, and speed
• Prepare or coordinate preparation of complete, credible submission packages
• Manage the borrower and lender relationship through underwriting, approval, and closing — you stay on the file
• Maintain accurate, current pipeline data in HubSpot
• Execute SBA Form 159 for every applicable transaction and comply fully with SBA agent conduct rules
• Represent Everbridge at industry events, broker networks, and referral-source functions

Minimum Qualifications:

• Originating SBA 7(a) and/or 504 loans, at a lender, CDC, or brokerage
• Demonstrated production history — be prepared to discuss annual funded volume and deal count
• Working knowledge of SOP 50 10 8 and the SOP 50 10 8.1 changes effective October 1, 2026, including the 1.25x DSC floor on initial acquisitions, the $3M Quality of Earnings threshold, and revised investor-equity treatment
• Command of SBA eligibility, structure, and credit fundamentals: equity injection rules, seller notes and standby treatment, change-of-ownership requirements, collateral and life insurance requirements, personal guaranty thresholds
• Ability to have a substantive structuring conversation with a business owner without a credit officer in the room

Preferred Qualifications:

• An existing, active referral network you can bring with you, subject to any enforceable obligations to prior employers
• Experience with partial buyouts and 80/20-style ownership structures
• Existing relationships with active national SBA lenders
• NAGGL training or comparable formal SBA credentials
• Experience with self-funded search, ETA buyers, or independent sponsors
• Fluency in HubSpot and lender portals
• Prior credit or packaging experience — you can spot a dead deal before the lender does

Performance Expectations

• Ramp period: first [90] days for network activation and pipeline build
• Sustained non-production may result in termination of the engagement per the terms of the agreement