Remote Capital Finance Biz Dev Officer

UMB Bank; Topeka (KS); Remote; USD 177,000 - 260,000; Full time

Benefits offered by this job

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings

Tuition reimbursement

Job summary

UMB Bank is seeking a Business Development Officer – Capital Finance to originate loans, negotiate terms, and oversee transactions from prospect to funding. You will build relationships with referral sources and assist in underwriting, reporting to executives as needed, while targeting banks, CPAs, attorneys, and PE firms across national markets.

You will leverage marketing tools and strong analytical skills to read financials, manage timelines, and deliver competitive financing solutions in a

Qualifications

• Bachelor's Degree or equivalent work experience required.
• 3 years credit experience with 3 years sales experience in a banking, finance or asset-based lending environment.
• Strong knowledge of marketing tools and outreach methods (mailings, telemarketing, etc.).
• Ability to make independent, sound judgments and understand their business impact.
• Ability to read and interpret financial and budgetary documents.
• Excellent verbal and written communication skills.

Responsibilities

• Originate loans in line with credit policy.
• Negotiate price and structure of new transactions within limits.
• Review and approve transactions before reporting to Executive Management.
• Develop and maintain relationships with referral sources and influence centers.
• Assist in underwriting of new client proposals from prospect to funding.
• Seek approval from Executive Management for new client transactions.
• Market to banks, CPAs, attorneys, private equity, financial firms, and national organizations.
• Visit prospective clients and produce reports for new prospects; attend meetings.
• Perform other duties as assigned.

Skills

Credit experience

Sales experience

Marketing outreach

Decision making

Financial reading

Excel/Word proficiency

Education

Bachelor's Degree or equivalent

Job description

UMB Bank is seeking a Business Development Officer – Capital Finance to originate loans, negotiate terms, and oversee transactions from prospect to funding. You will build relationships with referral sources and assist in underwriting, reporting to executives as needed, while targeting banks, CPAs, attorneys, and PE firms across national markets.

You will leverage marketing tools and strong analytical skills to read financials, manage timelines, and deliver competitive financing solutions in a