Remote SBA Loan Origination & Partnerships Lead

Accion Opportunity Fund Community Development; United States; Remote; USD 100,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Monthly remote work reimbursements

100% company-funded Medical, Dental, V

Vision coverage

Life & Disability coverage

Retirement plan with employer match

Paid time off and holidays

Job summary

Accion Opportunity Fund is seeking an experienced MBA Business Development Officer to originate SBA 7(a) loans up to $350,000 by developing referral partnerships and COIs, including CPAs, attorneys, brokers, and financial advisors. The role emphasizes relationship-driven growth and industry development across healthcare, food & beverage, trade, and manufacturing sectors.

You will source and close loans, manage a robust pipeline, collaborate with underwriting, and represent the organization at

Qualifications

• 5+ years of SBA lending, commercial banking, or small business lending.
• Proven success originating SBA 7(a) loans and exceeding production goals.
• Established network of COIs that generate referral opportunities.
• Strong relationships within healthcare, food & beverage, trade, and manufacturing industries.
• Thorough understanding of SBA lending programs, credit analysis, and loan structuring.
• Proven ability to develop new business through relationship management and consultative selling.
• Excellent communication, presentation, negotiation, and networking skills.
• Self-motivated with exceptional pipeline management and organizational skills.
• Experience working in a fast-paced, production-oriented lending environment.

Responsibilities

• Source, structure, and close SBA 7(a) loans up to $350,000.
• Develop and execute a disciplined sales strategy to meet monthly, quarterly, and annual production goals.
• Build and manage a robust pipeline through direct prospecting, referral partners, and COIs.
• Guide borrowers through the financing process from initial consultation through closing.
• Maintain strong conversion ratios while ensuring an exceptional customer experience.
• Develop and strengthen relationships with COIs including CPAs, attorneys, business brokers, financial advisors, and commercial real estate professionals.
• Build strategic partnerships that generate a steady flow of qualified SBA lending opportunities.
• Represent the organization at networking events, trade associations, industry conferences, and community organizations.
• Serve as a trusted financing resource for referral partners and clients.
• Leverage industry expertise to identify lending opportunities in healthcare, food & beverage, trade, and manufacturing.

Skills

SBA lending

Relationship building

Sales / business development

Networking

Credit analysis

Job description

Accion Opportunity Fund is seeking an experienced MBA Business Development Officer to originate SBA 7(a) loans up to $350,000 by developing referral partnerships and COIs, including CPAs, attorneys, brokers, and financial advisors. The role emphasizes relationship-driven growth and industry development across healthcare, food & beverage, trade, and manufacturing sectors.

You will source and close loans, manage a robust pipeline, collaborate with underwriting, and represent the organization at