Business Development Officer (Select Customer),Sr. jobs in Toledo, OH

Business Development Officer (Select Customer),Sr. develops and implements select customer referral strategies in order to increase client satisfaction and portfolio growth for affluent professional customers. Responsible for initial relationship and follow-up with prospects. Being a Business Development Officer (Select Customer),Sr. represents the bank to current and prospective customers and communicates directly with them. Develops and executes marketing and sales strategies according to business objectives. Additionally, Business Development Officer (Select Customer),Sr. prepares and presents sales results to top management. Retains and expands existing customer relationships and acquires new customers. Typically requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Business Development Officer (Select Customer),Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Business Development Officer (Select Customer),Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Relationship Manager/Loan Officer II
  • Economic and Community Development Institute
  • Toledo, OH FULL_TIME
  • ECDI is a nonprofit organization, dedicated to serving underserved and underbanked small business owners. Our goal is to assure that every entrepreneur – regardless of where they came from, where they live, their gender or their race – has access to funding and the business mentoring services they need to succeed.
     
    We're based in Columbus, with offices in Cleveland, Cincinnati, Akron, Portsmouth, and Toledo. For small business clients in Ohio, Kentucky and Indiana, we serve a one-stop resource center.
     
    Our Recruiting Process:
    • 20-minute call with recruiter
    • 60-minute video call with panel interview
    • Job offer
     
    ECDI is looking for a Relationship Manager II for the Cleveland, Ohio market.
     
    Under the direction of the Director of Lending & Sales (Toledo), the Relationship Manager II is responsible for sourcing new clients, as well as interfacing with existing clients. This position will offer counseling and solution support to small business owners and entrepreneurs who seek funding for small business projects. A Relationship Manager II will conduct outreach to develop new lending opportunities within their market area and work with their established relationships to develop interest in ECDI lending and programs. This position supports all of ECDI and its Client Services.
     
    This position is a hybrid role that will split time in-office and in-person with clients with the flexibility to work from home part of the time, as determined by manager and business needs. This role requires approximately 50% local travel to meet with clients and ECDI partners, with occasional travel to other events and sites in Ohio.
     
    Candidates for this position must be located in the Toledo, Ohio area.
     
    Responsibilities:
     
    Before the Loan Process:
    • Work with clients to gather and synthesize information pertinent to approving and funding a commercial loan application such as business plans, financial statements, credit data, etc.
    • Gather data necessary to complete application package and source documents for credit analysis of all loan applicants.
    • Provide and document technical assistance to applicants while reviewing the application materials and supporting documentation as well as helping the credit team prepare the credit memorandum.
    • Initiate contact with prospective loan applicants to determine if loan qualification standards are met.
    • Develop and maintain referral sources of prospective small businesses located within target communities and in need of financing.
    • Work with community partners, centers of influence, funding partners, and other small business ecosystem key stakeholders to expand ECDI’s presence and brand awareness in the market.
    • Expand ECDI’s network throughout Lucas and surrounding counties.
     
    During the Loan Process:
    • Coordinate with the underwriting and processing teams to prepare necessary reporting information (such as the request or need for credit, feasibility, and viability of success of the business, capacity to repay the loan, the degree of risk involved in extending the loan) and provide recommendations.
    • Negotiate any remaining loan structuring elements.
    • Prepare loan package for funding.
    • Prepare and deliver a commitment letter to the applicant.
    • Package the loan documents per the loan closing checklist once the commitment letter is signed and all required documents are received.
    • Complete the loan closing process with borrowers.
     
    After the Loan Process:
    • Provide continued support to clients by supporting their post loan requests and conducting technical assistance on an ongoing basis.
    • Assist in portfolio management with servicing issues and borrower relationships during the entire life of the loan, including but not limited to collections, modifications of collateral, site visits, and annual reviews.
    • Responsible for meeting individual loan production goals established by the V.P. of Lending.
     
    Other:
    • Ensure excellence in customer service externally and internally.
    • May be asked to attend non-work hours events or meetings as it relates to engaging and representing ECDI’s mission, cultivating community partners, and promoting lending activities.
    • Record notes and data entry into CRM system, including pre- and post-loan tracking, technical assistance provided, collections, and other notes about client relationships.
    • Maintain a thorough working knowledge of and adheres to all ECDI policies and procedures.
    • Perform other related activities, as required, to assure program/department success.
     
    Minimum Qualifications:
     
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the knowledge, skills, and/or abilities required.
     
    Knowledge, Skills and Abilities:
    • Comprehensive knowledge of standard office practices, procedures, equipment, and techniques.
    • Excellent business development, outreach and strong client follow-up skills.
    • Must be able to engage in a professional manner with potential borrowers, existing borrowers, and community partners.
    • Strong financial and business accounting skills.
    • Familiarity with specific market area preferred.
    • Has a broad knowledge and understanding of how a small business operates.
    • Computer Skills - Experience with and knowledge of computer operation; knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.).
    • Ability to build and maintain business relationships with clients.
    • Familiarity with CRM software and/or Salesforce preferred.
    • Must have a developed network of centers of influence, community partners, and referral partners.
     
    Education and/or Experience:
    • Associate degree in business, finance, or a related field.
    • 3-5 years of lending experience with small businesses.
    • Strong Experience in lending or credit training.
    • Experience with coaching/counseling a business, providing technical assistance, and/or business support.
    • Prior related experience in the non-profit and/or public sector preferred.
    • Experience with SBA loans and/or more complex commercial loans which fund business acquisitions and purchase of commercial real estate.
    Special Requirements:
    • This role requires approximately 50% local travel to meet with clients and ECDI partners, with occasional travel to other events and sites in Ohio.
     
    Other:
    • This position is a hybrid role that will split time in-office and in-person with clients with the flexibility to work from home part of the time, as determined by manager and business needs.
    • Must have access to transportation in order to travel to and from the office and to meet with clients.
    • Typically, the employee must be able to remain in a stationary position 50% or more of the time. The person in this position will occasionally move about inside the office to access file cabinets, office machinery, etc., and operate a computer and other office productivity machinery such as a copy machine and computer printer.
    • Positions self to move items up to 15 pounds, such as printer paper boxes across the office as needed.
    • Must avoid risks found in the typical office setting, which is adequately lighted, heated, and ventilated, e.g., safe use of office equipment, avoiding trips and falls, observing fire regulations, etc.
    • Requests for reasonable accommodation will be considered.
     
    Benefits
     
    ECDI offers a holistic benefits package that reflects how much we value our employees. Benefits include:
     
    • Healthcare (including qualified dependents)
    • Health Reimbursement Arrangement (HRA)
    • Dental Coverage
    • Vision Coverage
    • Pet Benefits
    • Life Insurance, STD, LTD
    • 401(k) Plan
    • Educational assistance program
    • A generous time off package
    • Take your Birthday off - Its paid!
    • Hybrid Environment (during business hours)
     
    ECDI is a Public Service Loan Forgiveness (PSLF) qualified employer.
     
    Commitment to Diversity and Inclusion
     
    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We are committed to attracting and retaining diverse talent while providing learning and professional advancement opportunities for our employees. We strive to advance our mission and bring equitable opportunity to all those we serve and employ.
     
    The Economic and Community Development Institute is an Affirmative Action Employer and members of underrepresented communities and demographics are particularly encouraged to apply, including women, people of color, LGBTQ and people with disabilities. 
     
     
     
    Hybrid remote/in-office
    #LI-Hybrid
     

  • 4 Days Ago

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Business Development Manager - Precision
  • WAUSEON MACHINE AND MFG, INC
  • Wauseon, OH FULL_TIME
  • Core Responsibilities: Identify, pursue, and solicit new sales opportunities for assigned and prospective customer accounts. Qualify new customers and projects to ensure a strong alignment between Wau...
  • 15 Days Ago

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Director, Business Development and Marketing
  • andersonsinc
  • Maumee, OH FULL_TIME
  • For assistance on how to apply, please click here Job Description: Position Overview Directs and leads all aspects of sales, strategic marketing, and business development functions for a major line of...
  • 19 Days Ago

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Business Development Manager (FT)
  • Sysco Houston
  • Northwood, OH FULL_TIME
  • Business Development Manager- Territory: Cincy/Indy/LouisvilleCompany: US1079 Buckhead Meat Midwest, Inc.-Ohio Division.Sales Territory: Territory: Cincy/Indy/Louisville.Zip Code: 43619.Travel Percent...
  • 20 Days Ago

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Business Development Assistant
  • Rudolph Libbe Group
  • Walbridge, OH FULL_TIME
  • JOB LOCATION Walbridge, OH JOB CATEGORY Busness Development We are in search of a Business Development Assistant for our Walbridge, Ohio office. The Business Development Assistant will lead the client...
  • 20 Days Ago

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Director of Business Development
  • UHS
  • MAUMEE, OH FULL_TIME
  • Responsibilities Director of Business Development Opening Arrowhead Behavioral Health is a private behavioral health treatment facility located just outside of Toledo in historic Maumee, Ohio. We are ...
  • Just Posted

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0 Business Development Officer (Select Customer),Sr. jobs found in Toledo, OH area

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Business Development Specialist
  • F McConnell and Sons
  • Adrian, MI
  • Job Description Job Description McConnell’s Business Development Specialist inform and educate potential customers on ou...
  • 4/24/2024 12:00:00 AM

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Business Development New Business
  • Satelytics Inc
  • Perrysburg, OH
  • Job Description Job Description We are seeking a Business Development New Business to join our team! You will resolve cu...
  • 4/24/2024 12:00:00 AM

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Sales Manager, Plastics
  • Midland Recruiters
  • Toledo, OH
  • Growing plastics company with multiple manufacturing locations has an exciting opportunity available in the Toledo, OH a...
  • 4/24/2024 12:00:00 AM

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Business Development Representative - Customer service
  • A. H. Jamra Co.
  • Toledo, OH
  • Job Description Job Description A H Jamra Inc is a wholesale distributor specializing in servicing convenience stores an...
  • 4/22/2024 12:00:00 AM

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Sales New Business Development
  • A. H. Jamra Co.
  • Sylvania, OH
  • Job Description Job Description A H Jamra Inc is a wholesale distributor specializing in servicing convenience stores an...
  • 4/22/2024 12:00:00 AM

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Business Development Manager- Automotive Manufacturing
  • RECARO Automotive North America, Inc.
  • Clinton, MI
  • RECARO Automotive is a global leader in performance and comfort automotive seating. With 425 employees operating in 3 ma...
  • 4/21/2024 12:00:00 AM

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Director of Business Development
  • Arrowhead Behavioral Health
  • Maumee, OH
  • Director of Business Development Opening Arrowhead Behavioral Health is a private behavioral health treatment facility l...
  • 4/20/2024 12:00:00 AM

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Business Development
  • Midwest Disaster Restoration LLC
  • Toledo, OH
  • Job Description Job Description Business Development experience -- restoration and mitigation industry (Water, Fire, Mol...
  • 4/20/2024 12:00:00 AM

Toledo (/təˈliːdoʊ/) is a city in and the county seat of Lucas County, Ohio, United States. Toledo is in northwest Ohio, at the western end of Lake Erie bordering the state of Michigan. The city was founded in 1833 on the west bank of the Maumee River, and originally incorporated as part of Monroe County, Michigan Territory. It was re-founded in 1837, after conclusion of the Toledo War, when it was incorporated in Ohio. After the 1845 completion of the Miami and Erie Canal, Toledo grew quickly; it also benefited from its position on the railway line between New York City and Chicago. The first...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Business Development Officer (Select Customer),Sr. jobs
$123,814 to $152,821
Toledo, Ohio area prices
were up 1.3% from a year ago