The Business Development Officer (BDO) for the Deathcare / Funeral Home Lending segment is responsible for generating high‑quality loan production and expanding the Practice Finance portfolio nationally.
Focus on developing strategic relationships with Centers of Influence (COIs) and industry professionals across the Deathcare sector—including funeral homes, crematories, cemeteries, and related service providers.
Identifies prospective borrowers, evaluates financing needs, and delivers lending solutions that support business acquisition, expansion, real estate financing, succession, and other capital needs.
Leads national business development efforts within the Deathcare and Funeral Service industry, establishing a consistent pipeline of high‑quality loan opportunities.
Identifies, qualifies, develops, and maintains relationships with key COIs, including brokers, consultants, accountants, valuation firms, and trade groups.
Manages an active pipeline of loan opportunities, ensuring timely progression from inquiry through underwriting and funding.
Works closely with internal stakeholders including underwriting, credit, operations, marketing, and leadership teams to ensure efficient execution and exceptional client experience.

Bachelor’s Degree
Minimum 5 years of sales experience, including at least 3 years in Business Banking, Commercial Lending, or Specialty Lending with demonstrated success in business development.
Strong understanding of IRS tax documentation, financial statements, and personal/business financial analysis.
Ability to analyze cash flow and communicate financial insights clearly to clients and referral partners.
Excellent communication, presentation, and interpersonal skills with the ability to build trust and credibility across a national market.
Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast‑paced environment.

Practice Finance Business Development Officer – Deathcare

Key skills