Source, structure, and close small business loans (up to $350K), with emphasis on equipment financing, leasing transactions, and small business term loans.
Develop and execute a disciplined sales plan to achieve monthly, quarterly, and annual production targets.
Build and manage a qualified pipeline across multiple channels (direct, referral, vendor).
Lead end-to-end deal execution including pre-screening, structuring, pricing, and closing.
Identify, recruit, onboard, and activate vendor partners (equipment dealers, distributors, and manufacturers).
Create joint business plans with key partners to increase penetration and volume.
Ensure a high level of responsiveness, transparency, and service throughout the customer lifecycle.
Conduct initial credit analysis including cash flow, collateral, and risk assessment.
Requirements
5+ years of experience in small business lending, equipment finance, leasing, or commercial sales.
Demonstrated success in meeting or exceeding sales and production goals.
Experience developing and managing referral or vendor partner networks.
Strong understanding of credit fundamentals and loan structuring.
Proven ability to source and close transactions in the $50K–$350K range.
Excellent communication, negotiation, and relationship management skills.
Self-starter with strong pipeline discipline and time management.
Background in fast-paced, production-oriented lending environments.
Bilingual (English & Spanish).
Benefits
Competitive salary commensurate with experience.
An environment that values work-life balance and monthly remote work reimbursements.
100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection).
90% company-funded dependent coverage (Based upon your plan selection) as well as Flexible Spending Accounts.
Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance and legal plans.
Tax deferred & Roth 403(b) Retirement Plan with employer match.