Business Development Consultant

Responsibilities

• Support day-to-day execution of the Securities-Based Lending (SBL) program, including tracking pipeline activity, documentation, and follow-ups.
• Enter loan estimates and handle operations processes to review new submitted business.
• Work independently with little supervision and partner across the lending team to advance lending initiatives, resolve open issues, and help move high-priority opportunities forward.
• Assist with product workflows, advisor inquiries, and new opportunity sourcing.
• Maintain accurate records, project tracking, KPI, and reporting to ensure operational business continuity.
• Help monitor KPIs, evaluate utilization reporting, identify usage trends, and receive field feedback; document and summarize findings for the team to make product improvements.
• Deliver clear, actionable product materials to advisors — process guides, FAQs, toolkits — designed to build advisor confidence in lending programs.

Skills

• Demonstrated ability to learn new lending tools quickly, understand the full product lifecycle, and adapt to a fast‑growing product segment.
• Ideally have prior experience in financial services, specifically lending products (securities‑based lending, margin, credit‑based products, etc.).
• Strong attention to detail with the ability to deliver on tight turnaround times.
• Strong written and verbal communication skills; comfortable working with cross‑functional partners.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Copilot).
• Ability to pass a non‑registered fingerprint background check to qualify as a fingerprinted person under Client.

Qualifications

High school graduate

Since 1995, iTech Solutions Inc., has been providing IT Consulting and Direct Hire Services to the Insurance, Financial, Communications, Manufacturing and Government sectors with local offices in Connecticut, Minnesota, Colorado, Massachusetts, Tennessee, North Carolina, and New Jersey / Pennsylvania area. Our recruiting strategy is simple, if you want to find qualified IT professionals then use IT professionals to find them. So at iTech Solutions, our personnel are all career IT professionals with a wide range of IT experience. We can honestly say our staff understands the technologies, the complexities of finding and selecting the appropriate personnel and the pressures of running successful IT projects.