Business Development Officer - Capital Finance

Responsibilities

• Originating loans consistent with the Company's credit policy
• Negotiating price and structure of new transactions within set limits
• Reviewing and approving all transactions before reporting to Executive Management
• Initiating and maintaining relationships with referral sources and influence centers
• Assisting in the underwriting process of new client proposals from prospect to client funding
• Soliciting approval from Executive Management for new client transactions
• Making presentations to referral sources including banks, CPAs, attorneys, private equity firms, financial firms, business brokers, and national organizations
• Visiting prospective clients
• Producing reports needed for new prospects and attending regularly scheduled meetings

Requirements

• Possess a bachelor's Degree or equivalent work experience
• Have 3 years credit experience with 3 years sales experience in a banking, finance, or asset-based lending environment
• Demonstrate knowledge and experience in the use of marketing tools and methods, including mailings, telemarketing, and other forms of customer outreach
• Make independent and sound judgments and decisions and have an understanding of how decisions affect business lines and the organization as a whole
• Read and interpret financial and budgetary documents
• Possess professional verbal and written communication skills
• Be analytical, highly organized, pay attention to detail, handle frequent interruptions with ease, and enjoy a fast-paced work environment
• Meet firm timelines and work under pressure
• Show self-motivation and a sense of urgency
• Display intermediate to advanced skills in Microsoft Excel and Word

Qualifications

• Must be willing to relocate to Phoenix, AZ or Los Angeles, CA metropolitan areas

Benefits

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits.