Director of Private Credit Origination – Referral Partnerships

This is a fully remote position, open to applicants in Alabama, +21 more states.

📋 Description

• Cultivate and sustain effective relationships with banks, CPAs, attorneys, M&A advisors, investment bankers, private equity firms, family offices, independent sponsors, financial advisors, and other professional referral sources.

• Generate qualified financing opportunities ranging from $1M to $25M in the lower-middle market through an established professional network.

• Develop and enhance referral channels that can deliver consistent and repeatable deal flow.

• Reconnect with existing professional relationships and forge new strategic referral partnerships.

• Showcase the company's alternative financing solutions to referral partners and potential borrowers.

• Identify financing opportunities and assess their compatibility with the company's credit profile and available solutions.

• Oversee opportunities from the initial introduction and qualification stages through underwriting, structuring, and closing.

• Collaborate closely with credit, underwriting, and leadership teams to create suitable financing structures for potential borrowers.

• Ensure ongoing communication with referral partners throughout the financing process.

• Participate in industry conferences, networking events, and professional gatherings to broaden the company's referral network.

• Independently manage and expand a portfolio of referral relationships and originated opportunities.

⛳️ Requirements

• Demonstrated experience in business development, origination, strategic partnerships, relationship management, underwriting, credit, or portfolio management within commercial finance or a related financial-services domain.

• Background in private credit, ABL, factoring, commercial finance, SBA lending, equipment finance, commercial banking, M&A/advisory, investment banking, or a similar field.

• Established connections with professional referral sources including banks, CPAs, attorneys, investment bankers, M&A advisors, financial advisors, private equity firms, family offices, independent sponsors, or other financial intermediaries.

• Proven ability to generate or influence repeat deal flow through professional relationships.

• Experience with lower-middle-market companies and financing transactions, preferably within the $1M to $25M range.

• Strong knowledge of commercial credit, financing structures, and the requirements of lower-middle-market businesses.

• Capable of identifying, qualifying, and effectively communicating financing opportunities.

• Excellent relationship-building, communication, negotiation, and presentation skills.

• Self-driven and adept at independently developing and managing a portfolio of business.

🏝️ Benefits

• 100% employer-paid Cigna medical coverage for employees and eligible dependents.

• 100% employer-paid basic life insurance.

• Options for dental and vision insurance.

• Flexible spending benefits.

• Commuter benefits.