Director of Private Credit Origination – Referral Partnerships

This is a fully remote position, open to applicants in Alabama, +20 more states.

📋 Description

• Cultivate and sustain strong 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 in the $1M–$25M lower-middle-market range through an established professional network.

• Develop and enhance referral channels capable of producing consistent and repeatable deal flow.

• Reconnect with existing professional relationships while forging new strategic referral partnerships.

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

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

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

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

• Ensure continuous 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 the commercial finance sector or a related financial-services field.

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

• Established connections with professional referral sources such as 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 working with lower-middle-market companies and financing transactions, ideally within the $1M–$25M range.

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

• Capability to identify, qualify, and effectively communicate financing opportunities.

• Strong skills in relationship-building, communication, negotiation, and presentation.

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

🏝️ Benefits

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

• 100% employer-paid basic life insurance.

• Dental and vision insurance options.

• Flexible spending benefits.

• Commuter benefits.