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

📋 Description

• Cultivate and sustain effective relationships with banks, CPAs, attorneys, M&A advisors, investment bankers, PE firms, and other professional referral sources.

• Generate qualified financing opportunities in the range of $1M–$25M for the lower-middle market through a well-established network.

• Establish new referral channels that can consistently produce repeat deal flow.

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

• Oversee opportunities from the initial introduction and qualification stage through to closing.

• Collaborate closely with credit, underwriting, and leadership teams to create suitable financing solutions.

• Participate in industry events and networking opportunities to enhance the company's referral network.

⛳️ Requirements

• Demonstrated experience in business development, origination, or relationship management within commercial finance or a related financial services sector.

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

• Established connections with banks, CPAs, attorneys, investment bankers, M&A advisors, financial advisors, PE firms, or other professional referral partners.

• Proven track record of generating repeat business through professional referral relationships.

• Experience with lower-middle-market transactions, particularly in the $1M–$25M range.

• Strong grasp of commercial financing and lower-middle-market business dynamics.

• Exceptional skills in relationship building, communication, negotiation, and presentation.

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