Business Development Officer - Capital Finance

UMB Bank
Orange County, CAFULL_TIMEPosted Jun 18, 2026

Role responsibilities

The Business Development Officer is responsible for originating loans, negotiating transaction terms, and maintaining relationships with referral sources. This role also involves assisting in the underwriting process and seeking Executive Management approval for new client transactions.

Requirements

Candidates must possess a bachelor's degree or equivalent experience, along with 3 years of credit and sales experience in a banking or finance environment. Strong communication skills and proficiency in marketing tools are also required.

Key skills

Loan Origination, Negotiation, Relationship Management, Underwriting, Sales, Marketing, Financial Analysis, Communication, Analytical Skills, Organization, Attention to Detail, Microsoft Excel, Microsoft Word, Decision Making, Customer Outreach, Time Management

Keywords

Business Development, Capital Finance, Loan Origination, Credit Policy, Transaction Negotiation, Referral Sources, Underwriting Process, Financial Analysis, Sales Experience, Marketing Tools, Customer Outreach, Microsoft Excel, Microsoft Word, Analytical Skills, Relationship Management, Attention to Detail, Time Management, Decision Making

Want jobs like this matched to you?

Swoopd scores fresh postings against your résumé so you only see the matches that matter.

Get started free