Lender Relations

Lender Relations Sales Jobs

2 jobs found

6d ago

Title Insurance Business Development Officer

Investors Title Insurance Company Columbus, OH

Columbus, OH

6d ago

Full time Account Management B2B Business Development

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Job Description

Investors Title Insurance Company offers a hybrid, Columbus, Ohio based opportunity for a Title Insurance Business Development Officer. This client facing role focuses on growing the Ohio title insurance business by building trusted partnerships with realtors, lenders, builders, and other referral sources. Travel within the assigned region is expected, and you will collaborate across teams to deliver strong outcomes.

Join a collaborative environment that values relationship building, ongoing professional development, and active participation in community and industry events. The right candidate will thrive in a role that combines strategic planning with hands-on relationship management and cross-functional teamwork.

What you'll do

Implement strategic plans to achieve monthly targets.
Identify new business opportunities through outreach, networking, and referrals.
Develop and sustain relationships with realtors, lenders, builders, and other referral sources.
Deliver compelling presentations that convey our value proposition.
Maintain precise client records and log activities in the CRM.
Collaborate cross-functionally to ensure smooth processing and strong client outcomes.
Monitor market trends and competitor activity to stay ahead.
Represent the company at community and industry events such as Chamber of Commerce and Realtor boards.
Attend team sales meetings and pursue ongoing professional development.

What you'll need

Minimum 3 years of title insurance sales experience (required).
Bachelor's degree or equivalent work/training experience.
Strong interpersonal, communication, and negotiation skills.
Proven ability to build trust and influence decision-makers.
Self-motivated with a track record of meeting or surpassing sales targets.
Willingness to travel within the assigned region.

What sets you apart

Relationship driven and adept at face-to-face client engagement.
Industry experience is required; you understand the title industry and how to position value.
Organized, accountable, and comfortable operating with a high degree of independence.
Brings passion, confidence, and a positive approach to every interaction.

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10d ago

Business Development Officer

LiftFund Houston, TX

Houston, TX

10d ago

Full time Marketing B2B Banking & Lending

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Job Description

Responsibilities

Drive small business loan production to meet assigned targets.
Proactively build and maintain a pipeline of qualified applicants through community outreach and targeted marketing.
Develop and manage a referral network including banks, CDFIs, chambers of commerce, and economic development entities.
Provide high-touch client support throughout the lending cycle: inquiry, application, underwriting, closing, and servicing.
Conduct in-depth borrower assessments including site visits, collateral evaluation, financial analysis, and credit readiness.
Offer individualized and group educational sessions on LiftFund products and small business finance.
Analyze business financials, market trends, and borrower capacity to inform sound lending recommendations.
Present loan proposals to credit committees in alignment with LiftFund’s credit policy and impact goals.
Manage an active loan portfolio by maintaining client engagement and monitoring for early risk indicators.
Partner with collections and servicing teams to resolve delinquent loans and support loss mitigation efforts.
Ensure all client and loan records are accurately documented in LiftFund’s CRM and loan servicing systems.
Participate in loan closings and assist clients with document collection and pre-closing requirements.
Represent LiftFund at community forums, events, and partner engagements to enhance visibility and credibility.
Design and implement process improvements for loan pipeline management and operational efficiency.
Identify new lending opportunities through data analysis, market research, and community feedback.
Support efforts to raise funds and build partnerships to further LiftFund’s mission and reach.

Requirements

Bachelor’s degree in business, finance, economics, or related field preferred; equivalent experience considered.
Three (3) years of experience in small business lending, banking, credit analysis, or economic development.
Familiarity with SBA 7(a), 504, and other government-guaranteed lending programs highly preferred.
Demonstrated success in meeting or exceeding lending/sales goals.
Strong financial and credit analysis skills; able to assess risk and structure deals.
Excellent communication, relationship management, and presentation skills.
Proficient in CRM systems and Microsoft Office Suite.
Ability to build trust with diverse stakeholders, including underserved entrepreneurs.
Knowledge of financial literacy principles and lending compliance.
Familiarity with business planning and cash flow projections.
Collaborative team player with a solution-oriented mindset.
Experience working with nonprofit or mission-driven lenders a plus.
Strong organizational and time management abilities; self-motivated and goal-driven.
Must have valid driver’s license and reliable transportation.
Bilingual proficiency in English and Spanish preferred.

Technologies

CRM platforms and Microsoft Office Suite

Performance Metrics

Volume and quality of loan originations.
Growth and engagement of referral networks.
Portfolio performance, including delinquency rates and client satisfaction.
Accuracy and timeliness of CRM entries and loan documentation.
Contributions to organizational visibility and strategic initiatives.

Travel

Routine travel within the local area and infrequent overnight travel, in and out of state, as necessary.

Position Type, Days and Hours

This is a full-time, exempt position. The days and hours of work are generally Monday through Friday, 8:30 am to 5:30 pm, but the schedule may vary based on the needs of the position and the timing of key meetings and events.

Physical Demands

When working on-site, work is performed in a routine office environment. Prolonged sitting and some standing required. Occasionally lift, pull, carry and push items weighing up to twenty-five (25) pounds. This job requires working under stressful conditions to meet deadlines and address unexpected work challenges.

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Lender Relations Sales Jobs

Title Insurance Business Development Officer

Business Development Officer

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