As a people-first organization, AVANA Companies is the sum of our team members. Our team is the heart of our organization, across all our brands. Given everything they bring to the table, our goal is to enrich their lives as much as we enrich the lives of our clients and partners. At the end of the day, our passion is our people, and our purpose is to deliver Capital for a Better Tomorrow. As a united team, we passionately pursue that purpose – ultimately creating a lasting impression on our own lives and the lives of people around the world. We’re lucky that every day we get to collaborate and work together to accomplish that. It’s one of the many factors that make us a family of companies.
Want to learn more about how you can join our family? View our openings below and be sure to check back often, as our family is constantly growing!
Department: | Sales |
Location: | Glendale, AZ |
Mission:
As a Business Development Officer specializing in all types of CRE lending (owner-occupied, investor, construction, SBA and Bridge CRE lending), your mission is to drive growth, and create opportunities by connecting borrowers, brokers, and other centers of influence with the financing, resources, and support they need to thrive.
Key Results
- $30MM in new production in traditional CRE loans annually earning a minimum of 1.00% in origination fee income
- $10MM in secondary market owner-occupied production annually (conventional, SBA 7(a) or 504 loans) earning minimum of 2.00% in premium fee income
- Maintain average quarterly pipeline of $50MM, with minimum 20% pull through rate
- Grow contacts and build relationships to facilitate referral sources
- Annually generate Net Loan / Premium Fee Income of $500,000 (Net is defined as after payment of all referral fees to outside parties)
- Annual AUM growth of $20,000,000 from loan production resulting in $100,000 in servicing income.
Core Competencies
- Networking
- Sourcing
- Strategic Sales Planning
- Credit Analysis
- Public Speaking
- Relationship Management
Duties and Responsibilities
- Analyze financial data, sales metrics, and performance indicators to evaluate the effectiveness of business development initiatives and make data-driven decisions.
- Manage sales pipelines and track progress through each stage of the sales process, from lead generation to deal closure, using HubSpot to document contacts and loan progression.
- Collaborate with internal teams, including marketing, product development, and customer support, to align business development efforts with overall business goals and ensure seamless execution of strategies.
- Cultivate and maintain strong relationships with new and existing clients to generate sales leads and foster long-term partnerships.
- Identify and pursue potential business opportunities through lead generation, networking, and relationship building with clients, partners, and stakeholders.
- Promote the organization's products and services through various marketing channels, including presentations, proposals, demonstrations, conferences and promotional events.
- Conduct market research to identify emerging trends, customer needs, and competitive landscape, enabling informed decision-making and strategic planning.
- Develop and implement effective business strategies to expand market presence, increase sales, and achieve business objectives.
- Assist small businesses in accessing SBA loans, such as 7(a) loans, 504 loans, and microloans, by facilitating the application process, conducting financial analysis, and coordinating with lenders to ensure timely approval and disbursement of funds
- Stay abreast of changes in SBA regulations, policies, and procedures to ensure compliance and provide accurate guidance to small businesses regarding eligibility requirements and program specifics.
- Negotiate terms and conditions with clients, and partners to secure profitable lending partnerships.
- Continuously seek opportunities for optimization and improvement in business development processes, strategies, and techniques to drive sustainable growth and competitive advantage.
- On a weekly basis maintain minimum business development of 5 face to face meetings with prospects, clients, referral partners, Centers of Influence and etc.
Required Education and Experience/Skills
- Minimum 5 years commercial real estate experience
- Minimum 3 years SBA lending experience
- Bachelor's degree in Business, Finance, or a related field
- Proficiency utilizing CRM platforms; experience with HubSpot a plus
- Strong analytical skills with ability to interpret financial data, identify key risk factors, and make recommendations accordingly
- Excellent verbal and written communication skills with ability to articulate recommendations effectively
- Ability to work independently with minimal supervision.
- Ability to work in a fast-paced and multi-national environment
- Ability to multi-task, solve problems and think quickly
- Strong attention to details, highly organized and ability to notice data discrepancies in documents.
-Team oriented mindset with a willingness to collaborate and assist colleagues