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 Job Title   Posting Date   Organization

Internal Business Development Officer

  9/6/2017   CDC Small Business Finance
 Job Description        

Active contact and prospect management with inquiries received through multiple customer acquisition channels. Promptly contact prospects to outline CDC products and collect necessary information required for a loan prequalification. Using CDC tools, create spreadsheet based credit analysis and program eligibility assessments based on loan request and borrower criteria. Effectively communicate with potential borrowers to ensure those that are likely qualified will remain interested in CDC products. Assess those that are not likely qualified as potential prospects for business advising and refer accordingly Prepare reports and assist on special projects as needed. Work closely with external vendors and referral sources to maximize viable lead generation.



Bachelorís Degree with a major in business, finance or marketing related studies. Minimum 2 years work experience, preferably in finance, lending or small business advising. Intermediate or advanced computer skills. Excellent customer relationship management skills. Strong writing skills. Dedicated, motivated team player. Customer service focused. Comfortable working with and creating basic financial reports. Ability to work on multiple files and projects effectively. Detail oriented. Self-motivated, takes initiative, solves problems. Bi-lingual (Spanish) a plus. Some experience in finance/lending work or university related.


 Additional Information        

The Internal Business Development Officer (BDO) reports directly to the Vice President of Sales and pre-qualifies loan prospects referred from external sources and economic development partnerships. The goal of this position is to generate a stable volume of prequalified loan leads that will be referred to other Smart Growth Business Product team members for further review. The Internal BDO also actively works with external vendors that are critical to their ability to secure loan prospect referrals.


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