Business Development/Sales Associate – Orange County / Inland Empire Area
Location: Orange, California
Type: Full Time
TMC Financing has an awesome opportunity for Business Development/Sales Associate to support our Orange County / Inland Empire Business Development Officer.
Do you love working closely with applicants, real estate brokers, and commercial lenders to determine their needs, answer their questions and recommend the right solutions?
Most importantly, do you love being around talented people in a fast-paced, collaborative environment?
TMC Financing, headquartered in sunny downtown Oakland California, is one of the top small business lenders in the country and is a “Best Places to Work” award recipient in the Bay Area for the 6th time!
We are excited you clicked on our job posting! Let us fill you in on the opportunity:
The primary responsibility of the Business Development Associate is to assist the Business Development Officer’s (BDO) efforts to increase territory volume. This is accomplished through administrative work to generate new leads or turn developing leads into qualified clients. The BDA takes initiative and uses their knowledge to review the file documents in detail and follow up with applicants, key partners and referral sources (such as commercial real estate brokers and commercial lenders), on missing documents or document corrections to complete the loan file and expedite processing. The BDA may also place calls to new prospects/partners and attend industry events.
Proactively create and send proposals to brokers for newly listed commercial real estate properties and in response to requests from BDO.
Follow up on missing documentation at all stages (Intake, Lead 1s, Lead Pre-Qualifications) in process to keep BDOs pipelines current.
Assume an active role in turning a partial Intake into a deal ready for Pre-Qualification.
Place calls to new prospective lenders and brokers and take them to lunch or coffee.
Process loan inquiries and provide potential borrowers with TMC application and customized loan proposals.
Receive loan files from internal or external sources, complete data entry for each loan into Salesforce and submit for prequalification.
Ensure Salesforce reflects up-to-date and accurate contact information for brokers, lenders, partners, etc.
Attend packaging meetings to take notes and pass them onto Loan Officers and Loan Processors.
Place calls to web leads to introduce the SBA 504 loan program.
Manage Salesforce pipeline and reporting.
Log all important email correspondence to Salesforce.
Work with BDO and Marketing to coordinate and plan networking and other sales events and presentations.
Work with Marketing to customize template presentations for events; make changes as necessary for target audience, current rates, etc.
May attend industry events and meetings with or in place of BDOs (SIOR, NAIOP, etc.).
Send loan files to first mortgage lenders with loan summary as well as the loan structure.
About TMC Financing
TMC is a small, dedicated group of hard workers, are amicable, and love to have fun.
Our office atmosphere is casual, comfortable, and pet-friendly. Senior leadership champions feedback, growth opportunities, and provides consistent recognition of achievements for their teams. TMC also encourages ongoing training, and whenever possible, promotes from within the Company.
TMC offers flexible schedules, great benefits, and lots of perks, including catered lunches at least weekly, free snacks and sodas, gym reimbursement, company-paid commuter checks, lots of celebratory parties, and matching charity donations, paid maternity and parental leave, and a very generous vacation and Holiday offering.
If you are interested in joining our team, please email your resume to email@example.com. We prefer Microsoft Word or PDF formats.
TMC Financing is an EOE. Thank you for your consideration.
Bachelor's degree (B. A.) from four-year college or university; and/or two to four years related experience and/or training; or equivalent combination of education and experience.
SBA 504 Lending, banking, commercial real estate, and/or credit experience preferred; or interest and drive to become an SBA 504 expert, proficient in knowing what is needed to take a file from the first inquiry to closing.
Strong people and communication skills are essential. Must be able to interact and cooperate with various personality types and work levels both internally and externally.
Strong written communications and email etiquette skills.
Results and people oriented with sound judgment -- ability to balance other business considerations with client issues/concerns. Service oriented, yet assertive/persuasive.
Excellent organizational and time management skills. Must be able to track and manage details for multiple clients and projects and prioritize projects against daily responsibilities.
Proficient in MS Office applications - Word, Excel, PowerPoint, Outlook.
Working knowledge of CRM databases. Salesforce experience a plus.
Knowledge of documentation such as financial information and Purchase Sale Agreements (PSAs).
Must be flexible in work schedule and able to attend evening events and travel throughout the greater Orange County area occasionally.
Occasional need to respond to client communication at off hours.
TMC Financing is one of the top lenders of SBA 504 commercial real estate loans nationwide.
TMC Financing is a non-profit 501(c) 4 with a mission to promote economic development and job creation for small businesses in California, Nevada & Arizona.
Since its founding in 1981, TMC has secured more than $10 billion in SBA 504 commercial real estate financing for 6,000 small businesses. As a result of the financing, these small businesses have created over 60,000 jobs.