Business Development Officer - Education Lending

Overview

To establish a local market presence within key markets through involvement/participation in community and networking activities. To enhance organizational brand awareness and develop new business. Develop and service relationships with key partners, to drive loan growth. Act as a liaison between NFCU business unit, Branches, and Key Partners. Improve communication and flow throughout the lending experience between key partners and members; provide solution or assist where needed to maximize efficiency and service. Follow up with business unit/Key Partners/members to respond to inquiries and questions. Work closely with Navy Federal's business unit team to establish/formulate lead generation and nurturing strategies. Coordinate in-person and virtual events to reach key audiences and partners, such as industry conferences, webinars/seminars and supporting Navy Federal branch employees for business unit related inquiries or questions.

Responsibilities

• Identify, develop and maintain a quality network of business relationships that serve as a recurring source of referrals for new lending opportunities
• Implement and manage an effective referral network and call program; conduct in-office visits, make sales presentations to promote lending portfolio products and services
• Identify business opportunities based on knowledge of client markets, products and services
• Call on existing or prospective clients within the framework of a business development program including identification of prospects, suitable method of contact and determination of their lending needs and appropriate products/services
• Achieve specific business development goals; document activities and prepare reports as needed
• Work with management to plan business development opportunities
• Establish and develop long term partnership relationships with key industry partners, and internal Navy Federal collaboration with business unit and key stakeholders
• Engage in marketing and outreach events aimed at fostering relationships with Key Partners; to promote brand awareness and to develop new business opportunities within the industry
• Sponsor, attend, and/or actively participate in national, regional and local events (in-person or virtual as appropriate), such as meetings, committees, industry conferences/expositions to further develop business contacts, expand referral network, attract new business, retain and nurture existing business
• Individually or jointly lead or participate in relevant in-person and virtual events such as Webinars/ Seminars, key audience and partner events, and other member educational opportunities within assigned markets
• Provide educational training opportunities and support to internal partners and external vendors as appropriate
• Involved in driving continuous process improvement to enhance experience quality for all related parties; maintain high operational efficiency, including quality of leads
• Perform other duties as assigned

Qualifications

• Significant outside sales or business development experience - 3-5 years minimum desired, Education/Student Lending experience preferred
• Experience in building long term networking relationships, preferably in fostering applicable lending business
• Familiarity with applicable lending products, services, programs, policies and procedures
• Expert organizational, planning and time management skills
• Expert verbal and written communication skills
• Effective word processing, spreadsheet and presentation software skills
• Working knowledge of applicable federal and state laws, rules and regulations for applicable industry
• Effective relationship cultivation and consulting skills
• Experience in managing multiple priorities independently and/or in a team environment to achieve goals
• Advanced knowledge of Navy Federal's functions, philosophy, operations and organizational objectives
• Prior applicable experience
• Thorough understanding and knowledge of the local applicable industry and network
• Advanced knowledge of lending products, services, programs, policies and procedures
• Advanced skill identifying appropriate referral sources
• Advanced skill in developing and maintaining business relationships
• Expert skill in developing and presenting sales presentations
• Expert skill building effective relationships through rapport, trust, diplomacy and tact
• Expert skill exercising initiative and using good judgment to make sound decisions
• Expert skill in producing desired results and achieving goals and objectives
• Bachelor's degree in Finance, Economics, Business Administration, or related field, or the equivalent combination of education, training and experience

Hours: Monday - Friday, 8:00AM - 4:30PM

Location: Remote

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