VP, Business Development Officer – Energy

EXECUTIVE SUMMARY OF RESPONSIBILITIES

The VP Business Development Officer is responsible for developing new referral sources, growing and managing existing partnerships and participating in approved community events for the purpose of originating Green Energy loans.

The VP Business Development Officer will identify the structure of the appropriate loan products, review KYC and KYB, perform preliminary credit analysis and collect and review all minimum required documents and additional financial and other documentation as necessary for both the business and individual borrower(s) to submit the initial packaged request to the Credit Team.

Business Development Officers are change agents; passionate about ensuring that small businesses across our community have access to safe and affordable capital. Some travel may be required.

A key priority for the VP Business Development Officer is to create a unique customer experience that delivers customer-centric solutions to meet customers financing needs. The VP Business Development Officer will be the primary point of contact for both the customer and internal colleagues throughout every stage of the lending process.

ABOUT LENDISTRY

Lendistry is the countrys largest minority-led and technology-enabled small business and commercial real estate lender with Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certification. We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education. The company is building a groundbreaking clean energy lending platform focused on the Greenhouse Gas Reduction Fund (GGRF) and beyond. This is an opportunity to become a key player in establishing Lendistry as a leader in mission-driven clean energy finance.

In this role, the ideal candidate will directly support the growth of GGRF by engaging with prime recipients to identify sources of funding, building-out a robust pipeline of funding opportunities, and identify GGRF and other clean energy credit enhancement programs to facilitate lending. As an industry insider, the candidate will be crucial in building strategic partnerships, cultivating a robust deal pipeline, and engaging with stakeholders to drive partnerships with energy developers and contractors within the clean energy space.

Lendistry seeks a candidate with deep industry knowledge, technical proficiency in clean energy lending, an entrepreneurial spirit, and a leadership orientation with a bias for action. This is a unique opportunity to join a well-established, mission-driven leader and spearhead the development of a groundbreaking new vertical focused on tackling climate change through innovative clean energy finance.

GENERAL RESPONSIBILITIES

• Proactively develop and/or leverage profitable connections with Centers of Influence (COIs), Bankers, and Lendistry approved Independent Sales Organizations (ISOs or commercial brokers) that result in consistently funded credit referrals.

• Maintain thorough knowledge of the loan products, loan guidelines, loan pricing, required documentation, educational resources, and other services that Lendistry offers. Use knowledge of loan products, educational resources, and other services to build relationships with small business owners and generate new loan applications.

• Manage and own individual application pipeline and achieve production goals.

• Consistently reach out to target prospects to ensure loan pipelines are maintained at required levels to consistently achieve funding goals.

• Maintain customer experience at exemplary levels owning the customer experience throughout the entire lending process.

• Achieve mastery level in both Salesforce and the Lendistry portal to provide an unparalleled customer technology experience to external customers and internal colleagues.

• Achieve quality metrics for all applications reviewed and submitted to manager and/or credit.

• Meet all timelines for KPIs and regulatory requirements.

• Ensure that strategic prospecting skills are employed daily with tactics executed on a consistent basis to drive results.

• Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and initial sales questionnaire; effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process.

• Actively engage and participate in community activities that support the mission of Lendistry.

• Develop and deliver sales presentations to potential borrowers and partners.

• Perform market research to identify new opportunities and engage with financial partners and other COIs to establish strategies for pursuing those new opportunities.

• Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness.

• Regularly take advantage of all learning that is offered/made available and applicable to this position to ensure product/service knowledge is maintained at a level commensurate with the requirements of this position.

• Build and maintain a strong rapport and working relationships with all colleagues to ensure efficiencies are achieved and customer experience is the priority.

PROFICIENCIES

• Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate.

• Ability to fully analyze, structure and package credit transactions.

• Exceptional customer service skills. Service-dedicated and solutions-oriented mindset. Excellent verbal and written communication skills.

• Ability to act autonomously in a fast-paced environment with limited supervisory oversight in the performance of daily activities.

• Knowledge of business fundamentals and the business acumen to perform basic analysis of Business and Personal Tax Returns, Interim Financials, Bank Statements and Debt Schedules.

• Strong relationship management skills; demonstrate strong tactical business development and negotiation skills.

• Proven ability to proactively develop and/or leverage profitable connections with COIs, Bankers, and Lendistry approved ISOs (commercial brokers) that result in consistent funded credit referrals.

• Post-sale relationship management is required to build a strong future network to leverage new loan sales and referrals.

• Strong sense of urgency, with the ability to thrive in a fast-paced environment.

• Strong PC skills; proficient in MS Word, Excel, and PowerPoint.

EDUCATION AND EXPERIENCE

• Bachelors degree in business, finance, or a related field and 5 years experience in small business and commercial lending or 10 years experience in small business and commercial lending.

• Experience with renewable energy generation and storage assets; knowledge of both utility-scale and distributed energy is preferred.

• Experience working with business development and financial models for renewable energy projects (solar, wind, storage, etc) and/or climate projects more broadly

• Knowledge of public funding sources, federal, state or local, including knowledge of new funding sources from the Inflation Reduction Act.

• Knowledge of sustainable infrastructure project finance is preferred but not required.

• Knowledge of and passion for the renewable energy marketplace, technology and industry.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)