Referral Partner for Business Financing

**Job Overview** We are seeking a dynamic and proactive Referral Partner for Business Financing to join our growing financial services team. In this role, you will serve as a vital connector between potential clients and our comprehensive suite of business financing solutions. Your primary focus will be to build strong relationships with referral sources, identify qualified business owners seeking funding, and facilitate seamless loan origination processes. This position offers an exciting opportunity to leverage your industry knowledge, negotiation skills, and passion for helping businesses succeed while ensuring compliance with all relevant regulations. The ideal candidate is energetic, detail\-oriented, and excels in relationship building within the financial sales landscape. **Duties** * Develop and nurture relationships with referral partners such as accountants, attorneys, business brokers, and other professionals to generate new business opportunities. * Identify potential clients by actively engaging with local business communities and networking events. * Educate referral sources on available financing options, including loans, credit lines, and other financial products tailored for businesses. * Coordinate with internal teams to ensure accurate loan processing, underwriting, and compliance with industry regulations such as FNMA standards, TILA (Truth in Lending Act), and Fair Housing regulations. * Assist in the evaluation of client financial documents, perform credit analysis, and support loan origination efforts using Loan Origination Systems (LOS) and financial software. * Negotiate terms with clients and partners to secure mutually beneficial agreements while maintaining adherence to banking regulatory compliance. * Track referral activities and maintain detailed records using accounting software and CRM systems to optimize pipeline management. **Skills** * Strong negotiation skills with the ability to influence and close deals effectively. * Proficiency in Quicken or similar financial management software is preferred. * Solid understanding of sales principles combined with experience in retail or commercial lending environments. * Knowledge of mortgage servicing, loan processing, underwriting, and mortgage lending regulations such as FNMA guidelines. * Familiarity with industry\-specific software including Loan Origination Systems (LOS), escrow management tools, and accounting software. * Excellent customer service skills with the ability to communicate complex financial concepts clearly to clients and partners. * Basic math skills including 10\-key typing proficiency for data entry accuracy. * Awareness of fair housing regulations, TILA compliance requirements, and banking regulatory standards. * Experience in credit analysis, financial compliance, and risk assessment within commercial lending contexts. * Ability to build strong relationships through effective client communication and trust\-building strategies in financial s