Practice Finance Business Development Officer – Deathcare

Full TimeRemoteTeam 10,001+Since 1866H1B SponsorCompany SiteLinkedIn

Location

California + 7 moreAll locations: California, Florida, Kansas, North Carolina, Ohio, Missouri, South Carolina, Texas

Posted

3 hours ago

Salary

$70K - $140K / year

Bachelor Degree5 yrs expEnglish

Job Description

• The Business Development Officer (BDO) for the Deathcare / Funeral Home Lending segment is responsible for generating high‑quality loan production and expanding the Practice Finance portfolio nationally. • Focus on developing strategic relationships with Centers of Influence (COIs) and industry professionals across the Deathcare sector—including funeral homes, crematories, cemeteries, and related service providers. • Identifies prospective borrowers, evaluates financing needs, and delivers lending solutions that support business acquisition, expansion, real estate financing, succession, and other capital needs. • Leads national business development efforts within the Deathcare and Funeral Service industry, establishing a consistent pipeline of high‑quality loan opportunities. • Identifies, qualifies, develops, and maintains relationships with key COIs, including brokers, consultants, accountants, valuation firms, and trade groups. • Manages an active pipeline of loan opportunities, ensuring timely progression from inquiry through underwriting and funding. • Works closely with internal stakeholders including underwriting, credit, operations, marketing, and leadership teams to ensure efficient execution and exceptional client experience.

Job Requirements

  • Bachelor’s Degree
  • Minimum 5 years of sales experience, including at least 3 years in Business Banking, Commercial Lending, or Specialty Lending with demonstrated success in business development.
  • Strong understanding of IRS tax documentation, financial statements, and personal/business financial analysis.
  • Ability to analyze cash flow and communicate financial insights clearly to clients and referral partners.
  • Excellent communication, presentation, and interpersonal skills with the ability to build trust and credibility across a national market.
  • Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast‑paced environment.

Benefits

  • health insurance coverage
  • wellness program
  • life and disability insurance
  • retirement savings plan
  • paid leave programs
  • paid holidays
  • paid time off (PTO)

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