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Sr Business Development Officer

Self-Help Credit Union
Oakland, CA, US
$114.8K-$150.3K a year
Full-time

WHO We Are :

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth.

At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high quality schools to grocery stores selling fresh foods resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth.

Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice : from providing fair and affordable loans, to working with partners to demand that lawmakers change unjust policies.

We are seeking a Senior Business Development Officer to join our team!

The Senior Business Development Officer (SR BDO) on Self-Help’s national Commercial Lending team is responsible for generating energy efficiency and clean energy opportunities that enhance the team’s existing sector focus areas.

These sectors currently include operating businesses, real estate owners / developers, nonprofit facilities, healthcare facilities, public charter schools, faith-based organizations, and multifamily housing owners / developers.

The SR BDO contributes to managing the growth of the team’s assets under management.

The SR BDO is actively involved in the team’s overall lending strategy and collaborates with other Self-Help teams and senior management, to introduce new and evolve existing lending initiatives, as well as to coordinate the implementation and operationalization of such initiatives.

The SR BDO contributes to ensuring the team’s production goals are attained.

WHAT You'll DO :

  • Be a subject matter expert on commercial energy efficiency and clean energy programs, incentives, and regulations.
  • Develop, maintain, and coordinate all aspects of external-facing relationships (including public agencies, key industry organizations, borrowers, lending partners, and referral networks) in support of the team’s strategies, products, and programs, and in conjunction with internal teams.
  • Engage industry leaders in discussions about Self-Help's products through one-on-one meetings, presentations, and participation in industry conferences and meetings.
  • Develop best practices for coordinating marketing and outreach activities across the team and Self-Help.
  • Create and enhance business development strategies by analyzing trends and identifying opportunities for growth in our portfolio and our partner network.
  • Lead product development ideation, implementation, and execution.
  • Work with internal teams to identify sources of funding and subsidy for products and programs.
  • Actively contribute to setting team strategies and goals, while identifying related operational needs and impacts.
  • Assess transaction requests against the team’s credit and mission standards.
  • Work in coordination with risk management, servicing, and compliance / impact teams to analyze trends; the effect of trends on portfolio risk and the team’s products / programs;

and support compliance / impact reporting needs.

Be knowledgeable of, support, and participate in other : (1) organizational strategies to increase lending and capital raising;

and (2) other team / cross-team business development projects and initiatives.

  • Provide excellent customer service.
  • Serve as a mentor of less experienced staff and assist in training as needed, and depending upon candidate experience, possibly manage other staff.

WHAT You’ll NEED :

  • Bachelor’s degree in business (or related field) OR equivalent related experience.
  • Five years of experience and / or training in commercial energy efficiency, clean energy or a similar field.
  • Prior experience working in lending, finance, community / economic development, or similar field preferred.
  • Strong commitment to our mission creating economic opportunity for traditionally underserved communities and sensitivity to working with such communities.
  • Preference for working in organizations that place priority on teamwork, collaboration, diversity, equity, and inclusion.
  • Relationship development, networking, sales, and negotiation skills to build collaborative partnerships that lead to deal flow, program / product development, and advocacy alignment (where applicable).
  • Excellent leadership skills, with a proven ability to work effectively and cooperatively with colleagues across the US and influence such teammates towards common goals.
  • Strong project management skills, including ability to set priorities and organize competing priorities while meeting deadlines.
  • Strong oral and written communication skills and ability to present information in an effective manner.
  • Strong attention to detail.
  • Ability to gather, organize, analyze, and interpret data / information to evaluate transactions and make sound recommendations.
  • Ability and willingness to work beyond normal work hours, as needed.
  • Ability and willingness to travel, as needed.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and customer relationship software.
  • Ability to demonstrate Self-Help's Core Values : Mission Before SelfService With ExcellenceEmbracing & Promoting ChangeResults Not CreditDiversity as a StrengthFinancial Sustainability for Mission Impact
  • If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration;

and are interested in working to help create economic opportunity for all THIS is the place for you! Click the apply now button to apply!

Compensation :

Competitive nonprofit compensation, based on experience, plus a generous benefits package. Salary range for Oakland, CA : $ 114,800 $150,279

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

30+ days ago
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