Job Description

Position Summary: The Business Development Officer is responsible for developing and maintaining a referral source calling program, sourcing and analyzing new asset based opportunities, preparing and presenting prescreen memos, drafting and presenting proposal letters and closing new business.


  • Actively meets with key centers of influence ("COI’s") throughout their assigned geographic territory.

  • Develops new COI’s throughout their assigned geographic territory.

  • Analyzes prospect financial and collateral information and prepares a prescreen memo to present to senior management to gain approval to issue proposal letters.

  • Identifies and analyzes potential loan markets to develop prospects for asset based loans.

  • Meets established business development goals.

  • Promotes and cross-sells other establishment products and services as appropriate to customer requirements.

  • Works closely with business development professionals from other Triumph businesses to ensure a coordinated message in the market place.

  • Provides loan data to support marketing and sales promotion programs.

  • Keeps abreast of loan regulations and compliance issues through formal and informal training.

  • Ensures compliance with risk management and relevant banking procedures.

  • Is actively involved in professional trade associations at both the local and national levels.

  • Adheres to Triumph’s core values.

  • Performs other duties as assigned.


  • Bachelor’s Degree in Accounting or Finance preferred.

  • Seven to ten years of complex lending experience with strong credit skills.

  • Formal credit training a plus.


  • A self-starter that is detail oriented with strong organizational skills.

  • Solid knowledge of Microsoft Word, Excel, and Outlook.


The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

  • Ability to work in a confined area.

  • Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.

  • While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

  • Specific vision abilities are required by this job due to computer work.

  • Light to moderate lifting is required.

  • Regular, predictable attendance is required.

Application Instructions

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