Senior Tax Associate, International Tax
MGO (Macias Gini & O'Connell LLP)
Business Development Officer, COI
Huntington National Bank
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $70,000 - $140,000 per year
Job Level
Mid-LevelSenior
About the role
- Drives business development activity across a specific geography working with external referral sources (COI’s)
- Develops, qualifies, educates and maintains key COI’s
- Takes an assertive approach to lead development by building trust with COI’s, attending trade shows and networking with affinity groups
- Meet with potential Practice loan clients in the market
- Underwriting decision review and debate
- Manages a pipeline of loans
- Responsible for driving a minimum of $25mm in annual lending
- Achieves Primary Banking Relationship metrics
- May take leadership roles on team initiatives and/or mentoring roles
- Works within a team environment and collaborates closely with internal partners
Requirements
- Bachelor's Degree
- 5 years of sales experience with at least 3 years of Business Banking business development, credit and lending experience
- Must be located in the Southern California market
- Understanding of Financial documentation from IRS documentation to personal client financial detail
- Ability to translate a Cash flow analysis and communicate assessment to clients
- Excellent communication, customer service, and interpersonal skills
- Strong organizational skills with attention to detail
