Business Development Officer / Traveling Loan Officer
Job Description:
What You’ll Do
You’ll be the face of NW Preferred to potential members and partners across our field of membership. Up to 20% of your time will involve travel (local and nationwide) attending tradeshows, visiting businesses, and meeting prospective members.
- Build and maintain relationships with potential members and organizations through in-person visits, calls, email, events, and presentations.
- Represent the credit union at tradeshows and industry events.
- Open new memberships and loans, cross-sell products and services.
- Analyze credit applications and financials to assess borrower eligibility.
- Ensure lending activities comply with internal policies and regulations.
- Meet (and ideally exceed!) sales and loan production goals.
- Collaborate with marketing department on campaigns and promotions.
- Coordinate travel and marketing materials—keep SWAG stocked and budgets balanced.
- Be flexible: meetings may happen early, late, or over lunch, depending on member needs.
What You Bring
- Bachelor’s degree in Business or equivalent work experience in consumer/commercial lending (2–4 years).
- Confidence in public speaking and presenting.
- Professional demeanor with an outgoing, friendly personality.
- Strong organizational skills and self-starting attitude.
- Ability to travel regularly, maintain a valid driver’s license, and lift up to 50 lbs.
- Comfort using MS Office and modern communication tools.
What We Offer
We may be a smaller credit union, but we offer big-time balance, flexibility, and fulfillment:
- Work from home 50% of the time
- Flexible hours – salaried role with no clock-punching
- 3 weeks of PTO
- 12 paid holidays + 1 paid personal day
- Comprehensive health benefits (medical, dental, vision, chiropractic, massage, and alternative care)
- Professional-casual dress attire
- $3,000 per year towards continuing education.
- 401(k) with 4% guaranteed contribution, plus additional service-based bonuses
- Company-issued smartphone (Android or iPhone, personal use permitted)
- Corporate credit card for business development expenses
- A varied role with hands-on involvement in lending, travel, and campaign development