Director of Private Credit Origination – Referral Partnerships

Resourceful Talent Group

. Develop and maintain productive relationships with banks, CPAs, attorneys, M&A advisors, investment bankers, private equity firms, family offices, independent sponsors, financial advisors, and other professional referral sources .

Posted 9/28/2026full-timeRemote • United StatesLead💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business development and relationship management within commercial finance, with a strong focus on generating financing opportunities and managing referral partnerships. Proficient in underwriting and structuring financing solutions tailored to the needs of lower-middle-market businesses.

Highest-signal resume keywords

Business DevelopmentRelationship ManagementUnderwritingCommercial CreditFinancing Structures

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

OriginationPortfolio ManagementFinancing TransactionsCredit AnalysisDeal Structuring

Soft Skills

CommunicationNegotiationPresentationRelationship-BuildingSelf-Motivation

Industry Keywords

Private CreditCommercial FinanceM&A AdvisoryInvestment BankingLower-Middle-Market Financing

About the role

Key responsibilities & impact

Develop and maintain productive relationships with banks, CPAs, attorneys, M&A advisors, investment bankers, private equity firms, family offices, independent sponsors, financial advisors, and other professional referral sources
Generate qualified $1M–$25M lower-middle-market financing opportunities through an existing professional network
Build and expand referral channels capable of producing consistent and repeatable deal flow
Re-engage existing professional relationships and develop new strategic referral partnerships
Present the company's alternative-financing solutions to referral partners and prospective borrowers
Identify financing opportunities and determine whether they align with the company's credit profile and available solutions
Manage opportunities from initial introduction and qualification through underwriting, structuring, and closing
Work closely with credit, underwriting, and leadership teams to develop appropriate financing structures for prospective borrowers
Maintain consistent communication with referral partners throughout the financing process
Attend industry conferences, networking events, and professional gatherings to expand the company's referral network
Independently manage and grow a book of referral relationships and originated opportunities

Requirements

What you’ll need

Proven experience in business development, origination, strategic partnerships, relationship management, underwriting, credit, or portfolio management within commercial finance or an adjacent financial-services field
Background in private credit, ABL, factoring, commercial finance, SBA lending, equipment finance, commercial banking, M&A/advisory, investment banking, or a related area
Established relationships with professional referral sources such as banks, CPAs, attorneys, investment bankers, M&A advisors, financial advisors, private equity firms, family offices, independent sponsors, or other financial intermediaries
Demonstrated ability to generate or influence repeat deal flow through professional relationships
Experience working with lower-middle-market companies and financing transactions, ideally within the $1M–$25M range
Strong understanding of commercial credit, financing structures, and the needs of lower-middle-market businesses
Ability to identify, qualify, and communicate financing opportunities effectively
Strong relationship-building, communication, negotiation, and presentation skills
Self-motivated and comfortable independently developing and managing a book of business

Benefits

Comp & perks

100% employer-paid Cigna medical coverage for employees and eligible dependents
100% employer-paid basic life insurance
Dental and vision insurance options
Flexible spending benefits
Commuter benefits