Business Development Officer

Company: Self-Help Credit Union

Locations: Fresno, CA; Bakersfield, CA; San Franciso, CA

Job Function: Business Development


Self-Help Credit Union was chartered in 1983 to build a network of branches that partner with working families and communities often underserved by the financial marketplace. With over $1.6 billion in assets and serving more than 92,500 members in 32 branches -six in Florida, 22 in North Carolina, three in South Carolina, and one in Virginia -Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For over 41 years, the national Center for Community Self-Help and its affiliates have provided more than $11 billion in financing to help over 198,000 people buy homes, start and grow businesses, and build wealth. For more information, please visit


Are you adept at building relationships with potential borrowers, referral sources, and teammates to generate commercial lending opportunities? Do you want to positively impact under-resourced communities of color in Northern California? If you have a background in business development and marketing in commercial lending, and enjoy collaborating with commercial lending teammates, the Self-Help national commercial lending team has a career opportunity. Our team seeks a Business Development Officer for Northern California who values diversity and inclusion – from our teams to our members.


Self-Help is seeking a Business Development Officer (BDO) to focus on the central and northern California market to join our team to source a variety of for-profit and non-profit commercial loans that have broad economic development impact (e.g., commercial real estate, nonprofit facilities, healthy food systems, public charter school, faith-based, and multifamily housing). Learn more about the position and our lines of business at A successful candidate will have a background in business development and marketing, commercial lending and analyzing credit, and project management, with a focus on teamwork and a commitment to customer service. A senior position may be available based upon experience.

Essential Responsibilities:

  • Build effective, long-term relationships with referral sources and potential borrowers through in-person and online meetings, presentations on varied financial topics, and other forms of outreach communication.
  • Coordinate marketing activities with Self-Help Federal Credit Union branches and Commercial Lending team to expand awareness of Self-Help’s commercial lending products in the northern California market.
  • Collaborate with other California lending teammates on state-wide strategic objectives.
  • Assess loan requests, including an overview analysis of financial statements and management capacity, to ensure prospective borrowers are a good fit with Self-Help’s credit and mission standards.
  • Provide excellent customer service, including prompt responses, basic technical assistance, and referrals to other technical assistance providers, as appropriate.
  • Senior position will also manage other BDOs and provide ongoing coaching and feedback to achieve team goals and provide opportunities for career advancement.


Credentials, Experience and skills:

  • 3 years of related experience in commercial lending, finance, community development, or real estate development.
  • Established business referral networks and collaborative relationships with organizational allies, especially in central and northern California.
  • High level of emotional intelligence in support of a collaborative work culture.
  • Ability to adapt to expanding markets in California and the Pacific Northwest.
  • Quantitative and credit analysis skills and attention to detail to provide initial assessment of credit requests and make sound recommendations.
  • Excellent interpersonal, written/verbal communication, and project management skills.
  • Fluent in English and Spanish is a plus.
  • Ability to prioritize competing tasks to effectively manage workload.
  • Willingness to travel throughout the market to meet referral sources and potential borrowers and periodically to Self-Help’s Durham, North Carolina headquarters.

Compensation and Benefits


  • Being a part of our mission to create economic opportunity for all.
  • Medical, dental, and vision care plans with generous premium coverage by Self-Help.
  • Strong 401(k) and health account matching.
  • Paid vacation (15 days/yr.), sick (12 days/yr.), holidays (10/yr.), and up to 12-weeks parental leave.
  • Hybrid remote work option (2 days remote; 3 days onsite).
  • Visit more details.


Competitive nonprofit compensation, based on experience, plus a generous benefits package.

How to Apply


Visit the Self-Help Careers Page to apply for this position. This position will remain posted until filled.