ROK Financial, a top ten commercial loan brokerage in the US, is hiring for an:
Business Development Coordinator
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Business Development Coordinator
ROK Financial • Great River, NY • Full-time • In-person
ROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for a Business Development Coordinator.
We’re seeking a reliable, detail-oriented candidate who can work independently and collaboratively. The Business Development Support Specialist plays a key role in supporting our Business Development team by ensuring our partners, clients, and prospects receive the highest level of service. This position focuses on relationship management, calendar coordination, event support, and team organization. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, people-driven environment.
Duties & Responsibilities
- Assist the Business Development team with daily follow-up and relationship management with partners and referral sources.
- Manage and organize team calendars, schedule meetings, and coordinate logistics.
- Attend industry events and networking functions to represent ROK Financial professionally and help expand our network.
- Maintain CRM data accuracy and assist with partner onboarding.
- Support preparation of presentations, reports, and outreach materials.
- Collaborate cross-departmentally to ensure consistent communication and follow-through on BD initiatives.
- Provide general administrative and organizational support to the team.
Required Skills & Abilities
- Proactive and self-motivated with the ability to work independently.
- Strong multitasking skills, capable of managing multiple priorities effectively.
- Highly organized with exceptional attention to detail.
- Solid understanding of general financial accounting principles.
- Experience in QuickBooks (Online or Desktop) or similar accounting software.
- Advanced Excel skills; experience with Google Sheets is a plus.
- Bachelor’s degree in Accounting or equivalent experience in accounting or business administration.
Preferred Qualifications
- Experience in business development, client relations, or sales support.
- Strong communication and interpersonal skills — confident building relationships with all types of people.
- Excellent organizational skills and attention to detail.
- Proficiency in Microsoft Office Suite and CRM systems (Salesforce experience preferred).
- Positive, proactive, and adaptable — able to pivot quickly and keep things running smoothly.
- A team player who’s eager to grow within a fast-growing company.
Benefits
- Competitive base salary + performance incentives
- Career advancement opportunities within a growing organization
- Collaborative and high-energy team culture
- Access to exclusive industry events and networking opportunities
- Comprehensive benefits package
