MINIMUM QUALIFICATIONS

• 2+ years’ experience in lending, finance, consulting, or a performance-based client service role
• Deep knowledge of SBA and bank lending processes, credit analysis, and loan eligibility criteria
• High school diploma required; advanced coursework in finance or business preferred
• Advanced proficiency with Microsoft Office Suite; CRM or Salesforce experience a plus
• Confident communicator and strong decision-maker with executive presence
• Unwavering attention to detail and a passion for process optimization
• Demonstrated ability to handle multiple clients and deadlines with ease and control
• Travel may be required for high-impact business engagements

WHY JOIN US

This is more than just a role—it’s a launchpad for high achievers. At the company, we reward initiative, celebrate clarity, and value strategic thinking. If you’re looking for a career where your results are visible, your input is valued, and your pace is matched, this is the opportunity for you.

ROLE IMPACT

As a Lending Specialist, you will take full ownership of the client lending consultation process, from financial prequalification through funding strategy execution. This is a results-driven role for someone who thrives on precision, accountability, and proactive client communication. You’ll work directly with high-potential entrepreneurs to assess eligibility, deliver insight-backed lending recommendations, and structure strategic funding plans that align with client goals.
This position is ideal for a high-performing professional who is energized by deadlines, motivated by outcomes, and skilled in navigating complex lending scenarios with confidence and clarity.

CORE RESPONSIBILITIES

• Drive and lead client lending consultations with precision and professionalism
• Analyze personal financials, credit reports, and business goals to assess loan readiness and strategic fit
• Own the prequalification process—evaluate risk and deliver clear funding recommendations
• Communicate outcomes decisively to clients, consultants, and referral partners with speed and accuracy
• Educate stakeholders on SBA and conventional lending policies, eligibility, and timelines
• Maintain strong, proactive relationships with brokers, franchisors, lenders, and internal teams
• Deliver difficult messages (e.g., denials, ineligibility) tactfully, with poise and professionalism
• Collaborate with internal lending operations to ensure smooth documentation handoffs
• Track all client engagement meticulously in the CRM and maintain clean, audit-ready records
• Handle refund decisions for clients based on the prequalification assessments you conduct