Business Lending Specialist

IOU Financial; Kennesaw (GA); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary range

Partial remote work

Job summary

IOU Financial in Kennesaw, GA is seeking loan processing professionals with strong communication and outstanding customer service to thoroughly process all types of commercial loans. You will verify customer information by phone or email, assemble credit data, and input details into our systems while maintaining accurate records and timely follow-up.

The team collaborates with inside and outside sales to deliver excellent service, with local candidates and some remote work, and flexible

Qualifications

• 3+ years in a professional environment, preferably in finance or retail.
• Excellent interpersonal communication and cooperative attitude.
• Team-oriented with ability to meet goals and collaborate.
• Can work well independently and as part of a team.
• Outstanding written and oral communication skills.
• Desire to contribute to a positive team culture.
• High School Diploma required; Associate's Degree preferred.

Responsibilities

• Performs customer verifications by telephone, email, computer system access, or letter to check business and owner information.
• Assists in the preparation of credit and business information to establish credit limits, including applicant's company and personal information, third-party verifications, cash flow, and tax return data.
• Keeps record in file of customer interactions and transactions, details inquiries and actions, and follow up with customers.
• Provides assistance inputting data to computer, recording information, answering telephones, photocopying, faxing, and typing letters.
• Assists departmental staff in efficiently processing loan processing, customer service and related duties.
• Works with inside and outside sales teams to deliver outstanding customer service and product support.

Skills

Communication skills

Customer service

Teamwork

Independent work

Interpersonal skills

Written and verbal communication

Education

High School Diploma

Associate's Degree

Tools

CRM software

Loan processing software

Job description

IOU Financial

Kennesaw, GA
Local candidates, with some remote work
Full-Time / 10-7pm or 9:30-6:30pm
No travel required
Competitive salary range

JOB DESCRIPTION

We are seeking strong professionals with expertise in loan processing. We need people with great communication skills who have used those skills to quickly and thoroughly process all types of commercial loans. You must have a proven track record in delivering outstanding customer service.

RESPONSIBILITES

• Performs customer verifications contacts by telephone, direct email, computer system access, or letter to check business and owner information.
• Assists in the preparation of credit and business information necessary to establish credit limit, including such factors as applicant's company and personal information, 3rd party verifications, cash flow and tax return databased on predetermined standards.
• Keeps record in file of customer interactions and transactions, records details of inquiries and comments, actions taken and follow up with customers.
• Provides assistance inputting data to computer, recording information as required, answering telephones, photocopy, faxing, typing letters, etc.
• Assists departmental staff in efficiently and effectively processing the various activities involved in loan processing, customer service and performs such additional duties as might be assigned from time to time.
• Works with inside and outside sales team to deliver outstanding customer service assisting customers with technical or product support.

QUALIFICATIONS

• 3+ years of experience working in a professional environment. Experience working in a retail or financial
• Must have excellent interpersonal communication skills and the ability to be cooperative and positive.
• Team oriented attitude with aspiration to meet team goals and expectations
• Can work well independently and as part of a team.
• Outstanding written and oral communication skills.
• Must like to have fun and be part of and help craft a great team culture and environment.
• A High School Diploma required and an Associate's Degree preferred.

PREFERRED QUALIFICATIONS

• Experience handling various roles and tasks at a time

ABOUT IOU FINANCIAL

IOU Financial is a leading online lender that provides quick and easy access to growth capital to small businesses through a
network of preferred brokers across the U.S. Built on its proprietary IOU360 technology platform that connects underwriters,
merchants and brokers in real time, IOU has become a trusted alternative to banks by originating over $1.5 billion in loans to
fund small business growth since 2009. IOU was named one of the “Top Places to Work in Fintech for 2025 by American
Banker.' For more information, please visit IOU's website at www.ioufinancial.com.