Business Loan Consultant

Mmc,-LLC-; Tustin (CA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision

PTO

Birthday Off

Holidays

401(k) Match

FSA/HSA

Life Insurance

Disability Insurance

EAP

Professional Development

Snacks & Drinks

Gym Access

Job summary

Lendistry is a national minority-led, tech-savvy lender for small businesses and CRE. The Business Loan Consultant will manage inbound loan opportunities, work with brokers and referral partners, and guide deals from intake to submission.

The role involves educating clients about Lendistry’s value, maintaining relationships, and coordinating with credit, processing, and closing teams in a fast-paced environment.

Qualifications

• Bachelor’s degree in Business, Finance, or related field preferred.
• 2–5 years in lending, banking, sales support, or financial services.
• Experience with CRM systems preferred.
• Strong communication and organizational skills.

Responsibilities

• Manage inbound loan opportunities across all sizes and products from referral partners, brokers, and marketing channels.
• Serve as primary contact for partners and business owners during intake and pre-submission process.
• Educate clients on Lendistry’s value and build long-term relationships.
• Conduct initial deal screening for eligibility, structure, and basic credit fit.
• Collect, review, and organize borrower documentation including financials, tax returns, and bank statements.
• Prepare and package complete loan files for submission to Credit Team.
• Maintain communication to provide updates and move deals forward.
• Track and manage pipeline activity to ensure timely progression of opportunities.

Skills

Small business lending knowledge

Credit analysis

Communication skills

Time management

CRM experience

MS Office

Attention to detail

Pipeline management

Education

Bachelor’s degree in Business/Finance or related field

Tools

CRM systems

Microsoft Office

Job description

Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.If you need assistance or accommodation due to a disability, you may contact us at [e-mail] does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Lendistry, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.This position is eligible for a hybrid schedule after 30 days of employment, with three (3) days onsite and two (2) days remote per week and is based in our Los Angeles or Tustin, CA office.A Day in the LifeThe Business Loan Consultant (BLC) is responsible for managing all loan sizes, both inbound opportunities working directly with Business Owners and existing referral partners to drive deal conversion. This role works closely with brokers, and referral partners to ensure a smooth and efficient loan origination process. The Business Loan Consultant serves as a key point of contact for incoming deals, helping evaluate opportunities, gather required documentation, and move transactions forward. This role is ideal for someone who thrives in a fast-paced, high-volume environment and enjoys both relationship management and deal execution.Lendistry: Who We AreWe’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!What You’ll Be DoingManage inbound loan opportunities across all loan sizes and loan products from referral partners, brokers, and marketing channelsServe as a primary point of contact for partners and business owners during the intake and pre-submission processEducating both on Lendistry’s unique value add, ensuring a long-term relationship with customersConduct initial deal screening for eligibility, structure, and basic credit fitCollect, review, and organize borrower documentation including financials, tax returns, and bank statementsPrepare and package complete loan files for submission to the Credit TeamMaintain consistent communication with partners and business owners to provide updates and move deals forwardTrack and manage pipeline activity to ensure timely progression of all opportunitiesInput and maintain accurate data in CRM systemsCoordinate with internal teams including credit, processing, and closingIdentify opportunities to improve conversion rates and operational efficiencyPerform other duties as assignedYour Areas of Knowledge and ExpertiseBachelor’s degree in Business, Finance, or related field preferred2 to 5 years of experience in lending, banking, sales support, or financial servicesWorking knowledge of small business lending and loan structures (SBA experience preferred)Ability to fully analyze, structure and package credit transactionsStrong organizational and time management skillsExcellent communication skills with both internal teams and external partnersAbility to manage a high-volume pipeline with attention to detailProficiency in Microsoft Office (Word, Excel, PowerPoint)Experience with CRM systems preferredStrong problem-solving skills and ability to move deals forward proactivelyWhy You'll Love Working Here:Comprehensive Medical, Dental, and Vision InsuranceGenerous Paid Time OffBirthday Day Off12 Paid Company Holidays401(k) MatchFSA and HSAPaid Life InsurancePaid Disability InsurancePet InsuranceEmployee Assistance Program (EAP)Professional Development CoursesIn Office Provided Snacks and DrinksGym Facilities (LA & Tustin/CEC Offices)In Office Engagement ActivitiesCompensation RangeThe US base salary range for this full-time position is $65,000 - $85,000 annually plus commission.Our salary ranges are determined by role, level, and location.The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.Physical RequirementsThis is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.ACKNOWLEDGEMENTB.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.