Business Loan Consultant

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

Benefits offered by this job

Medical, Dental & Vision Insurance

Paid Time Off

Birthday Day Off

12 Company Holidays

401(k) Match

FSA/HSA

Life Insurance

Disability Insurance

Pet Insurance

Employee Assistance Program

Job summary

Lendistry in California is seeking a Business Loan Consultant to manage inbound loan opportunities, collaborate with brokers and referral partners, and drive deal conversion. You will evaluate opportunities, gather documentation, and move transactions forward in a fast-paced environment.

The role emphasizes relationship-building with business owners and partners, thorough documentation, and collaboration with credit and processing teams.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 2 to 5 years of experience in lending, banking, sales support, or financial services.
• Working knowledge of small business lending and loan structures (SBA experience preferred).
• Ability to fully analyze, structure and package credit transactions.
• Strong organizational and time management skills.
• Excellent communication skills with internal teams and external partners.
• Ability to manage a high-volume pipeline with attention to detail.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Experience with CRM systems preferred.
• Strong problem-solving skills and ability to move deals forward proactively.

Responsibilities

• Manage inbound loan opportunities from referral partners, brokers, and marketing channels.
• Serve as primary contact for partners and business owners during intake and pre-submission.
• Educate clients on Lendistry’s value to foster long-term relationships.
• Conduct initial deal screening for eligibility, structure, and credit fit.
• Collect and review borrower documentation including financials, tax returns, and bank statements.
• Prepare and package complete loan files for submission to Credit Team.
• Maintain communication with partners and owners to provide updates and move deals forward.
• Track and manage pipeline to ensure timely progression of opportunities.
• Input and maintain data in CRM systems.
• Coordinate with internal teams including credit, processing, and closing.
• Identify opportunities to improve conversion rates and efficiency.
• Perform other duties as assigned.

Skills

Strong communication

High-volume pipeline management

Organizational skills

Problem solving

Time management

Education

Bachelor’s degree in Business/Finance

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]

Lendistry 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 Life

The 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 Are

We’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 Doing

• Manage inbound loan opportunities across all loan sizes and loan products from referral partners, brokers, and marketing channels
• Serve as a primary point of contact for partners and business owners during the intake and pre-submission process
• Educating both on Lendistry’s unique value add, ensuring a long-term relationship with customers
• 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 the Credit Team
• Maintain consistent communication with partners and business owners to provide updates and move deals forward
• Track and manage pipeline activity to ensure timely progression of all opportunities
• Input and maintain accurate data in CRM systems
• Coordinate with internal teams including credit, processing, and closing
• Identify opportunities to improve conversion rates and operational efficiency
• Perform other duties as assigned

Your Areas of Knowledge and Expertise

• Bachelor’s degree in Business, Finance, or related field preferred
• 2 to 5 years of experience in lending, banking, sales support, or financial services
• Working knowledge of small business lending and loan structures (SBA experience preferred)
• Ability to fully analyze, structure and package credit transactions
• Strong organizational and time management skills
• Excellent communication skills with both internal teams and external partners
• Ability to manage a high-volume pipeline with attention to detail
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with CRM systems preferred
• Strong problem-solving skills and ability to move deals forward proactively

Why You'll Love Working Here

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• Birthday Day Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In Office Provided Snacks and Drinks
• Gym Facilities (LA & Tustin/CEC Offices)
• In Office Engagement Activities

Compensation Range

The 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 Requirements

This 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.

ACKNOWLEDGEMENT

B.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.