Business Loan Representative

Jobtailor

Tustin (CA)

On-site

USD 70,000 - 95,000

Full time

3 days ago

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Job summary

Jobtailor in the United States is seeking a detail-oriented Lending Support Associate to nurture leads, review KYC/KYB, perform preliminary credit analysis, and guide clients through the funding process. You will serve as the primary contact and ensure a smooth customer experience across Salesforce and the Lendistry portal.

You will collaborate with Account Executives, manage loan applications, and help achieve funding goals while upholding compliance and policies.

Qualifications

Bachelor’s degree in business, finance, or a related field.
1–2 years’ experience in small business lending or a related field.
Understanding of SBA eligibility requirements and SOP 50 10.
Proven ability to analyze and structure credit transactions.
Strong customer service and problem-solving skills.

Responsibilities

Support business development through internal leads and AEs.
Nurture leads, engage clients, and transition them into funded loans.
Review KYC/KYB and perform preliminary credit analyses.
Collect and review documentation for loan applications.
Own the customer experience through the lending process.
Maintain loan pipelines and meet funding goals.
Utilize Salesforce and the Lendistry portal for data entry and follow-ups.
Ensure compliance with lending policies and regulatory requirements.

Skills

Customer service

Relationship management

Credit analysis

Sales process qualification

KYC/KYB review

Salesforce mastery

MS Excel

Communication skills

Education

Bachelor’s degree in business or finance

Tools

Salesforce

Lendistry Portal

MS Word

MS Excel

MS PowerPoint

Job description

Support business development efforts primarily through internal leads generated by the company and Account Executives
Nurture leads, engage potential clients, and transition them into funded loans
Identify appropriate loan product structures
Review KYC and KYB
Perform preliminary credit analysis
Collect and review required business, individual borrower, financial, and other documentation
Act as the primary customer and internal-colleague contact throughout the lending process
Proactively manage and follow up on company- and Account Executive-generated leads
Engage potential clients by phone, email, and meetings to understand needs and assess financing suitability
Qualify, track, and follow up on leads through the sales process
Maintain knowledge of loan products, guidelines, pricing, documentation, educational resources, and services
Manage leads and applications to meet or exceed production goals
Review loan application packages for completeness and eligibility
Maintain loan pipelines and achieve funding goals
Own the customer experience throughout the lending process
Research and help resolve customer questions and issues, including discrepancies, system issues, policy interpretations, and audit remediation
Achieve mastery of Salesforce and the Lendistry portal
Meet application quality metrics, KPI timelines, and regulatory requirements
Capture customer information and activity in Salesforce and assign follow-up tasks
Participate in community activities supporting Lendistry’s mission
Follow lending, communication, risk management, compliance, and operational policies
Maintain applicable product and service knowledge through available learning
Build strong relationships with colleagues
Manage relationships with partners, qualify inbound inquiries, understand partner needs, and coordinate onboarding
Perform other duties supporting department operations

Requirements

Bachelor’s degree in business, finance, or a related field and 1-2 years’ experience
Basic understanding of small business lending is preferred
Knowledge of SBA eligibility requirements and current SOP 50 10 and conventional small business lending
Proven track record in achieving results
Ability to coordinate and prioritize concurrent activities within a deadline-driven climate
Ability to fully analyze, structure, and package credit transactions
Exceptional customer service skills and solutions-oriented mindset
Excellent verbal and written communication skills
Ability to act autonomously in a fast-paced environment with limited supervisory oversight
Business acumen to perform basic analysis of Business and Personal Tax Returns, Interim Financials, Bank Statements, and Debt Schedules
Strong relationship management, tactical business development, and negotiation skills
Demonstrated ability to proactively deliver exceptional customer service and foster client connections
Post-sale relationship management experience
Strong sense of urgency and ability to thrive in a fast-paced environment
Strong PC skills; proficiency in MS Word, Excel, and PowerPoint
Ability to perform the essential physical functions of the position, including frequent sitting, repetitive wrist motions, grasping, speaking, listening, close vision, and focus adjustment
Some travel may be required

Core Competencies

Demonstrates expertise in small business lending, including knowledge of SBA eligibility requirements and credit transaction structuring. Excels in customer service, relationship management, and utilizing Salesforce for lead tracking and management.

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