Credit advisor

Loan Mantra; Charleston (SC); On-site; USD 55,000 - 75,000; Full time

Job summary

Hudson Capital Advisors LLC, dba Loan Mantra seeks a Credit Advisor to serve as the main point of contact for SMB clients in Charleston, SC. You will liaise with clients through the lending process, evaluate loan packages, and coordinate with bankers and partners to ensure timely, professional service.

The ideal candidate will have a finance-related degree, strong communication skills, and the ability to manage multiple tasks in a fast-paced, FinTech-influenced environment.

Qualifications

• Bachelor's degree in finance, accounting, or similar field.
• Strong work ethic, attention to detail, and ability to work autonomously and in a team.
• Ability to manage multiple tasks and prioritize workflow.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Excellent verbal and written communication skills.
• Authorized to work in the United States.

Responsibilities

• Serve as primary point of contact for SMB clients.
• Liaise with clients throughout lending process, maintaining superior client experience.
• Evaluate and underwrite prospective loan packages, including commercial mortgages.
• Communicate with bankers, partners, and other service providers with professionalism.
• Manage transaction timelines.
• Compile high quality application packages and ensure communication between borrowers and others.
• Gather and organize necessary documentation for application packages.
• Negotiate loan terms and mortgage applications.
• Research SMB market regarding new ideas and products.

Skills

Work Ethic

Attention to detail

Autonomy & Teamwork

multitasking

Communication

Adaptability

Authorized to work in US

Education

Bachelor's degree in finance, accounting, or similar field

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Hudson Capital Advisors LLC, dba Loan Mantra

Competitive base salary + year-end
performance bonus

Full time

Charleston, SC

Originations

About

Loan Mantra, powered by unparalleled and proprietary fintech, BLUE (Borrower Lender Underwriting Ecosystem) allows lenders, borrowers, franchisors, and other partners to collaborate in real time-anytime and anywhere. We offer best-in-class technology and a team of accessible financial experts for business owners and entrepreneurs to transparently and successfully acquire funding (SBA and traditional financing).

Our hiring mantra?

We like working with smart people who care about collaboration, iteration, and impact. We want to do good work for our industry, work well with our team, and serve as subject matter experts for our clients and prospective clients.

Loan Mantra is seeking a highly motivated Credit Advisor to perform critical tasks with efficiency and organization. The Credit Advisor is a significant hub on our quickly growing financial team. Candidates should be self-motivated, proactive, and detailed in their ability to work with clients both in our local headquarters of Charleston, South Carolina; and throughout the United States. Candidates must excel in a traditional financial advisory role but should also understand FinTech (financial technology), including current trends in the FinTech space.

Responsibilities include but are not limited to the following:

• Serve as primary point of contact for SMB clients.
• Liaise with clients throughout lending process, maintaining their superior client experience through constant & positive communications.
• Evaluate and underwrite prospective loan packages, including commercial mortgages.
• Communicate and interact with bankers, partners, and other service providers as required with constant professionalism and organization.
• Manage transaction timelines.
• Compile high quality application packages and ensure communication between borrowers and other parties, as necessary.
• Gather and organize necessary documentation for application packages.
• Negotiate loan terms and mortgage applications.
• Research SMB market regarding new ideas and products.

The Credit Advisor has a unique opportunity to receive effective, on-the-job training (as needed) to effectively communicate credit concerns, formulate loan structures and gain thorough understanding of various commercial lending products. The ideal candidate is a quick learner with a baseline understanding of credit finance and appreciation of the SMB market space.

Qualifications

• Bachelor's degree in finance, accounting, or similar field.
• Strong work ethic, attention to detail, and an ability to work both autonomously on self-directed projects and collaboratively in a team environment, often with global team members remote to HQ.
• Ability to manage multiple tasks simultaneously and to prioritize workflow accordingly.
• Proficiency in Microsoft Suite (Word, Excel, Power Point).
• Communicate and interact with bankers, partners, and other service providers as required with constant professionalism and organization.
• Excellent verbal and written communication skills.
• Ability to adapt to changing circumstances as dictated by market-driven concerns and/or client needs.
• Must be authorized to work in the United States.