Large Loan Consultant

LiftFund; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

The Large Loan Consultant at LiftFund plays a key role in supporting the processing and closing of large SBA loan transactions, including 7(a) CA SBLC loans, ensuring timely, compliant handling and excellent customer service.

You will collaborate with internal teams, review documentation for accuracy, maintain complete loan files, and help drive efficient closings while upholding LiftFund’s standards for quality, speed, and client satisfaction.

Qualifications

• Two years of experience in financial analysis, loan processing, or a similar role.
• Experience reviewing loan documentation and ensuring SBA eligibility compliance.
• Experience packaging or processing SBA 7(a) loans, including SBLC loans, strongly preferred.
• Knowledge of SBA lending or other government-backed loan programs is a plus.

Responsibilities

• Develop and deliver client checklists detailing required documentation for SBA 7(a) CA SBLC and other large loan programs.
• Work with clients and internal teams to collect, verify, and submit checklist items in a timely manner.
• Review client documents for completeness and SBA eligibility compliance.
• Package SBA 7(a) CA SBLC loan files per SBA SOP and LiftFund policies.
• Process SBA loans from post-approval through closing with accurate forms and verifications.
• Maintain compliant, complete loan files throughout the lending lifecycle.
• Input and update client and loan information in LiftFund’s loan origination system.
• Generate and manage loan-related forms and documentation per program guidelines.

Skills

CRM platforms

Loan processing

SBA 7(a) Loans

SBA SOP

Client communication

MS Office

Attention to detail

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

The Large Loan Consultant plays a key role in LiftFund’s mission by supporting the processing and closing of large loan transactions, including SBA 7(a) CA SBLC loans, in a timely and compliant manner. This position ensures operational efficiency and excellent customer service through diligent process management, collaboration with internal teams, and direct communication with clients.

As a front-line representative of the Lending Department, the Large Loan Consultant supports process improvements, and ensures SBA loan files meet SBA SOP, and internal policy requirements. This role contributes to the successful deployment of LiftFund’s financial products and services while upholding quality, speed, and customer satisfaction.

Essential Duties and Responsibilities

• Develop and deliver client checklists detailing required documentation for SBA 7(a) CA SBLC and other large loan programs.
• Work directly with clients and relevant internal teams to collect, verify, and submit checklist items in a timely manner.
• Review client-provided documents for completeness and accuracy, and SBA eligibility compliance.
• Package SBA 7(a) CA SBLC loan files in accordance with SBA SOP and LiftFund internal policies.
• Process SBA 7(a) CA SBLC loans from post-approval through closing, ensuring all SBA-required documentation, forms, and verifications are completed accurately.
• Ensure required verifications such as IRS transcripts are completed per loan program requirements.
• Reviews credit history reports.
• Maintain accurate, compliant, and complete loan files throughout the lending lifecycle.
• Proactively manage loan files to meet deadlines and ensure efficient closings and disbursements.
• Input and update client and loan information in LiftFund’s loan origination system.
• Generate and manage loan-related forms and documentation according to program guidelines, including SBA specific forms and certifications.
• Serve as a front-line resource for Loan Consultants.
• Participate in cross-functional efforts to develop and deploy new products and processes, including SBA program updates.
• Train and support lending staff on documentation, systems, and process workflows.
• Manage accurate data entry and document upload in the CRM platform.
• Contribute to process evaluations aimed at improving LiftFund’s operational effectiveness and customer service.
• Maintain compliance with internal policies, procedures, and SBA regulatory requirements.
• Perform other duties as assigned.

Minimum Qualifications

• High school diploma or equivalent.
• Two (2) years of experience in financial analysis, loan processing, or a similar role.
• Two (2) years of experience using client relationship management (CRM) platforms or loan systems.
• Experience in loan processing, documentation review, or lending support preferred.
• Experience packaging or processing SBA 7(a) loans, including SBLC loans, strongly preferred.
• Knowledge of SBA lending or other government-backed loan programs is a plus.
• Strong organizational skills; ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills with both internal teams and clients.
• Demonstrated problem-solving abilities and attention to detail.
• Ability to work collaboratively and maintain a positive, professional demeanor.
• Experience with client relationship management (CRM) platforms and Microsoft Office Suite.
• Strong critical thinking and financial literacy skills.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Travel

No travel is expected for this position.

Position Type, Days and Hours

This is a full-time, exempt position. The days and hours of work are generally Monday through Friday, 8:30 am to 5:30 pm, but the schedule may vary based on the needs of the position and the timing of key meetings and events.

Physical Demands

When working on-site, work is performed in a routine office environment. Prolonged sitting and some standing required.Occasionallylift, pull, carry and push items weighing up to twenty-five (25) pounds. This job requires working under stressful conditions to meet deadlines and address unexpected work challenges.

LiftFund Inc. is committed to providing equal employment opportunities for all our applicants and employees without regard to age, color, mental or physical disability, gender, gender identity, genetic information, marital status, military status, national origin, pregnancy, race, religion, sexual orientation, veteran status, or any other protected characteristic. Also, LiftFund provides reasonable accommodation, and it is committed to engaging in the interactive process.

In accordance with Section 504 of the Rehabilitation Act of 1973 and its implementing regulations, LiftFund Inc. does not discriminate on the basis of disability in admission to, access to, or operation of its programs, services, activities, or employment practices.LiftFund Inc. does not exclude or treat individuals differently because of disability. Reasonable accommodations are available to ensure equal access to all programs and services, including auxiliary aids and services such as qualified interpreters, accessible electronic materials, or alternate formats upon request.