Loan Consultant

LiftFund; McAllen (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

LiftFund in McAllen, TX seeks a Loan Consultant to guide small business owners through the loan application process, assembling complete packages and ensuring timely closings.

You will collaborate with BDOs, underwriters, and closers, maintain CRM records, and deliver high-quality service while promoting financial inclusion across LiftFund’s markets. This role requires attention to detail and a customer-first mindset.

Qualifications

• HSD or equivalent required.
• 2 years in financial analysis, loan processing, or related role.
• 2 years with CRM platforms or loan systems.
• Proficient in Microsoft Office; quick to learn new systems.
• Attention to detail and accuracy in documents and data entry.
• Strong organization and time-management; multitask capable.
• Excellent written and verbal communication with empathy.
• Ability to work independently and in teams in a fast-paced environment.
• Customer-first mindset and borrower-focused service.
• Familiarity with SBA/EDA or government loan programs is a plus.
• Experience in micro/small business lending or loan closing preferred.
• English and Spanish bilingualism highly desirable.

Responsibilities

• Manage an active loan applications pipeline with strong responsiveness.
• Review applications for accuracy and completeness; identify gaps.
• Collect, verify, and package required documentation per policies.
• Collaborate with BDOs, underwriters, and closers for seamless processing.
• Conduct loan closings and ensure timely disbursement requirements.
• Maintain accurate CRM and loan-system records.
• Ensure compliance with procedures, regulatory requirements, and privacy.
• Report loan pipeline status and production metrics to supervisors.
• Deliver outstanding customer service across channels (phone, email, in-person).
• Contribute to process improvements for speed and accuracy.
• Assist borrower education initiatives and delinquency support.
• Aim for first-contact resolution.
• Perform additional duties as assigned.

Skills

CRM proficiency

Attention to detail

Time management

Communication skills

Independent & collaborative

Customer service

SBA/EDA knowledge

Small business lending

Bilingual English/Spanish

Education

High school diploma or equivalent

Job description

Loan Consultant

Summary

TheLoan Consultantplays a critical role in advancingLiftFund’smission by supporting small business owners through the loan application process. This position ensures that entrepreneurs—particularly those lacking access to traditional capital—receive efficient, high-quality service while navigatingLiftFund’slending programs.

The Loan Consultantis responsible forcollecting and analyzing client documents, assembling complete andaccurateloan packages, and collaborating with cross-functional teams to ensure smooth processing from application through closing. With a strong customer service orientation and a keen eye for detail, this role supports business success and promotes financial inclusion acrossLiftFund’smarkets.

Essential Duties and Responsibilities

• Manage an active pipeline of loan applications whilemaintaininghigh responsiveness to client needs and organizational timelines.
• Review incoming applications for accuracy and completeness, proactively identifying potential gaps or issues.
• Collect, verify, and package required documentation according toLiftFund’scredit policies and underwriting standards.
• Collaborate with Business Development Officers (BDOs), underwriters, and closers to ensure seamless loan processing and exceptional client experience.
• Conduct loan closings and ensure that all disbursement requirements are fulfilled accurately andtimely.
• Maintainaccurate, up-to-date records inLiftFund’sCRM and loan management systems.
• Ensure compliance with internal procedures, regulatory requirements, and data privacy standards.
• Regularly report on loan pipeline status, processingtimeframes, and production metrics to supervisors and team members.
• Deliver outstanding customer service across multiple communication channels, including phone, email, text, and in-person interactions.
• Contribute to continuous process improvements that enhance speed, accuracy, and customer satisfaction.
• Participate in borrower support efforts, including business education initiatives and delinquency managementassistance.
• Aim for first-contact resolution when addressing client inquiries or issues.
• Performadditionalduties asassigned to support departmental goals and organizationalmission.

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.
• Strong computerproficiency, including Microsoft Office Suite; ability to adopt new systems quickly.
• Exceptional attention to detail and accuracy in document review and data entry.
• Excellent organizational and time management skills with the ability to manage multiple tasks and deadlines.
• Strong communicationskills—written, verbal, and interpersonal—with a focus on active listening and empathy.
• Demonstrated ability to work both independently and collaboratively in a fast-paced environment.
• Customer-first mindset anda commitmentto providing a positive borrower experience.
• Results-driven, accountable, and committed to continuous improvement.
• Familiarity with SBA, EDA, or other government-funded loan programs is a plus.
• Experience in micro or small business lending, loan packaging, or closing preferred.
• Bilingualproficiencyin English and Spanish highly desirable.

Pleasenotethis job description is not designed to cover orcontaina comprehensive listing of activities, duties, or responsibilities that arerequired ofthe 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 aregenerally Mondaythrough 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,carryand 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 otherprotected 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.