Loan Support Specialist

Primary Funding Corporation; Carlsbad (CA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

100% employer-paid healthcare

Paid vacation and holidays

Company-matching retirement plan

Annual vacation fund

Job summary

Primary Funding Corporation seeks a detail-oriented Loan Support Specialist to assist the Credit Department. The role offers exposure to underwriting, onboarding, and portfolio management in a collaborative, high-performing team.

You will support the credit process, organize applications, and manage funding requests while providing administrative support across teams.

Qualifications

• Bachelor’s degree in business, finance, accounting, or a related field.
• Experience in lending, banking, accounting, or financial services preferred.
• Strong organizational and communication skills with attention to detail.

Responsibilities

• Support underwriting by organizing applications and reviewing documents.
• Assist onboarding new clients and ensure smooth setup.
• Help manage portfolio activity and process funding requests.
• Provide administrative support to Sales and Operations teams.
• Support VP of Credit with ad hoc projects.

Skills

Highly organized

Attention to detail

Strong analytical skills

Effective communicator

Independent worker

Proactive

Education

Bachelor’s degree in business/finance/accounting

Tools

Outlook

Excel

Word

Job description

Primary Funding Corporation is seeking a detail-oriented and motivated Loan Support Specialist to join our growing team. This role is ideal for someone eager to build a career in credit and alternative lending while gaining hands‑on experience across underwriting, portfolio management, and operations in a collaborative, high-performing environment.

About Us -

Primary Funding Corporation (PFC) is based in San Diego and provides alternative lending solutions to businesses across a variety of industries. Our core product is factoring, and we support companies from early-stage startups to those generating $25M+ in annual revenue. We take pride in building long‑standing client relationships through exceptional service, transparent pricing, flexible terms, and efficient approvals.

Our Culture -

At PFC, who you are matters just as much as what you can do. We are a close‑knit, team‑oriented organization that values integrity, accountability, and continuous improvement. We’re looking for someone who wants to contribute to a collaborative environment and grow alongside the company.

Our Core Values:

• Be truthful and only make promises that you can keep
• Find ways to improve yourself and the company
• Be respectful - treat others the way you want to be treated
• Embrace change for the sake of progress

If these values resonate with you, we encourage you to apply.

Role Overview -

The Loan Support Specialist will support the Credit Department and broader operational efforts at PFC. This position provides exposure to underwriting, client onboarding, and portfolio management, offering a strong foundation for growth within the alternative finance industry.

Key Responsibilities:

• Support underwriting by organizing applications, reviewing documentation, and assisting in due diligence efforts
• Conduct basic research and gather information to support credit analysis
• Assist with onboarding new clients, ensuring accurate setup and smooth transitions
• Manage ongoing portfolio activity, including processing funding requests and applying payments
• Provide administrative support for the Sales and Operations teams
• Deliver ad‑hoc administrative and project support to the VP of Credit

Who You Are:

• Highly organized with exceptional attention to detail
• Able to manage multiple priorities and meet deadlines in a fast‑paced environment
• Reliable, proactive, and capable of working independently
• Strong analytical and problem‑solving skills
• Effective communicator, both written and verbal
• Professional, collaborative, and respectful in both internal and external interactions
• Adaptable, eager to learn, and willing to take on evolving responsibilities
• Proficient in Microsoft Office (Outlook, Excel, and Word), and quick to learn industry‑specific software

Preferred:

• Working knowledge of financial statements (Balance Sheet, Profit and Loss, Accounts Receivable and Accounts Payable)
• Bachelor’s degree in business, finance, accounting, or a related field; or
• Relevant experience in lending, banking, accounting, or financial services

Why Join PFC -

This role offers the opportunity to build meaningful experience in credit and lending while working closely with a supportive, experienced team. As PFC continues to grow, there will be opportunities to expand your responsibilities and develop into more advanced roles within credit and portfolio management.

• Full‑time, onsite position (Monday through Friday, 8:00 AM – 4:00 PM)
• Salary: $60,000.00 annually (commensurate with experience)
• 100% employer‑paid healthcare for the employee, with competitive dental and vision coverage
• Paid vacation time and company‑observed holidays
• Company‑matching retirement plan
• Annual vacation fund to support personal travel and work‑life balance