Small-Business Loan Specialist

LiftFund; Chicago (IL); On-site; USD 52,000 - 68,000; Full time

Job summary

LiftFund seeks a Loan Consultant to support small business owners through the loan application process. You will assemble complete loan packages, analyze documents, and collaborate with cross-functional teams to move from application to closing.

The role emphasizes high-quality service, attention to detail, and a passion for financial inclusion across LiftFund markets. Expect a busy, customer-focused environment with opportunities to educate borrowers.

Qualifications

• Two years of experience in financial analysis, loan processing, or a similar role.
• Strong attention to detail and accuracy in document review and data entry.
• Excellent organizational and time management with the ability to manage multiple tasks.
• Customer-focused mindset with a commitment to providing a positive borrower experience.
• Familiarity with SBA, EDA, or other government-funded loan programs is a plus.

Responsibilities

• Manage an active pipeline of loan applications with high responsiveness to client needs and timelines.
• Review applications for accuracy and completeness, identifying gaps or issues.
• Collect, verify, and package required documentation per policies and underwriting standards.
• Collaborate with BDOs, underwriters, and closers to ensure smooth processing and client experience.
• Conduct loan closings and ensure all disbursement requirements are fulfilled timely.
• Maintain accurate records in CRM and loan management systems.
• Ensure compliance with internal procedures, regulatory requirements, and data privacy standards.
• Report on loan pipeline status, processing timeframes, and production metrics to supervisors.
• Deliver outstanding customer service across multiple channels (phone, email, text, in-person).
• Participate in borrower education initiatives and delinquency management assistance.

Tools

CRM platforms

Job description

LiftFund seeks a Loan Consultant to support small business owners through the loan application process. You will assemble complete loan packages, analyze documents, and collaborate with cross-functional teams to move from application to closing.

The role emphasizes high-quality service, attention to detail, and a passion for financial inclusion across LiftFund markets. Expect a busy, customer-focused environment with opportunities to educate borrowers.