Business Loan Consultant

About the role

The Business Loan Consultant (BLC) manages all loan sizes, working directly with Business Owners and referral partners to drive deal conversion. This role works closely with brokers and referral partners to ensure a smooth loan origination process. The BLC serves as a key point of contact, evaluating opportunities, gathering required documentation, and moving transactions forward. Ideal candidates thrive in a fast-paced, high-volume environment and enjoy both relationship management and deal execution.

Responsibilities

• Manage inbound loan opportunities across all loan sizes and loan products from referral partners, brokers, and marketing channels
• Serve as a primary point of contact for partners and business owners during the intake and pre-submission process
• Educate both on Lendistry's unique value add, ensuring a long-term relationship with customers
• Conduct initial deal screening for eligibility, structure, and basic credit fit
• Collect, review, and organize borrower documentation including financials, tax returns, and bank statements
• Prepare and package complete loan files for submission to the Credit Team
• Maintain consistent communication with partners and business owners to provide updates and move deals forward
• Track and manage pipeline activity to ensure timely progression of all opportunities
• Input and maintain accurate data in CRM systems
• Cook up and coordinate with internal teams including credit, processing, and closing
• Identify opportunities to improve conversion rates and operational efficiency
• Perform other duties as assigned

Requirements

• Bachelor’s degree in Business, Finance, or related field preferred
• 2 to 5 years of experience in lending, banking, sales support, or financial services
• Working knowledge of small business lending and loan structures (SBA experience preferred)
• Strong organizational and time management skills
• Excellent communication skills with both internal teams and external partners
• Able to manage a high-volume pipeline with attention to detail
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with CRM systems preferred
• Strong problem-solving skills and ability to move deals forward proactively

Qualifications

• Ability to analyze, structure, and package credit transactions
• Strong interpersonal and relationship-building skills
• Ability to work independently and as part of a team
• Knowledge of SBA regulations and processes

Skills

• Excellent communication skills
• Strong analytical and problem-solving skills
• Attention to detail
• Ability to manage a high-volume workload

Benefits

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In Office Provided Snacks and Drinks
• In Office Engagement Activities

Pay

The US base salary range for this full-time position is $65,000 - $85,000 annually plus commission. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence.

Schedule

This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.