Business Loan Consultant

About the role

The Business Loan Consultant (BLC) manages all loan sizes, both inbound opportunities working directly with Business Owners and existing referral partners to drive deal conversion. This role works closely with brokers and referral partners to ensure a smooth and efficient loan origination process. The BLC serves as a key point of contact for incoming deals, helping evaluate opportunities, gather required documentation, and move transactions forward. This role is ideal for someone who thrives in a fast-paced, high-volume environment and enjoys 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

Preferred Bachelor’s degree in Business, Finance, or related field. 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. Ability 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.