Loan Consultant

About the role

The Loan Consultant plays a critical role in advancing LiftFund’s mission 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 navigating LiftFund’s lending programs.

Responsibilities

• Manage an active pipeline of loan applications while maintaining high 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 to LiftFund’s credit 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 and timely.
• Maintain accurate, up-to-date records in LiftFund’s CRM and loan management systems.
• Ensure compliance with internal procedures, regulatory requirements, and data privacy standards.
• Regularly report on loan pipeline status, processing timeframes, 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.
• Aim for first-contact resolution when addressing client inquiries or issues.
• Perform additional duties as assigned to support departmental goals and organizational mission.

Requirements

• 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 computer proficiency, 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 communication skills—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 and a commitment to 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.
• Bilingual proficiency in English and Spanish highly desirable.

Qualifications

• No travel is expected for this position.
• This is a full-time, exempt position. The days and hours of work are generally Monday through 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.
• When working on-site, work is performed in a routine office environment. Prolonged sitting and some standing required. Occasionally lift, pull, carry and push items weighing up to twenty-five (25) pounds.

Benefits

Not specified.

Pay

$48,000 - $69,000 per year.

Schedule

Full-time, exempt position. Generally Monday through Friday, 8:30 am to 5:30 pm, with possible variations based on position needs and meeting/event timing.