Business Loan Consultant

Lendistry

. Manage inbound loan opportunities across all loan sizes and loan products from referral partners, brokers, and marketing channels .

Posted 9/22/2026full-timeTustin • California • United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing inbound loan opportunities and conducting deal screening, with a strong focus on small business lending and loan structures. Proficient in maintaining communication with partners and managing a high-volume pipeline while ensuring operational efficiency.

Highest-signal resume keywords

Small Business LendingLoan StructuringCRM SystemsMicrosoft Office ProficiencyPipeline Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan PackagingCredit Transaction AnalysisFinancial Documentation ReviewDeal ScreeningOperational Efficiency Improvement

Soft Skills

Organizational SkillsTime ManagementCommunication SkillsProblem-Solving Skills

Certifications & Qualifications

Bachelor’s Degree in BusinessBachelor’s Degree in Finance

Industry Keywords

LendingBankingFinancial ServicesSales SupportSBA Experience

About the role

Key responsibilities & impact

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 partners and business owners on Lendistry’s unique value proposition
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 opportunities
Input and maintain accurate data in CRM systems
Coordinate with credit, processing, and closing teams
Identify opportunities to improve conversion rates and operational efficiency
Perform other duties as assigned

Requirements

What you’ll need

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)
Ability to fully analyze, structure and package credit transactions
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
Ability to perform the essential physical functions of the position, including frequent sitting and occasional lifting of 20 lbs or less

Benefits

Comp & perks

Comprehensive Medical, Dental, and Vision Insurance
Generous Paid Time Off
Birthday Day 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
Gym Facilities (LA & Tustin/CEC Offices)
In Office Engagement Activities
Commission