Loan Consultant

Loan Consultant

Summary
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.

The Loan Consultant is responsible for collecting and analyzing client documents, assembling complete and accurate loan packages, and collaborating with cross-functional teams to ensure smooth processing from application through closing. With a strong customer service orientation and a keen eye for detail, this role supports business success and promotes financial inclusion across LiftFund’s markets.

Essential Duties and 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.
• Participate in borrower support efforts, including business education initiatives and delinquency management assistance.
• Aim for first-contact resolution when addressing client inquiries or issues.
• Perform additional duties as assigned to support departmental goals and organizational mission.

Minimum Qualifications

• 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.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Travel
No travel is expected for this position.

Position Type, Days and Hours
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.

Physical Demands
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. This job requires working under stressful conditions to meet deadlines and address unexpected work challenges

LiftFund Inc. is committed to providing equal employment opportunities for all our applicants and employees without regard to age, color, mental or physical disability, gender, gender identity, genetic information, marital status, military status, national origin, pregnancy, race, religion, sexual orientation, veteran status, or any other protected characteristic. Also, LiftFund provides reasonable accommodation, and it is committed to engaging in the interactive process.