Loan Consultant

Loan Consultant

The Loan Consultant plays a critical role in advancing Lift Fund’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 Lift Fund’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 Lift Fund’s markets.

• 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 Lift Fund’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 Lift Fund’s CRM and loan management systems.
• Ensure compliance with internal procedures, regulatory requirements, and data privacy standards.
• Regularly report on loan pipeline status, processing time frames, 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.

• 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.

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. This job requires working under…