Business Loan Consultant

Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.

If you need assistance or accommodation due to a disability, you may contact us at

Lendistry does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Lendistry, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.

And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.

This position is based onsite if you are located near our Los Angeles or Tustin, CA location and hybrid if near our Dallas, TX office.

The Business Loan Consultant (BLC) is responsible for managing 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 Business Loan Consultant 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.

We’re proud to be the nation’s largest minority‑led, tech‑savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!

• 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
• Coordinate with internal teams including credit, processing, and closing
• Identify opportunities to improve conversion rates and operational efficiency
• Perform other duties as assigned

• 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…