Business Loan Representative

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 hr 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 posting is intended to establish a pool of qualified candidates for anticipated hiring needs. Submission of an application does not guarantee an interview or immediate employment opportunity. Candidates who meet the qualifications may be contacted as positions become available.

A Day in the Life The Business Loan Representative (BLR) will support the business development efforts by working primarily on internal leads generated by the Company and/or Account Executives. The role focuses on nurturing these leads, engaging with potential clients, and transitioning them into funded loans. This position is a clear path to transition into full Business Development Officer or Account Executive role, where individuals will take on increased responsibility for growing and managing existing partnerships and participating in approved community events for the purpose of originating loans.

The BLR will identify the structure of the appropriate loan products, review KYC and KYB, perform preliminary credit analysis and collect and review all minimum required documents and additional financial and other documentation as necessary for both the business and individual borrower(s) to submit the initial packaged request for processing.

A key priority for the BLR is to create a unique customer experience that delivers customer-centric solutions to meet customers’ financing needs. ISR will be the primary point of contact for both the customer and internal colleagues throughout every stage of the lending process.

ISRs are change agents; passionate about ensuring that small businesses across our community have access to safe and affordable capital. Some travel may be required.

Lendistry:
Who We Are 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!

What You’ll Be Doing Proactively manage and follow up on leads generated by the company and account executives

Engage with potential clients via phone, email, and meetings to understand their needs, gather information, and assess their suitability for financing.

Work to qualify leads in a timely manner adhering to timelines set by the Company, and ensures they are accurately tracked and followed up through the sales process.

Maintain thorough knowledge of the loan products, loan guidelines, loan pricing, required documentation, educational resources, and other services that Lendistry offers. Use knowledge of loan products, educational resources, and other services to build relationships with small business owners and generate new loan applications.

Manage company-provided leads and applications to effectively meet and exceed production…