Loan Specialist Trainee

Commercial Collateral Lending
• Philadelphia , PA , US

Posted 7 days ago

As a Commercial Loan Specialist, you will support businesses in securing the funding they need to grow, expand, or stabilize operations. Your role involves assisting clients throughout the loan process, from initial inquiry to final funding. You will review applications, help collect financial documentation, and communicate with internal teams to ensure smooth, timely transactions. This role is client-facing and requires a proactive, detail-oriented approach to helping businesses access tailored financial solutions.

• Guide clients through the loan application process, ensuring they understand each step and feel confident in their decisions.
• Review and analyze financial documents to assess clients' eligibility for commercial loans, providing clear feedback and recommendations.
• Collaborate with internal teams to streamline loan processing, ensuring timely and accurate completion of all necessary paperwork.
• Communicate effectively with clients, addressing any questions or concerns promptly to maintain trust and transparency.
• Stay informed about industry trends and regulatory changes to offer clients the most current and relevant financial solutions.
• Develop and maintain strong relationships with clients, fostering a supportive environment that encourages repeat business and referrals.
• Identify opportunities for clients to access additional financial products that align with their business goals and needs.

• We will provide training.
• Ability to analyze financial documents and assess eligibility for commercial loans, ensuring clear and actionable feedback.
• Proven track record of collaborating with internal teams to streamline loan processing and ensure timely completion.
• Strong communication skills to address client questions and maintain transparency and trust.
• Up-to-date knowledge of industry trends and regulatory changes to offer relevant financial solutions.
• Demonstrated ability to develop and maintain strong client relationships, encouraging repeat business and referrals.
• Experience in identifying opportunities for clients to access additional financial products that align with their goals.

$85,000 - $225,000 yearly

At Commercial Collateral Lending, our mission is to empower businesses of all sizes by providing accessible, efficient, and customized commercial financing solutions. We are committed to delivering exceptional service, leveraging cutting-edge technology, and building lasting relationships that help clients grow, thrive, and succeed.

We believe in supporting our team with the tools, training, and collaborative culture needed to grow personally and professionally. Our company is built on a foundation of integrity, innovation, and opportunity — where every team member plays a vital role in helping forward-thinkers access the capital they need to fuel their vision.