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 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 position is eligible for a hybrid schedule after 30 days of employment, with three (3) days onsite and two (2) days remote per week and is based in our Los Angeles or Tustin, CA office.

A Day in the Life 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.

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 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

Educating 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

Your Areas of Knowledge and Expertise Bachelor’s degree in Business, Finance, or related field preferred2 to 5 years of experience in lending, banking, sales support, or financial services

Working knowledge of small…