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. Contact us for assistance or accommodation due to a disability: View email address on click.appcast.io About Lendistry We’re 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 to create economic opportunities and fuel growth for small business owners and their communities. Position Overview The Inside Sales Representative (ISR) supports business development by working primarily on internal leads generated by the company and account executives. The role focuses on nurturing leads, engaging with potential clients, and transitioning them into funded loans. This position is a clear path to grow into a full Business Development Officer or Account Executive, where responsibilities expand to managing partnerships and participating in community events for loan origination. Responsibilities 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. Qualify leads in a timely manner, adhering to company timelines, and ensure accurate tracking throughout the sales process. Maintain thorough knowledge of loan products, guidelines, pricing, required documentation, educational resources, and other services offered by Lendistry. Build relationships with small business owners and generate new loan applications. Manage company‑provided leads and applications to meet and exceed production goals. Review loan application packages for completeness and eligibility. Consistently outreach to target prospects to maintain loan pipelines at required levels and achieve funding goals. Deliver an exemplary customer experience throughout the entire lending process. Provide research and help resolve customer questions or issues, including discrepancies, system issues, policy interpretations, and audit remediation. Master Salesforce and the Lendistry portal to provide an unparalleled customer technology experience. Meet quality metrics for all applications reviewed and submitted to manager and/or credit. Meet all timelines for KPIs and regulatory requirements. Effectively capture all customer information and activity in Salesforce, assigning tasks to create an outstanding customer experience. Actively engage in community activities that support the mission of Lendistry. Adhere to all lending, communication, and risk management guidelines, policies, and procedures. Take advantage of available learning to maintain product/service knowledge. Build and maintain strong rapport with colleagues to ensure efficiency and prioritize customer experience. Manage relationships with partners who initiate contact with the company, qualifying inbound inquiries and coordinating internal support. Perform other duties as assigned to support departmental efficiency. Qualifications Bachelor’s degree in business, finance, or a related field and 1‑2 years’ experience. Basic understanding of small business lending is preferred. Knowledge of SBA eligibility requirements, SOP 50, 10, and conventional small business lending. Proven track record of achieving results; ability to coordinate and prioritize concurrent activities within a deadline‑driven climate. Ability to fully analyze, structure, and package credit transactions. Exceptional customer service skills with a solutions‑oriented mindset. Excellent verbal and written communication skills. Ability to work autonomously in a fast‑paced environment with limited supervisory oversight. Knowledge of business fundamentals and the competency to analyze Business and Personal Tax Returns, Interim Financials, Bank Statements, and Debt Schedules. Strong relationship management and negotiation skills. Ability to deliver exceptional customer service and foster strong client connections that drive referrals. Post‑sale relationship management to build a future loan sales network. Strong sense of urgency and ability to thrive in a fast‑paced environment. Proficiency in MS Word, Excel, and PowerPoint. Compensation US base salary range: $25.00 – $35.00 per hour plus commission. Salary determinations consider role, level, and location, and individual pay is based on job‑related skills, experience, and state of residence. Physical Requirements This is a stationary position requiring frequent sitting (~95%) and repetitive wrist motions, grasping, speaking, listening, and close vision. Occasional standing, lifting, carrying (≤20 lbs), walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder may be required. Employees must be physically able to efficiently perform essential functions. EEO Statement Lendistry is an Equal Employment Opportunity Employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender expression, gender identity, sexual orientation, military or veteran status, or any other characteristic protected under applicable federal, state or local law. #J-18808-Ljbffr Lendistry