Loan Consultant

LiftFund•McAllen, TX

10d

About The Position

The Loan Consultant supports LiftFund’s mission by guiding small business owners through the loan application process, particularly entrepreneurs who lack access to traditional capital. The role provides efficient, high-quality service as clients navigate LiftFund’s lending programs. The Loan Consultant collects and analyzes client documents, assembles complete and accurate loan packages, and collaborates with cross-functional teams to support processing from application through closing. The position also conducts loan closings, maintains records, helps ensure compliance, reports on pipeline and production metrics, and contributes to borrower support and process improvement. This is a full-time, exempt position. Work is generally Monday through Friday, 8:30 a.m. to 5:30 p.m., though schedules may vary according to role needs and the timing of meetings and events. No travel is expected. When working on-site, the role is performed in a routine office environment. It involves prolonged sitting and some standing, occasional lifting, pulling, carrying, and pushing of items weighing up to 25 pounds, and working under stressful conditions to meet deadlines and address unexpected challenges.

Requirements

High school diploma or equivalent.
Two years of experience in financial analysis, loan processing, or a similar role.
Two years of experience using client relationship management (CRM) platforms or loan systems.
Strong computer proficiency, including Microsoft Office Suite, and ability to adopt new systems quickly.
Exceptional attention to detail and accuracy in document review and data entry.
Strong organizational and time-management skills, including the ability to manage multiple tasks and deadlines.
Strong written, verbal, and interpersonal communication skills, with active listening and empathy.
Ability to work independently and collaboratively in a fast-paced environment.
Customer-first mindset and commitment to a positive borrower experience.
Results-driven, accountable, and committed to continuous improvement.

Nice To Haves

Familiarity with SBA, EDA, or other government-funded loan programs.
Experience in micro or small business lending, loan packaging, or closing.
Bilingual proficiency in English and Spanish is highly desirable.

Responsibilities

Manage an active pipeline of loan applications while responding to client needs and organizational timelines.
Review incoming applications for accuracy and completeness, identifying potential gaps or issues.
Collect, verify, and package documentation according to LiftFund credit policies and underwriting standards.
Collaborate with Business Development Officers, underwriters, and closers to support smooth loan processing and a positive client experience.
Conduct loan closings and ensure disbursement requirements are fulfilled accurately and on time.
Maintain accurate, current records in LiftFund’s CRM and loan management systems.
Ensure compliance with internal procedures, regulatory requirements, and data privacy standards.
Report regularly on loan pipeline status, processing timeframes, and production metrics to supervisors and team members.
Provide customer service by phone, email, text, and in-person interactions.
Contribute to process improvements that enhance speed, accuracy, and customer satisfaction.
Participate in borrower support, including business education initiatives and delinquency management assistance.
Aim to resolve client inquiries or issues at first contact.
Perform additional duties as assigned to support departmental goals and LiftFund’s mission.