Loan Consultant

LiftFund•San Antonio, TX

23h

About The Position

The Loan Consultant supports LiftFund’s mission by helping small business owners, particularly those without access to traditional capital, navigate the loan application process. The role provides efficient, high-quality service throughout LiftFund’s lending programs by collecting and analyzing client documents, assembling complete and accurate loan packages, and collaborating with cross-functional teams from application through closing.

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.
Computer proficiency, including Microsoft Office Suite, and ability to adopt new systems quickly.
Strong 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.
Excellent 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.

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 required documentation in accordance with LiftFund’s 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, up-to-date records in LiftFund’s CRM and loan management systems.
Comply with internal procedures, regulatory requirements, and data privacy standards.
Report regularly on loan pipeline status, processing timeframes, and production metrics.
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 efforts, including business education initiatives and delinquency management assistance.
Aim to resolve client inquiries or issues on first contact.
Perform additional duties as assigned to support departmental goals and LiftFund’s mission.