Loan Officer

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Pre-qualify loan candidates referred through external sources and economic development collaborations.

• Generate a consistent volume of prequalified loan leads for referral to members of the Smart Growth Business Product team.

• Actively engage and manage prospects across various customer acquisition channels.

• Reach out to prospects to explain CDC products and gather the necessary information for loan prequalification.

• Develop spreadsheet-based credit analyses and program eligibility evaluations utilizing CDC tools.

• Communicate with prospective borrowers to sustain their interest in CDC offerings.

• Evaluate near-qualified prospects for business advisory services and make appropriate referrals.

• Prepare reports and support special projects as needed.

• Collaborate with external vendors and referral sources to enhance viable lead generation.

⛳️ Requirements

• Bachelor’s Degree in business, finance, or marketing-related fields.

• A minimum of 2 years of professional experience, ideally in finance, lending, or small business advisory roles.

• Intermediate to advanced computer proficiency.

• Exceptional customer relationship management abilities.

• Strong writing capabilities.

• Committed, driven team player.

• Thrives in a dynamic, fast-paced environment.

• Focused on customer service excellence.

• Comfortable working with and generating basic financial reports.

• Capable of managing multiple files and projects efficiently.

• Detail-oriented with a high level of accuracy.

• Self-motivated, proactive, and adept at problem-solving.

• Bilingual (Spanish) is an advantage.

• Some experience in finance/lending or related university studies is preferred.

🏝️ Benefits

• Eligible for remote work opportunities.

• Commission eligibility available.

• All employees must be legally authorized to work in the United States.

• The company will not sponsor applicants for work visas.