Lending Specialist TX

Lending Specialist

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

Job ID : 151928

Location : Fort Worth, TX | Onsite

Compensation & Schedule :

$28–$30 / hour (commensurate with experience)

Monday–Friday, 8 : 30 AM – 5 : 30 PM

ROLE IMPACT

As a Lending Specialist, you will take full ownership of the client lending consultation process, from financial prequalification through funding strategy execution. This is a results-driven role for someone who thrives on precision, accountability, and proactive client communication. You’ll work directly with high-potential entrepreneurs to assess eligibility, deliver insight-backed lending recommendations, and structure strategic funding plans that align with client goals.

This position is ideal for a high-performing professional who is energized by deadlines, motivated by outcomes, and skilled in navigating complex lending scenarios with confidence and clarity.

CORE RESPONSIBILITIES

Drive and lead client lending consultations with precision and professionalism

Analyze personal financials, credit reports, and business goals to assess loan readiness and strategic fit

Own the prequalification process—evaluate risk and deliver clear funding recommendations

Communicate outcomes decisively to clients, consultants, and referral partners with speed and accuracy

Educate stakeholders on SBA and conventional lending policies, eligibility, and timelines

Maintain strong, proactive relationships with brokers, franchisors, lenders, and internal teams

Deliver difficult messages (e.g., denials, ineligibility) tactfully, with poise and professionalism

Collaborate with internal lending operations to ensure smooth documentation handoffs

Track all client engagement meticulously in the CRM and maintain clean, audit-ready records

Handle refund decisions for clients based on the prequalification assessments you conduct

MINIMUM QUALIFICATIONS

2+ years’ experience in lending, finance, consulting, or a performance-based client service role

Deep knowledge of SBA and bank lending processes, credit analysis, and loan eligibility criteria

High school diploma required; advanced coursework in finance or business preferred

Advanced proficiency with Microsoft Office Suite; CRM or Salesforce experience a plus

Confident communicator and strong decision-maker with executive presence

Unwavering attention to detail and a passion for process optimization

Demonstrated ability to handle multiple clients and deadlines with ease and control

Travel may be required for high-impact business engagements

WHAT SUCCESS LOOKS LIKE

You make swift, informed decisions that move clients forward

You keep every stakeholder in the loop—before they have to ask

You hit the ground running, master complex systems quickly, and elevate the client experience

You thrive under pressure and never let balls drop

You are the go-to resource for trusted funding strategy

WHY JOIN US

This is more than just a role—it’s a launchpad for high achievers. At the company, we reward initiative, celebrate clarity, and value strategic thinking. If you’re looking for a career where your results are visible, your input is valued, and your pace is matched, this is the opportunity for you.

LEGAL NOTICE

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