Business Loan Advisor

LendAbiz is seeking a motivated and results-driven Business Loan Advisor to assist business owners in securing financing solutions tailored to their operational and growth needs. The ideal candidate will guide clients through the funding process evaluate financial qualifications explain available lending products and maintain strong client relationships from application through funding.

This role requires excellent communication skills financial sales experience and the ability to thrive in a fast-paced alternative lending environment. The Business Loan Advisor will work closely with underwriting and operations teams to ensure a smooth and efficient customer experience.

Key Responsibilities

• Consult with business owners to understand their financing needs and recommend suitable lending solutions
• Educate clients on available products including term loans bridge loans revenue-based financing and lines of credit
• Generate and manage a pipeline of prospective borrowers through outbound and inbound leads
• Review financial documents including bank statements revenue reports and business information
• Assist clients throughout the application approval and funding process
• Maintain regular communication with clients to provide funding updates and support
• Work closely with underwriting and funding teams to expedite approvals and closings
• Meet or exceed monthly funding and sales performance goals
• Maintain accurate records of customer interactions and financing activities in CRM systems
• Stay informed on industry trends lending products and compliance requirements

Qualifications

• Bachelors degree in Business Finance Marketing or related field preferred
• 2 years of experience in business lending merchant cash advance (MCA) financial sales or related industries preferred
• Strong sales negotiation and customer relationship management skills
• Understanding of commercial financing products and business financials
• Ability to analyze client needs and recommend financing solutions
• Excellent verbal and written communication skills
• Comfortable working in a goal-oriented and fast-paced environment
• Proficiency with CRM software and Microsoft Office Suite

Preferred Skills

• Experience in alternative lending or fintech environments
• Knowledge of SBA loans working capital solutions and revenue-based financing
• Strong phone sales and lead conversion abilities
• Ability to build long-term business relationships
• High attention to detail and organizational skills

Benefits

• Competitive base salary plus commission opportunities
• Performance bonuses and career growth opportunities
• Professional development and ongoing sales training
• Collaborative and supportive team environment
• Paid time off and company holidays
• Health and wellness benefits