Job Description
This is a remote position.
Overview
The Loan Processor & Lender Liaison is the Master Communicator and the primary engine of growth for our firm. You are responsible for hunting high-value opportunities, qualifying sophisticated borrowers, and positioning our brokerage as an elite financial partner. You don’t just sell loans; you architect capital solutions that ensure business longevity.
Key Responsibilities
- Vertical Dominance : Execute high-volume, high-intent outreach via cold calling within our designated industry vertically to generate new business opportunities.
- Strategic Discovery : Conduct deep-dive qualification calls to understand the borrower’s Three-Year Plan. Ensure the capital supports growth, not just immediate survival.
- Value-Based Positioning : Position our firm as a fractional CFO partner. Explain why a specific product (e.g., Line of Credit) is superior to another (e.g., MCA) for...
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