Loan Officer

🔥 11 minutes ago

🏄 California, Virginia – Remote

🏄 California – Remote ⚔️ Virginia – Remote

💵 $69.4k - $82k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

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CDC Small Business Finance

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1979

💸 Finance

🤝 Non-profit

💳 Fintech

Finance • Non-profit • Fintech

CDC Small Business Finance is a nonprofit organization dedicated to providing flexible and accessible financing options to small businesses and entrepreneurs. Specializing in SBA 504 and commercial real estate loans, the organization offers loans ranging from $30,000 to over $30 million. Their focus is on understanding the unique stories and needs of each business to provide tailored financial solutions without hidden fees. CDC Small Business Finance is part of the Momentus Capital family and emphasizes impact investments, advocacy, and building inclusive communities. They have helped create and preserve jobs since 1978 and are committed to supporting economic growth through financial services and business advising.

📋 Description

• Pre-qualify loan prospects referred from external sources and economic development partnerships • Generate a stable volume of prequalified loan leads for referral to Smart Growth Business Product team members • Actively contact and manage prospects from multiple customer acquisition channels • Contact prospects to outline CDC products and collect information required for loan prequalification • Create spreadsheet-based credit analyses and program eligibility assessments using CDC tools • Communicate with potential borrowers to maintain interest in CDC products • Assess near-qualified prospects for business advising and refer them accordingly • Prepare reports and assist with special projects • Work with external vendors and referral sources to maximize viable lead generation

🎯 Requirements

• Bachelor’s Degree with a major in business, finance or marketing related studies • Minimum 2 years of work experience, preferably in finance, lending or small business advising • Intermediate or advanced computer skills • Excellent customer relationship management skills • Strong writing skills • Dedicated, motivated team player • Thrives in a fast-paced environment • Customer service focused • Comfortable working with and creating basic financial reports • Ability to work on multiple files and projects effectively • Detail oriented • Self-motivated, takes initiative, solves problems • Bi-lingual (Spanish) a plus • Some experience in finance/lending work or university related

🏖️ Benefits

• Eligible for remote work • Commission eligibility • All employees must be legally authorized to work in the United States • Company will not sponsor applicants for work visas

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