Commercial Lending Specialist
1 day ago
CornerStone Professional Placement has partnered with a prominent, nationwide financial advisory firm to seek out a talented Lending Specialist to join their Fort Worth, TX, team on a contract-to-hire basis. If you have experience in loan sales, processing, or underwriting and SBA or commercial lending knowledge, we encourage you to apply today and get your foot in the door with a company that values and develops their employees
Job Title: Lending Specialist
Location: Downtown Fort Worth, TX
Schedule: M-F, Flexible Start Time: 8AM to 8:30AM CST | 40 Hr. Week
Pay Range: $60K to $80K Base Salary BOE + Commission Opportunities Once Permanent
Job Duties:
- Perform detailed evaluations of applicant financial data to assess their qualification for loan programs
- Provide lenders with assessments and recommendations regarding borrower eligibility for preliminary approval
- Ensure high-quality client support, maintaining clear and timely communication with all relevant parties throughout the process
- Handle 3-5 consultants daily, with the goal of getting the caller a pre-approval letter by the end of the call
- Transfer callers with pre-approvals letter to the Funding Specialist to close the deal
- Provide knowledgeable and friendly customer service to clients via email and phone
- Work with clients starting up small businesses and franchises
Job Requirements:
- A degree in business, finance, or a related field, or relevant work experience in lieu of a degree
- Strong understanding of commercial lending processes, including reviewing financial statements, credit assessments, and cash flow evaluations
- Ability to analyze financial reports, tax filings, and other financial documents
- Excellent written and verbal communication skills in a finance or lending context
- Proven ability to deliver high-quality customer service
- Proficient in business writing and professional correspondence
- Advanced skills in Microsoft Office and familiarity with Salesforce or similar CRM platforms
- 2+ years of experience in loan processing, underwriting, or sales, especially in SBA lending or a similar area
- Open to occasional travel for business needs after going permanent
CornerStone Benefits:
- Medical, Dental, Vision
- Disability & Life Insurance
- Weekly pay Every pay day is Friday
Benefits After Going Permanent:
- Commission + PTO & Paid Holidays
- Medical Benefits with Generous Employer Contribution
- Dental, Vision, Short-Term Disability, Long-Term Disability, Life/AD&D Insurance Plans
- Medical & Dependent Care Flexible Spending Accounts (FSAs)
- 401(K) Plan with Employer Contribution
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