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Loan Specialist

3 weeks ago


New York, New York, United States Premium Merchant Funding Full time
Job Title: Loan Specialist

**About Us:** Premium Merchant Funding (PMF) offers a range of financial solutions for small businesses, including merchant cash advances, term loans, SBA loans, and equipment financing. We pride ourselves on transparency, hard work, and a positive work culture.

**Job Description:** We're seeking an experienced Loan Specialist to support our sales reps in managing loan applications, approvals, and funding processes for small business solutions. The ideal candidate will have excellent organizational skills, attention to detail, and a customer-focused approach.

**Key Responsibilities:

  • Process and track loan applications (merchant cash advances, term loans, SBA loans, etc.)
  • Assist sales reps and follow up on required documentation
  • Communicate with clients, sales reps, and lenders
  • Maintain client records and assess risk
  • Resolve customer inquiries and motivate the sales team

**Requirements:**
* Strong organizational skills with attention to detail
* Proficient in Google Sheets, Microsoft Office; Salesforce is a plus
* Understanding of small business financing
* Degree in Accounting, Finance, or Business preferred

**What We Offer:**
* Full-time position with a competitive salary ($55,000 - $65,000 per year)
* A flexible, inclusive work environment with training and growth opportunities
* Visa sponsorship (must be currently located in NYC)