Lending Specialist jobs in United States
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FranFund · 2 months ago

Lending Specialist

FranFund is a consulting company specializing in franchise funding, recognized as the #1 Banking and Financing Supplier in Franchising by Entrepreneur Magazine. They are seeking a results-driven and client-focused Lending Specialist responsible for analyzing financial information and guiding clients toward suitable business funding solutions.

Asset ManagementBankingConsultingFinancial ServicesVenture Capital

Responsibilities

Represents FranFund’s vision, mission, and values in daily work, maintaining strong relationships with franchise consultants, franchisors, referral sources, and internal teams
Manages lending evaluations, including reviewing FranScore applications, financials, FDDs, business venture details, and credit reports to assess eligibility and risk
Conducts lending consultations to determine loan options and strategies, clearly explaining processes, timelines, and program requirements
Communicates updates to consultants and referral partners, delivers unfavorable decisions tactfully, and handles refund requests as needed
Resolves lending-related crises and conflicts promptly while ensuring high-quality customer service, consistent performance, and effective collaboration with Lending Operations

Qualification

Customer interaction managementFinance knowledgeCRM tools (Salesforce)Math calculationsCrisis managementProblem-solving skillsCommunication skills

Required

Prior experience in a role managing a high volume of customer interactions, including frequent phone communication
Experience handling challenging conversations and resolving customer issues
Comfortable performing math calculations and interpreting figures mentally with accuracy
Proven knowledge of finance, banking, SBA and franchise industry policies, procedures and criteria
Demonstrated initiative, decisiveness under stress, and strong crisis-management and problem-solving skills
Proven success thriving in fast-paced, high-pressure environments
Familiarity with CRM or client-management tools (Salesforce highly preferred) and the ability to work both independently and collaboratively
PC proficiency with Microsoft Office
Willingness and ability to travel for work purposes

Company

FranFund

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It offers investment management, advisory, and other related services.

Funding

Current Stage
Early Stage

Leadership Team

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Emily Harter
Executive Assistant to Chief Executive Officer and President
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Company data provided by crunchbase