Lending Specialist jobs in United States
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FranFund · 21 hours ago

Lending Specialist

positionFort Worth, TX, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$60K/yr - $70K/yr

FranFund is an award-winning funding partner that helps entrepreneurs finance their franchise purchases. The Lending Specialist serves as a trusted advisor, guiding clients through the lending process by evaluating their financial position and recommending appropriate funding strategies.

Asset ManagementBankingConsultingFinancial ServicesVenture Capital

Responsibilities

Review loan applications, credit reports, financial statements, and franchise documentation to assess funding readiness and risk
Conduct consultations with prospective clients to determine eligibility and recommend short- and long-term funding strategies
Educate clients on lending options, requirements, timelines, and next steps
Partner with franchise consultants, franchisors, and referral sources throughout the pre-engagement process
Communicate loan decisions clearly and professionally, including denials or unqualified determinations
Manage complex or time-sensitive lending situations with sound judgment and empathy
Collaborate closely with internal Lending Operations and support teams
Maintain accurate activity tracking in Salesforce and meet defined performance metrics
Deliver a consistently high level of customer service and professionalism

Qualification

Lending knowledgeFinancial analysisSalesforce proficiencyAnalytical skillsProblem-solving skillsDecision-making skillsClient communicationMicrosoft OfficeTeam collaboration

Required

High school diploma required
Strong analytical, problem-solving, and decision-making skills
Confident communicator with a consultative, client-focused approach
Ability to work independently while contributing effectively to a team
Proficiency with Microsoft Office
Willingness and ability to travel as needed

Preferred

Experience or knowledge in lending, banking, SBA lending, or franchise finance
Proficiency with CRM systems (Salesforce preferred)

Company

FranFund

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It offers investment management, advisory, and other related services.
dateFounded in 2006
location
Fort Worth, Texas, USA
people-size11-50 employees
web-link
http://www.franfund.com/

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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Recent News

citybiz
FranFund Welcomes Eric Schechterman as Sales Manager
2025-08-15
PR Newswire
FranFund Welcomes Eric Schechterman as New Sales Manager
2025-08-14
Morningstar
FranFund Voted #1 Franchise Supplier for Banking/Financing by Entrepreneur Magazine
2023-09-19
Company data provided by crunchbase