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Key Responsibilities:
- Support lending officers in managing active deal pipelines
- Track deal progress, next steps, and outstanding items across multiple deals
- Ensure deals consistently move forward without delays
Borrower Communication & Follow-Up:
- Call, email, and text borrowers to follow up on missing documents and information
- Clearly explain requirements and guide borrowers through next steps
- Maintain consistent, proactive communication to keep deals progressing
Process & Organization:
- Maintain clean and accurate records in CRM and internal systems
- Follow standardized processes and help improve workflows over time
- Ensure consistency, accuracy, and completeness across all deal files
LoanBud
LoanBud is a rapidly expanding financial technology platform dedicated to SBA financing, connecting entrepreneurs to a nationwide network of lenders. They streamline the loan process through technology and operational excellence, helping business owners move faster with greater certainty.