Internal Loan Officer - Remote

Overview

The Internal Loan Officer plays a vital role in pre-qualifying loan prospects and generating leads for loan products, working closely with external vendors and referral sources.

In Short

• Reports to the Internal Sales Manager.
• Pre-qualifies loan prospects from external sources.
• Generates a stable volume of prequalified loan leads.
• Communicates with potential borrowers about CDC products.
• Conducts credit analysis and eligibility assessments.
• Works with external vendors for lead generation.
• Prepares reports and assists on special projects.
• Ensures qualified prospects remain interested in loan products.

Requirements

• Experience in loan qualification processes.
• Strong communication skills.
• Ability to manage multiple customer acquisition channels.
• Proficiency in credit analysis tools.
• Experience working with external vendors.

Benefits

• Opportunity to work in a mission-driven organization.
• Access to comprehensive loan products and training programs.
• Contribute to community economic mobility.