Top 12 Loan consultant Jobs in Buena Park Ca

Business Loan Consultant
Lendistry —Tustin, CA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor of Science
- Mid-level
- Health savings account
- Paid holidays
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13d
Banking Advisor
Northern Trust Corp. —Los Angeles, CA
- $131,675 - $223,905 a year
- Full-time
- US work authorization
- Senior level
- Leadership
- Health insurance
- Dental insurance
Consumer Loan Consultant
Credit Union of Southern California —Anaheim, CA
- $21.50 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
Loan Review Senior Consultant
Crowe —Los Angeles, CA
- $76,200 - $151,000 a year
- Full-time
- 3 years
- Finance
- Supervising experience
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8d
Dental Implant Sales Consultant
Clear Choice —Torrance, CA
- $60,000 - $140,000 a year
- Full-time
- Mid-level
- 2 years
- Marketing
- Paid holidays
- Health insurance
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5d
Personal Loan Consultant
PRIORITY PLUS FINANCIAL LLC —Costa Mesa, CA
- $16.90 an hour
- Full-time
- Computer literacy
- Mid-level
- Computer skills
Senior Home Lending Advisor, La Habra, CA
JPMorganChase —La Habra, CA
- $16.90 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Home Loan Consultant
Lendistry —Los Angeles, CA
- $20 an hour
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health savings account
- Paid holidays
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Customer Service Representative (Loan Consultant II - CA)
Lendmark Financial Services, LLC —Santa Ana, CA
- $23 - $25 an hour
- Full-time
- Spanish
- Microsoft Excel
- English
- Paid holidays
- Disability insurance
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7d
Customer Service Representative (Loan Consultant I - CA)
Lendmark Financial Services, LLC —Cerritos, CA
- $20 - $23 an hour
- Full-time
- Spanish
- Microsoft Excel
- English
- Paid holidays
- Disability insurance
Quick Apply

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Northwestern Mutual —Huntington Beach, CA
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they…
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Loan Review Senior Consultant
Crowe —Columbus, OH
Prepare detailed financial analysis, including cash flow models and collateral evaluations in order to identify potential credit risks.
$76,200 - $151,000 a year
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8d
Aircraft Finance Consultant (NJUS)
NetJets —Columbus, OH
Coordinate with sales to ensure all required materials are ready ahead of owner calls or internal deal reviews. Voluntary benefits (financial protection plans).

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loan consultant jobs near buena park ca

Business Loan Consultant

Lendistry -
Tustin, CA

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Job Details

Full-time
$65,000 - $85,000 a year
13 days ago

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Pet insurance

Qualifications

Closing coordination
Deal closing
Commercial banking expertise
Customer communication
Microsoft Excel
Customer relationship building
Finance
Bachelor's degree in finance
Conversion rates analysis
Bachelor of Science
Intake
Commercial lending analysis experience in risk and credit
Bachelor's degree in business
Opportunity Management
Providing information to customers
Mid-level
Client relationship development
Improving operational efficiency
Lead Conversion
Finance
Sales conversion rate (success metric)
Transaction structuring
Bachelor's degree
Customer engagement
Coordination (loan closing)
Sales management systems proficiency
Lead Tracking
CRM system proficiency
Productivity software
Customer support for financial loans

Full Job Description

Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected]

Lendistry does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Lendistry, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.

And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.

This position is based onsite if you are located near our Los Angeles or Tustin, CA location and hybrid if near our Dallas, TX office.

A Day in the Life

The Business Loan Consultant (BLC) is responsible for managing all loan sizes, both inbound opportunities working directly with Business Owners and existing referral partners to drive deal conversion. This role works closely with brokers, and referral partners to ensure a smooth and efficient loan origination process. The Business Loan Consultant serves as a key point of contact for incoming deals, helping evaluate opportunities, gather required documentation, and move transactions forward. This role is ideal for someone who thrives in a fast-paced, high-volume environment and enjoys both relationship management and deal execution.

Lendistry: Who We Are

We’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!

What You’ll Be Doing

Manage inbound loan opportunities across all loan sizes and loan products from referral partners, brokers, and marketing channels
Serve as a primary point of contact for partners and business owners during the intake and pre-submission process
Educating both on Lendistry’s unique value add, ensuring a long-term relationship with customers
Conduct initial deal screening for eligibility, structure, and basic credit fit
Collect, review, and organize borrower documentation including financials, tax returns, and bank statements
Prepare and package complete loan files for submission to the Credit Team
Maintain consistent communication with partners and business owners to provide updates and move deals forward
Track and manage pipeline activity to ensure timely progression of all opportunities
Input and maintain accurate data in CRM systems
Coordinate with internal teams including credit, processing, and closing
Identify opportunities to improve conversion rates and operational efficiency
Perform other duties as assigned

Your Areas of Knowledge and Expertise

Bachelor’s degree in Business, Finance, or related field preferred
2 to 5 years of experience in lending, banking, sales support, or financial services
Working knowledge of small business lending and loan structures (SBA experience preferred)
Ability to fully analyze, structure and package credit transactions
Strong organizational and time management skills
Excellent communication skills with both internal teams and external partners
Ability to manage a high-volume pipeline with attention to detail
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Experience with CRM systems preferred
Strong problem-solving skills and ability to move deals forward proactively

Why You'll Love Working Here:

Comprehensive Medical, Dental, and Vision Insurance
Generous Paid Time Off
Birthday Day Off
12 Paid Company Holidays
401(k) Match
FSA and HSA
Paid Life Insurance
Paid Disability Insurance
Pet Insurance
Employee Assistance Program (EAP)
Professional Development Courses
In Office Provided Snacks and Drinks
Gym Facilities (LA & Tustin/CEC Offices)
In Office Engagement Activities

Compensation Range

The US base salary range for this full-time position is $65,000 - $85,000 annually plus commission.

Our salary ranges are determined by role, level, and location.

The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.

Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.

Physical Requirements

This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.

ACKNOWLEDGEMENT
B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.

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Refine Your Search

loan consultant jobs in buena park ca

Business Loan Consultant

Banking Advisor

Consumer Loan Consultant

Loan Review Senior Consultant

Dental Implant Sales Consultant

Personal Loan Consultant

Senior Home Lending Advisor, La Habra, CA

Home Loan Consultant

Customer Service Representative (Loan Consultant II - CA)

Customer Service Representative (Loan Consultant I - CA)

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