Lending Specialist

The Lending Specialist at FranFund serves as a trusted advisor to aspiring business owners, helping them understand their financial position and identify the right funding strategies to achieve their ownership goals. This role blends financial analysis, consultative lending, and relationship management to guide clients through the early stages of the lending process and toward successful business ownership.

What You’ll DoReview 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

What We’re Looking ForHigh school diploma required

Experience or knowledge in lending, banking, SBA lending, or franchise finance preferred

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 and CRM systems

Performance ExpectationsConduct multiple client consultations on a daily basis

Meet or exceed engagement and conversion benchmarks

Additional RequirementsWillingness and ability to travel as needed

$60000.0 - $70000.0 Annual Salary