Commercial Lending Sales Assistant
La Ceiba, San Pedro Sula, Honduras
Full Time
Experienced
Commercial Lending Sales Assistant
Position Summary
The Commercial Lending Sales Assistant plays a critical role in supporting the Commercial Lending Team by assisting with loan origination, client communications, lender coordination, pipeline management, and administrative operations. This position serves as the primary support resource for the Business Development Officers (BDOs) by ensuring an exceptional client experience while helping move commercial loan transactions efficiently from initial inquiry through closing.
The ideal candidate is highly organized, detail-oriented, customer-focused, and possesses excellent communication and multitasking skills.
Primary Responsibilities:
Client Relationship Management
Sales & Business Development Support
Administrative & Operations
Qualifications:
Preferred Experience
The successful candidate should demonstrate:
Performance Expectations
Success in this position will be measured by the ability to:
Note: This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.
No Third Party Agencies or Submissions Will Be Accepted.
Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP
Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.
Position Summary
The Commercial Lending Sales Assistant plays a critical role in supporting the Commercial Lending Team by assisting with loan origination, client communications, lender coordination, pipeline management, and administrative operations. This position serves as the primary support resource for the Business Development Officers (BDOs) by ensuring an exceptional client experience while helping move commercial loan transactions efficiently from initial inquiry through closing.
The ideal candidate is highly organized, detail-oriented, customer-focused, and possesses excellent communication and multitasking skills.
Primary Responsibilities:
Client Relationship Management
- Prepare and distribute client engagement agreements and required onboarding documents.
- Create and organize electronic client files in accordance with company procedures.
- Maintain accurate client records and documentation.
- Follow up with clients to obtain outstanding documentation.
- Confirm appointments, meetings, and consultations with prospective and existing clients.
- Return incoming client calls and emails in a professional and timely manner.
- Attend client consultations via Zoom or telephone to assist with note-taking, follow-up items, and client support.
- Prepare complete commercial loan packages for submission to lenders.
- Review client documentation for completeness prior to lender submission.
- Coordinate with lenders throughout the underwriting process.
- Provide administrative support to Business Development Officers and lending partners.
- Track outstanding underwriting conditions and assist clients in satisfying lender requests.
- Maintain organized loan files throughout the financing process.
Sales & Business Development Support
- Conduct outbound follow-up calls to prospective clients and referral partners.
- Schedule appointments generated through marketing campaigns and referrals.
- Assist Business Development Officers with maintaining strong relationships with clients, bankers, Realtors, CPAs, attorneys, and referral sources.
- Support business development initiatives and client retention efforts.
Administrative & Operations
- Manage and coordinate the calendars of the President and Senior Business Development Officer.
- Schedule meetings, conference calls, and client consultations.
- Maintain and update the company's commercial loan pipeline.
- Monitor loan milestones to ensure transactions remain on schedule.
- Upload and maintain all client information within HubSpot CRM.
- Maintain accurate notes regarding client communications and loan status.
- Generate internal pipeline reports as requested.
Qualifications:
Preferred Experience
- 2+ years of experience in commercial lending, banking, mortgage lending, financial services, or loan processing.
- Experience with SBA 7(a), SBA 504, commercial real estate financing, or business lending preferred.
- Experience using CRM software (HubSpot preferred).
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams).
The successful candidate should demonstrate:
- Outstanding organizational skills
- Strong verbal and written communication
- Professional customer service
- Excellent attention to detail
- Ability to manage multiple priorities simultaneously
- Strong follow-up and time management skills
- Positive, team-oriented attitude
- Ability to work independently with minimal supervision
- High level of integrity and confidentiality
Performance Expectations
Success in this position will be measured by the ability to:
- Maintain accurate and organized client files.
- Ensure timely follow-up with clients and referral partners.
- Submit complete and accurate loan packages to lenders.
- Effectively support Business Development Officers throughout the loan process.
- Keep the loan pipeline updated and organized.
- Maintain accurate HubSpot CRM records.
- Deliver exceptional customer service throughout every stage of the financing process.
- Help contribute to the company's loan production and client satisfaction goals.
- Self-motivated and proactive.
- Comfortable speaking with clients over the phone.
- Highly organized and process-driven.
- Professional in appearance and communication.
- Able to thrive in a fast-paced sales environment.
- Eager to learn commercial lending and SBA financing.
- Passionate about delivering an exceptional client experience.
Note: This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.
No Third Party Agencies or Submissions Will Be Accepted.
Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP
Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.
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