Related skills
debt restructuring cash flow commercial lending lines of credit sba lending📋 Description
- Support clients through the lending and funding process.
- Identify financing needs and evaluate lending options.
- Bridge clients with banks, lenders and funding partners.
- Collaborate with internal teams to align strategies with client goals.
- Provide updates on funding activity and outcomes.
- Educate clients on lending requirements and financing options.
🎯 Requirements
- 5–7+ years in commercial lending or related financial services.
- Experience with business owners, lenders, and client-facing environments.
- Knowledge of underwriting concepts and lending structures.
- Strong financial statement interpretation (P&L, Balance Sheet, Cash Flow).
- Advanced Excel/Sheets skills (pivot tables, formulas, lookups).
- Bachelor's degree required; strong written and verbal skills.
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