Loan Specialist Trainee

Commercial Collateral Lending, LLC

$150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • No experience required, making it accessible for individuals new to the field.
  • Ability to communicate complex financial concepts in a clear, approachable manner.
  • Proven track record of building and maintaining strong client relationships.
  • Strong organizational skills to manage multiple loan applications simultaneously.
  • Attention to detail in reviewing and verifying financial documentation.
  • Ability to work collaboratively with internal teams to ensure smooth loan processing.
  • Proficiency in using financial software and tools to streamline application processes.

Responsibilities

  • Guide business owners through the lending process, ensuring they understand each step and feel confident in their decisions.
  • Review and assess loan applications, ensuring all necessary information is accurate and complete before submission.
  • Gather and organize financial documentation from clients, maintaining a clear and efficient workflow.
  • Coordinate with internal teams to ensure seamless communication and timely progression of loan transactions.
  • Monitor the status of loan applications, providing updates and addressing any issues that may arise promptly.
  • Develop and maintain strong relationships with clients, offering support and advice tailored to their unique financial needs.
  • Stay informed about industry trends and lending products to provide clients with the most relevant and beneficial options available.

Benefits

  • Opportunity to build a career that is financially rewarding and impactful.
  • Client-facing role allowing for direct interactions and relationship building with business owners.
  • A chance to thrive in a supportive, high-impact financial environment.
  • Potential for significant first-year earnings based on performance.
  • Ability to work collaboratively with talented internal teams.
Full Job Description
Description

Commercial Loan Specialist - No Experience Required, Full Training Provided

Get Paid to Help Business Owners Access the Capital They Need to Grow.

If you enjoy working with people, solving real problems, and being part of meaningful financial decisions that actually move the needle for the businesses you serve, this is a career worth taking seriously. We are hiring motivated individuals who want to break into commercial lending and build a high-income career in a client-facing role where your effort has a direct and immediate impact on what you earn.

No prior lending experience required. We provide the training, the systems, and the support to get you productive and producing results fast.

Why this opportunity stands out:
  • Full training and structured onboarding provided from day one
  • Client-facing role that puts you in front of real business owners every single day
  • Proven systems that keep every deal organized and moving forward efficiently
  • Internal team support so you can stay focused on clients and closing
  • Clear path for advancement as your skills and confidence develop over time
  • Performance-based income that grows directly with your effort and production
  • Part-time and full-time options available

What your days will actually look like:
  • Working directly with business owners who are ready to access funding and move forward
  • Guiding clients through the lending process from the very first call through to final funding
  • Gathering and organizing financial documentation that keeps loan applications on track
  • Coordinating with internal teams to make sure every transaction closes smoothly and on time
  • Communicating proactively with clients at every stage so they always know exactly where things stand

This is your opportunity if:
  • You are organized, detail-oriented, and thrive when juggling multiple active deals
  • You enjoy breaking down complex information in a way that is clear and easy to understand
  • You build trust with clients quickly and genuinely enjoy solving financial challenges
  • No prior experience in lending or finance required - we train you completely from scratch

First-year earning potential when goals are met: $150,000+

Full training provided. Part-time welcome. No prior experience required.

Apply today and let's talk about what your future as a Commercial Loan Specialist can look like.

Responsibilities
• Guide clients through the lending process, ensuring they understand each step from initial contact to final funding.
• Collaborate with internal teams to ensure every transaction is completed smoothly and on time.
• Communicate proactively with clients, keeping them informed and confident throughout the loan process.
• Gather and organize financial documentation to maintain accurate and efficient loan applications.
• Work directly with business owners to understand their funding needs and provide tailored solutions.
• Utilize our proven systems to keep deals organized and moving forward efficiently.
• Build trust with clients by providing clear, actionable advice that empowers their financial decisions.

Qualifications
• Ability to communicate complex financial concepts in a clear and approachable manner.
• Experience in building and maintaining strong client relationships.
• Proven track record of managing multiple tasks and priorities efficiently.
• Ability to work collaboratively within a team to ensure smooth transaction processes.
• Strong organizational skills to gather and manage financial documentation accurately.
• Experience in providing tailored financial solutions to meet client needs.
• Ability to proactively communicate with clients, keeping them informed throughout the loan process.

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