Lending Specialist at Franfund Inc – Fort Worth, Texas

FranFund is a consulting company, specializing in franchise funding. We’re not a direct lender. We’re an award-winning funding partner, named the #1 Banking and Financing Supplier in Franchising by Entrepreneur Magazine for 3 years and running. We are seeking a results-driven and client-focused Lending Specialist to join our team. This role is responsible for analyzing personal financial and business information and understanding clients’ business ownership goals. Using this insight, you will consult and guide clients toward suitable business funding solutions, helping them make informed financial decisions. This position requires strong communication skills, a consultative approach, and a solid understanding of business acumen.

Starting annual salary range of $70,000–$80,000, with additional bonus opportunities tied to secured client engagement agreements. This is NOT a fully remote role.

ESSENTIAL JOB DUTIES & RESPONSIBILITIES

• Understands and implements FranFund’s vision, mission, and values into everyday work life and is able to articulate them
• Problem solves and controls crisis and conflict regarding a lending situation in a prompt and effective manner
• Analyzes preliminary lending applications (FranScore), any affiliate or resale business financials, the franchise’s FDD (Franchise Disclosure Document), business venture details, and credit bureau scores and reports to evaluate the financial condition and risk of loan requests
• Conducts lending consultations with prospective candidates to determine loan eligibility and short- and long-term funding strategies, and covers the process, timing and program’s requirements
• Updates funding consultants and referral sources via email or call throughout pre-engagement process
• Maintains strong rapport with franchise consultants, franchisors, and all other referral sources
• Delivers news of loan denials, unqualified client status and other unfavorable news to all parties involved that need updates, making sure to be sensitive and tactful based on situation and audience
• Handles refund requests
• Works well with Lending Operations department
• Maintains superior level of customer service
• Consistent performance and productivity, as outlined, monitored, and measured by metrics in the Salesforce Dashboard and Employee 1:1 Check-In template, as discussed with management

REQUIREMENTS

• High school diploma
• Strong knowledge of finance, banking, SBA and franchise industry policies, procedures and criteria
• PC proficiency with Microsoft Office
• Strong ability to take initiative and be decisive under stressful conditions
• Strong ability to work independently and well with team
• Expert in crisis control and problem-solving
• Strong knowledge of FranFund’s funding solutions and structuring funding short and long-term funding strategies for clients

SPECIAL REQUIREMENTS

• Willingness and ability to travel for work purposes

CORE COMPETENCIES

1. Trust & Accountability
2. Client-Centered Excellence
3. Collaboration & Teamwork
4. Strategic Thinking & Problem Solving
5. Communication Excellence
6. Conflict Management
7. Sales Skills
8. Product & Financial Knowledge
9. Time Management

This is not a remote position. Selected candidates will be expected to be in-office Monday through Friday during training and 90-day probationary period. Following that a hybrid schedule may be an option. We are located on the westside of downtown Fort Worth.