IOU Central

Business Lending Specialist

Posted 3 Days Ago

Be an Early Applicant

Kennesaw, GA, USA

In-Office

Mid level

Fintech

The Role

Processes commercial loan applications by verifying business and owner information, preparing credit documentation, reviewing cash flow and tax data, recording customer interactions, entering information, and supporting loan processing and customer service. Collaborates with inside and outside sales teams to provide product and technical support while maintaining strong customer communication and service.

Summary Generated by Built In

IOU Financial
Kennesaw, GA
Local candidates, with some remote work
Full-Time / 10-7pm or 9:30-6:30pm
No travel required
Competitive salary range

JOB DESCRIPTION

We are seeking strong professionals with expertise in loan processing. We need people with great communication skills who have used those skills to quickly and thoroughly process all types of commercial loans. You must have a proven track record in delivering outstanding customer service.

RESPONSIBILITES

Performs customer verifications contacts by telephone, direct email, computer system access, or letter to check business and owner information.
Assists in the preparation of credit and business information necessary to establish credit limit, including such factors as applicant’s company and personal information, 3rd party verifications, cash flow and tax return databased on predetermined standards.
Keeps record in file of customer interactions and transactions, records details of inquiries and comments, actions taken and follow up with customers.
Provides assistance inputting data to computer, recording information as required, answering telephones, photocopy, faxing, typing letters, etc.
Assists departmental staff in efficiently and effectively processing the various activities involved in loan processing, customer service and performs such additional duties as might be assigned from time to time.
Works with inside and outside sales team to deliver outstanding customer service assisting customers with technical or product support.

QUALIFICATIONS

3+ years of experience working in a professional environment. Experience working in a retail or financial
Must have excellent interpersonal communication skills and the ability to be cooperative and positive.
Team oriented attitude with aspiration to meet team goals and expectations
Can work well independently and as part of a team.
Outstanding written and oral communication skills.
Must like to have fun and be part of and help craft a great team culture and environment.
A High School Diploma required and an Associate’s Degree preferred.

PREFERRED QUALIFICATIONS

Experience handling various roles and tasks at a time

ABOUT IOU FINANCIAL
IOU Financial is a leading online lender that provides quick and easy access to growth capital to small businesses. IOU has become a trusted alternative to banks by originating over $2 billion in loans to fund small business growth since 2009. IOU was named one of the “Top Places to Work in Fintech for 2026” by American Banker and “Best Places to Work in Georgia for 2026” in Georgia Trend Magazine. For more information, please visit IOU's website at www.ioufinancial.com.