Why LoanPro:
“We want to change how the future of finance works. We’re working to change finance to be highly personalized. It changes who has access to capital. It changes personal finances. It can have a ripple effect on everything you do. LoanPro unlocks finance.” -Rhett Roberts, CEO
At LoanPro, we're more than just a fintech company—we’re transforming the lending landscape. With over $18 billion in loans managed across North America, LoanPro isn't just growing—it's leading the industry transformation.
How we do what we do:
“Steve Jobs was once asked what he was most proud of at Apple. Was it the iPhone? Was it the iPad? Steve Jobs replied it was the team that built Apple. That’s what I’m most proud of here at LoanPro- the team that builds LoanPro. We do what we do because of our people.” -Rhett Roberts, CEO
At the heart of our success are our exceptional employees, whose talent, passion, and dedication fuel the growth and profitability of our company. As a next-generation SaaS platform, we deliver core lending infrastructure that empowers mid-market and large lenders to operate more efficiently, quickly, and effectively. Our cloud-native solution helps clients streamline operations, enhance organization, and drive unparalleled performance in their lending processes.
What you'll own:
The Proposal and Content Specialist drives revenue by managing the entire Request for Proposal (RFP) lifecycle while equipping sales teams with tools, content, and training. They bridge strategy and execution, managing proposal content libraries and crafting tailored responses. An RFP (Request for Proposal) Coordinator manages the end-to-end proposal process, ensuring timely and compliant submissions to prospective clients. They coordinate with subject matter experts (SMEs), edit content, ensure brand consistency, and meet strict deadlines. This role requires strong project management, writing, and organizational skills to turn technical information into persuasive, high-quality proposals.
Essential Job Functions:
- RFP Management: Own the end-to-end RFP process, including proposal writing, project management, and coordinating input from subject matter experts.
- Content Strategy & Curation: Maintain an up-to-date RFP content library and create sales enablement assets like battlecards, templates, and case studies.
- Strategic Messaging: Customize proposals to highlight differentiators and align with specific client needs.
- Sales Enablement: Support sales teams, ensuring they have the tools and information necessary to win.
- Process Improvement: Utilize AI and automated tools (e.g., QorusDocs, RFPIO) to increase efficiency and proposal accuracy.
- Win/Loss Analysis: Interview prospects and review data to understand why deals were won, lost, or stalled to uncover actionable insights on product gaps, pricing, and competitive positioning to increase future win rates.
- Compliance Management: Reviewing RFPs for requirements and ensuring all submissions adhere strictly to client instructions and guidelines.
- Content Library Maintenance: Maintaining and updating a library of standard proposal content, case studies, and templates.
- An essential function of this role requires onsite work to collaborate with other team members. Remote work can be conducted at managers discretion and in accordance with company hybrid policy.
- Other duties as prescribed - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
Job Qualifications / Skill Requirements:.
- Experience: 3-5+ years in sales enablement, RFP management, proposal writing, or marketing or a related role (e.g., marketing, business development).
- Writing & Editing: Excellent communication skills with the ability to edit technical documents for clarity and consistency.
- Software Proficiencies: Proficiency in GoogleDocs and experience with CMS (content management systems) or CRM tools like Hubspot and Domo.
- Organizational Skills: Strong ability to manage multiple projects simultaneously under strict deadlines.
- Background in B2B environments is highly preferred; prior exposure to the Fintech industry or a strong interest in financial technology is a significant plus.
- Ability to work in a fast-paced, team environment
- Innovation and problem-solving skills that include the ability to develop and propose equipment-based solutions for clients
Benefits of the Role:
- 80% Medical/Dental
- PTO and Holiday Schedule
- HSA and 401K Match
- Wellness Rewards and EAP
At LoanPro, we have the ability to make a real difference. LoanPro offers a value-based, innovation-focused, learning culture and endless opportunities for growth. Come help us build LoanPro.
If you need an accommodation to apply for the position or during the interview process, please email [email protected]
Top Skills
What We Do
Today, credit providers are stuck choosing between outdated legacy systems, new market entrants without scale, or in-house tools that increase your operating expense. Instead, they need LoanPro, the only end-to-end, API-first credit platform to modernize, streamline, and scale your operations. LoanPro supports accounts from origination onwards, giving lenders, card providers, financial institutions, and others a single platform for virtually any class of credit product. With best-in-class tools, LoanPro empowers credit providers to reduce risk, optimize operational efficiency, boost retention and loyalty, and drive portfolio growth. Built by lenders, for lenders. We understand the unique challenges of launching and managing credit products at scale, and we have a proven history of overcoming them.
