Supports third-party administration of qualified retirement plans by maintaining client data, documenting transactions, responding to plan inquiries, reviewing census and eligibility data, preparing plan financials and Form 5500 filings, organizing records, communicating billing, and escalating complex compliance issues. The role requires strong Excel, analytical, organizational, customer service, and deadline-management skills, with additional hours during peak processing periods.

Evaluate and structure SBA 7(a) and conventional loans, analyze borrower financials and creditworthiness, advise small business clients on financing strategies, coordinate with underwriting and operations, manage lending pipelines, maintain referral relationships, and support outbound business development.

Develops and optimizes integrated marketing campaigns that generate qualified leads and support revenue growth. Owns Pardot email automation, segmentation, nurturing, reporting, content creation, social media, SEO, and AI-enabled workflows. Coordinates events, agencies, vendors, budgets, and marketing projects while tracking campaign performance, lead quality, conversion, ROI, and compliance. The role is fully in-office in Fort Worth, Texas, with occasional travel for industry events.