Investor Lending Consultant; Hybrid
Listed on 2026-02-06
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Finance & Banking
Financial Consultant, Banking & Finance, Financial Services
Position Overview
Reporting to the Investor Lending Consultant Leadership Team, the Investor Lending Consultant is responsible for proactively soliciting investors of non‑owner‑occupied properties to achieve established loan quality and production goals. This role manages both company‑generated referral sources and self‑sourced loan opportunities to support customers in Fix and Flip, Refinance, and Purchase loan originations. The position actively develops, manages, and sustains strong relationships with mortgage brokers and referral partners, serving as a trusted lending resource to drive repeat business and long‑term growth.
The position responds to customer inquiries and referrals, conducts interviews with prospective borrowers, analyzes financial and credit data, determines financing objectives, and advises customers on product options, pricing policies, and program guidelines. The consultant is expected to maintain a strong working knowledge of lending programs, regulatory requirements, and compliance standards, including adherence to HMDA rules and professional ethical practices.
Core Functions and Responsibilities:- Effectively utilize the lead management system to track, organize, and manage daily lead flow.
- Evaluate loan applications and documentation for creditworthiness, liquidity, and net worth.
- Review and analyze credit, financial data, and business structures.
- Identify and understand customer financing objectives and goals.
- Collect required supporting documentation and provide complete and accurate loan packages for processing.
- Present appropriate loan products and programs and clearly explain related guidelines.
- Deliver exceptional customer service by clearly communicating loan terms, maintaining consistent follow‑up, and remaining available to answer customer questions.
- Maintain compliance with Clean Desk Policy and all requirements related to borrower‑sensitive information.
- Stay informed on industry news, new loan programs, and product or guideline updates.
- Demonstrate strong knowledge of commercial loan processing, underwriting, and closing procedures.
- High School Diploma or GED required, Associate or Bachelor's degree preferred
- 2+ years of sales experience with a proven track record
- Ability to utilize pricing sheets and product guidelines and communicate accurate information to customers
- Hands‑on knowledge of the loan origination process
- Demonstrated success in a high‑volume, fast‑paced environment
- Proficiency with MS Word, Excel, and Outlook
- Strong verbal and written communication skills
- Strong sales and interpersonal skills
- Client focused with strong execution skills and results orientation
- Excellent analytical and decision‑making abilities supported by sound judgment
- Strong time management skills with the ability to manage shifting priorities
- High‑level attention to detail and consistency
- Adaptable, open to change, and able to learn new concepts quickly
- Ability to collaborate effectively and contribute to working groups
Hiring Range
: $14.42-$16.00 plus commission
Compensation within this range may vary based on each candidate's job‑related expertise, skills, and experience. Final offers are determined individually, reflecting the unique qualifications of each candidate.
Benefits Include:- Paid Time Off (PTO)
- Floating Holiday
- Paid Parental Leave
- Medical
- Dental
- Vision
- Life & Disability
- FSA/HSA
- Fidelity 401(k) with employer match
Location: 3 days a week onsite at the Oakbrook Terrace office and 2 days a week remote (as designated by management).
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