Business Loan Officer

Keystone Capital Group is seeking a dedicated and results-driven Business Loan Officer to join our dynamic team in the financial services industry. In this pivotal role, you will be the first point of contact for small to medium-sized businesses seeking financial solutions that can help them grow and thrive in a competitive market. As a Business Loan Officer, you will assess the financial needs of clients, recommend appropriate loan products, and guide them through the application process from start to finish. Your expertise in evaluating creditworthiness and understanding different loan products will ensure that our clients receive tailored financial advice that meets their specific needs. The ideal candidate will possess strong analytical skills and a deep understanding of business financing options, including term loans, lines of credit, and equipment financing. You will work closely with business owners to build lasting relationships, enhancing the customer experience while contributing to the growth and profitability of Keystone Capital Group. If you are passionate about helping businesses achieve financial success and want to be part of a fast-paced, rewarding environment, we invite you to apply and help shape the future of our clients and the organization as a whole.

Responsibilities

• Conduct thorough assessments of clients' financial needs and objectives.
• Utilize analytical tools to evaluate creditworthiness and potential risks.
• Develop and maintain relationships with existing and prospective business clients.
• Assist clients in selecting the most suitable loan products tailored to their requirements.
• Prepare and submit loan applications and supporting documentation.
• Communicate effectively with clients throughout the loan process, keeping them informed of their application status.
• Collaborate with internal teams to ensure smooth processing and funding of approved loans.

Requirements

• Excellent interpersonal and communication skills.
• Demonstrated customer service and relationship management skills.
• Proficient in MS Office Suite and loan processing software.

Benefits

Compensation Structure

Commission + Draw

We offer a competitive draw against commission during your ramp-up period.

Earning Potential:

• Months 1–6: $10,000–$40,000
• Months 6–12: $40,000–$80,000
• Year 2: $80,000–$200,000
• Years 3+: $150,000–$400,000+

Top Performers: $400,000–$600,000+ annually
Team Leaders: $1,000,000+ annually

Additional Incentives

• Commission increases based on performance
• Monthly & quarterly bonuses
• Income from repeat clients
• Leadership opportunities for top producers

Training & Support

We provide full training and mentorship.

You’ll Learn:

• Commercial financing products (term loans, lines of credit, equipment financing, etc.)
• Sales scripts and conversation frameworks
• Objection handling
• Credit basics and lending fundamentals
• CRM management and pipeline building

Support Includes:

• Automated power dialer
• Company-provided lead lists
• Hot inbound leads & live transfers
• Back-office processing team handles paperwork and approvals
• Ongoing coaching and performance feedback

You focus on closing and building relationships — we handle operations.