Commercial Lending Sales Assistant

Location: La Ceiba, San Pedro Sula, Honduras

• Prepare and distribute client engagement agreements and required onboarding documents.
• Create and organize electronic client files in accordance with company procedures.
• Maintain accurate client records and documentation.
• Follow up with clients to obtain outstanding documentation.
• Confirm appointments, meetings, and consultations with prospective and existing clients.
• Return incoming client calls and emails in a professional and timely manner.
• Attend client consultations via Zoom or telephone to assist with note-taking, follow-up items, and client support.

• Prepare complete commercial loan packages for submission to lenders.
• Review client documentation for completeness prior to lender submission.
• Provide administrative support to Business Development Officers and lending partners.
• Track outstanding underwriting conditions and assist clients in satisfying lender requests.
• Maintain organized loan files throughout the financing process.

• Conduct outbound follow-up calls to prospective clients and referral partners.
• Schedule appointments generated through marketing campaigns and referrals.
• Assist Business Development Officers with maintaining strong relationships with clients, bankers, Realtors, CPAs, attorneys, and referral sources.
• Support business development initiatives and client retention efforts.

• Manage and coordinate the calendars of the President and Senior Business Development Officer.
• Schedule meetings, conference calls, and client consultations.
• Maintain and update the companys commercial loan pipeline.
• Monitor loan milestones to ensure transactions remain on schedule.
• Upload and maintain all client information within HubSpot CRM.
• Maintain accurate notes regarding client communications and loan status.
• Generate internal pipeline reports as requested.

• 1+ years of experience in commercial lending, banking, mortgage lending, financial services, or loan processing.
• Experience with SBA 7(a), SBA 504, commercial real estate financing, or business lending preferred.
• Experience using CRM software (HubSpot preferred).
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams).

• Outstanding organizational skills
• Strong verbal and written communication
• Professional customer service
• Excellent attention to detail
• Ability to manage multiple priorities simultaneously
• Strong follow-up and time management skills
• Positive, team-oriented attitude
• Ability to work independently with minimal supervision
• High level of integrity and confidentiality

• Maintain accurate and organized client files.
• Ensure timely follow-up with clients and referral partners.
• Submit complete and accurate loan packages to lenders.
• Effectively support Business Development Officers throughout the loan process.
• Keep the loan pipeline updated and organized.
• Maintain accurate HubSpot CRM records.
• Deliver exceptional customer service throughout every stage of the financing process.
• Help contribute to the companys loan production and client satisfaction goals.