Lending Services Advisor

Summary

Our client is a mission-focused financial services organization dedicated to helping faith-based institutions finance growth, expansion, construction, renovation, and long-term ministry initiatives. The right candidate will serve as a trusted advisor, helping organizations evaluate financing options, capital planning strategies, and related financial solutions that support their mission and long-term sustainability.

This role combines relationship development, financial analysis, consultative sales, and lending expertise. The ideal candidate will be comfortable working with church leaders, nonprofit administrators, and governing boards while helping guide organizations through financing and planning decisions.

Salary is 60-70k.

Responsibilities

• Develop and maintain relationships with churches, faith-based organizations, and affiliated institutions.

• Promote lending, investment, and planning solutions that support organizational growth and facility development.

• Conduct credit analysis and evaluate financial information to assess loan opportunities.

• Manage loan opportunities through origination, underwriting, negotiation, approval, and ongoing portfolio monitoring.

• Provide guidance regarding facility planning, capital fundraising initiatives, and financing strategies.

• Collaborate with internal teams to ensure a high level of client service and responsiveness.

• Coordinate with legal counsel and other stakeholders regarding loan documentation and closing activities.

• Deliver presentations and facilitate discussions with leadership teams, boards, and congregational groups.

• Travel approximately 50% of the time to meet with clients and prospective clients.

Qualifications

• Bachelor's degree required

• Minimum three years of experience in commercial lending, banking, financial planning, credit analysis, building planning, architecture, or a related field.

• Strong understanding of financial statements, lending principles, and credit evaluation.

• Experience developing business relationships and cultivating new opportunities.

• Excellent presentation, facilitation, verbal, and written communication skills.

• Understanding of capital fundraising campaigns, stewardship initiatives, or development programs is preferred.

• Familiarity with construction, facility planning, or building project financing is a plus.

• Ability to work effectively with diverse stakeholders and leadership groups.

• Proficiency with Microsoft Office and financial software applications.

Compensation & Benefits

Our client offers a competitive compensation package, comprehensive benefits, retirement savings opportunities, and a collaborative, mission-driven culture.

• Excellent written and verbal communication skills, including presentation and group facilitation abilities.

• Ability to work effectively in diverse and multicultural environments.

• Knowledge of construction industry practices and capital campaign planning is a plus.

• Proficiency with Microsoft Office Suite and the ability to learn specialized financial software.

What We Offer

We offer a competitive compensation package, comprehensive benefits, paid time off, and retirement plan participation. Our organization is committed to fostering a collaborative and mission-focused work environment and is an equal opportunity employer.