Finance Analyst – Loan Researcher
8 hours ago
About EQTY LYFE
EQTY LYFE is reshaping the lending landscape for underserved communities. We use technology, research, and human connection to connect people with fair, affordable financing — and we put equity at the center of every decision.
We're seeking a Loan Researcher who can act as a guide, advocate, and connector for people navigating complex financial systems. You'll be the bridge between clients and lenders — helping people find the right loan, on the right terms, at the right time.
What You'll Do
Research available loan options from banks, CDFIs, credit unions, and government programs
Match clients with the best possible loan products based on their unique needs
Build and maintain relationships with clients, lenders, and loan officers
Stay up to date on federal, state, and private lending opportunities
Educate clients on loan terms, eligibility, and potential risks
Follow up consistently to gather documents and maintain application progress
Help source and qualify new clients (lead generation, referrals, outreach)
Who You Are
A great communicator with strong emotional intelligence
Comfortable researching financial products and explaining them clearly
Passionate about helping people build stability and wealth through access
Curious, proactive, and comfortable navigating ambiguity
Organized and able to manage multiple clients or files at once
Requirements
1+ year of experience in lending, financial counseling, or loan processing/research
Familiarity with loan types (business, personal, SBA, housing, credit-building, etc.)
Comfortable using online tools, CRMs, and spreadsheets
Strong research and documentation skills
Commitment to EQTY LYFE's mission of equitable finance
Bonus Points
Bilingual (especially Spanish, Haitian Creole, Vietnamese, or others)
Experience working with CDFIs, nonprofits, or community lending programs
Knowledge of underserved borrower challenges (e.g., no credit, immigration status, informal income)
Culture & Benefits
Flexible team culture
Paid time off, mental health and rest days
Purpose-driven work that has real impact
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