Loan Support Specialist
Primary Funding Corporation · Carlsbad, California, United States
FULL TIMEpermanent
Job Description
Primary Funding Corporation is seeking a detail-oriented and motivated Loan Support Specialist to join our growing team. This role is ideal for someone eager to build a career in credit and alternative lending while gaining hands-on experience across underwriting, portfolio management, and operations in a collaborative, high-performing environment.
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
About Us - Primary Funding Corporation (PFC) is based in San Diego and provides alternative lending solutions to businesses across a variety of industries. Our core product is factoring, and we support companies from early-stage startups to those generating $25M+ in annual revenue. We take pride in building long-standing client relationships through exceptional service, transparent pricing, flexible terms, and efficient approvals.
Our Culture - At PFC, who you are matters just as much as what you can do. We are a close-knit, team-oriented organization that values integrity, accountability, and continuous improvement. We’re looking for someone who wants to contribute to a collaborative environment and grow alongside the company.
Our Core Values:· Be truthful and only make promises that you can keep · Find ways to improve yourself and the company· Be respectful - treat others the way you want to be treated· Embrace change for the sake of progress
If these values resonate with you, we encourage you to apply.
Role Overview - The Loan Support Specialist will support the Credit Department and broader operational efforts at PFC. This position provides exposure to underwriting, client onboarding, and portfolio management, offering a strong foundation for growth within the alternative finance industry.
Key Responsibilities:· Support underwriting by organizing applications, reviewing documentation, and assisting in due diligence efforts· Conduct basic research and gather information to support credit analysis· Assist with onboarding new clients, ensuring accurate setup and smooth transitions· Manage ongoing portfolio activity, including processing funding requests and applying payments· Provide administrative support for the Sales and Operations teams· Deliver ad hoc administrative and project support to the VP of Credit
Who You Are:· Highly organized with exceptional attention to detail· Able to manage multiple priorities and meet deadlines in a fast-paced environment· Reliable, proactive, and capable of working independently· Strong analytical and problem-solving skills· Effective communicator, both written and verbal· Professional, collaborative, and respectful in both internal and external interactions· Adaptable, eager to learn, and willing to take on evolving responsibilities· Proficient in Microsoft Office (Outlook, Excel, and Word), and quick to learn industry-specific software
Preferred: · Working knowledge of financial statements (Balance Sheet, Profit and Loss, Accounts Receivable and Accounts Payable)· Bachelor’s degree in business, finance, accounting, or a related field; or· Relevant experience in lending, banking, accounting, or financial services
Why Join PFC - This role offers the opportunity to build meaningful experience in credit and lending while working closely with a supportive, experienced team. xzbcwsv As PFC continues to grow, there will be opportunities to expand your responsibilities and develop into more advanced roles within credit and portfolio management.
Compensation & Benefits:· Full-time, onsite position (Monday through Friday, 8:00 AM – 4:00 PM)· Salary: $60,000.00 annually (commensurate with experience)· 100% employer-paid healthcare for the employee, with competitive dental and vision coverage· Paid vacation time and company-observed holidays· Company-matching retirement plan· Annual vacation fund to support personal travel and work-life balance
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
About Us - Primary Funding Corporation (PFC) is based in San Diego and provides alternative lending solutions to businesses across a variety of industries. Our core product is factoring, and we support companies from early-stage startups to those generating $25M+ in annual revenue. We take pride in building long-standing client relationships through exceptional service, transparent pricing, flexible terms, and efficient approvals.
Our Culture - At PFC, who you are matters just as much as what you can do. We are a close-knit, team-oriented organization that values integrity, accountability, and continuous improvement. We’re looking for someone who wants to contribute to a collaborative environment and grow alongside the company.
Our Core Values:· Be truthful and only make promises that you can keep · Find ways to improve yourself and the company· Be respectful - treat others the way you want to be treated· Embrace change for the sake of progress
If these values resonate with you, we encourage you to apply.
Role Overview - The Loan Support Specialist will support the Credit Department and broader operational efforts at PFC. This position provides exposure to underwriting, client onboarding, and portfolio management, offering a strong foundation for growth within the alternative finance industry.
Key Responsibilities:· Support underwriting by organizing applications, reviewing documentation, and assisting in due diligence efforts· Conduct basic research and gather information to support credit analysis· Assist with onboarding new clients, ensuring accurate setup and smooth transitions· Manage ongoing portfolio activity, including processing funding requests and applying payments· Provide administrative support for the Sales and Operations teams· Deliver ad hoc administrative and project support to the VP of Credit
Who You Are:· Highly organized with exceptional attention to detail· Able to manage multiple priorities and meet deadlines in a fast-paced environment· Reliable, proactive, and capable of working independently· Strong analytical and problem-solving skills· Effective communicator, both written and verbal· Professional, collaborative, and respectful in both internal and external interactions· Adaptable, eager to learn, and willing to take on evolving responsibilities· Proficient in Microsoft Office (Outlook, Excel, and Word), and quick to learn industry-specific software
Preferred: · Working knowledge of financial statements (Balance Sheet, Profit and Loss, Accounts Receivable and Accounts Payable)· Bachelor’s degree in business, finance, accounting, or a related field; or· Relevant experience in lending, banking, accounting, or financial services
Why Join PFC - This role offers the opportunity to build meaningful experience in credit and lending while working closely with a supportive, experienced team. xzbcwsv As PFC continues to grow, there will be opportunities to expand your responsibilities and develop into more advanced roles within credit and portfolio management.
Compensation & Benefits:· Full-time, onsite position (Monday through Friday, 8:00 AM – 4:00 PM)· Salary: $60,000.00 annually (commensurate with experience)· 100% employer-paid healthcare for the employee, with competitive dental and vision coverage· Paid vacation time and company-observed holidays· Company-matching retirement plan· Annual vacation fund to support personal travel and work-life balance
Details
| Company | Primary Funding Corporation |
| Location | Carlsbad, California, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |