Lendistry

Consultant

• Manage inbound loan opportunities across all loan sizes and loan products from referral partners, brokers, and marketing channels
• Serve as a primary point of contact for partners and business owners during the intake and pre-submission process
• Educate partners and business owners on Lendistry’s unique value proposition
• Conduct initial deal screening for eligibility, structure, and basic credit fit
• Collect, review, and organize borrower documentation, including financials, tax returns, and bank statements
• Prepare and package complete loan files for submission to the Credit Team
• Maintain consistent communication with partners and business owners to provide updates and move deals forward
• Track and manage pipeline activity to ensure timely progression of opportunities
• Input and maintain accurate data in CRM systems
• Coordinate with credit, processing, and closing teams
• Identify opportunities to improve conversion rates and operational efficiency
• Perform other duties as assigned

Business Loan Consultant

Vice President

• Oversee all responsibilities assigned to the Servicing Team
• Manage daily loan operations, including payment processing, record reconciliation, escrow account administration, loan boarding, and collateral perfection
• Supervise loan servicing specialists, conduct performance reviews, provide coaching, and set performance goals
• Ensure servicing activities comply with federal, state, and internal banking regulations and investor guidelines
• Resolve complex borrower complaints, tier-3 servicing issues, and technical system problems
• Identify workflow inefficiencies, update procedures, and implement tracking or core software tools
• Collaborate with accounting, treasury, credit, portfolio management, collections, special assets, and origination teams
• Service conventional loans on an ongoing basis
• Ensure loans are boarded within required time frames
• Ensure positive and negative reporting is provided to government agencies monthly and/or quarterly
• Provide accurate, timely reports to Bank Partners, FHLB, SBA, and the State
• Oversee RLOC draw processes
• Manage post-closing loan processes, including updating the tickler report
• Organize loan information for internal and external audits
• Support preparation of packages for loans purchased by investors or banks
• Ensure collateral is released and UCC filings are released upon loan termination
• Manage customer retention and communication
• Exercise discretion and independent judgment
• Perform other duties supporting efficient department operations

VP Servicing

General

• Support the accurate and timely funding and closing of small business loan transactions
• Assist in preparing and reviewing loan closing documents according to policies and procedures
• Ensure loan packages are complete and accurate before closing
• Coordinate with borrowers, Relationship Managers, Underwriters, Processors, and third parties to obtain and validate SBA-required documentation
• Prepare and maintain loan files for SBA 7(a), 504, and other government-guaranteed lending programs throughout the closing lifecycle
• Identify and resolve documentation deficiencies, compliance gaps, and closing conditions
• Ensure SBA eligibility, collateral, and documentation requirements are met before loan closing
• Monitor pipeline timelines and follow up on outstanding conditions
• Maintain accurate records and data integrity in lending systems and document repositories
• Stay current on SBA procedural updates, SOP changes, and regulatory requirements affecting loan closing operations
• Perform other duties as assigned to support department operations

Closing Specialist II

Manager

• Serve as Incident Manager for security and operational incidents, holding full command and control over response activities
• Build, execute, and maintain Incident Action Plans (IAPs) with clear structure, ownership, and timelines
• Make time-sensitive decisions under pressure while weighing safety, regulatory exposure, and business continuity
• Lead post-incident reviews and drive corrective actions through closure
• Run tabletop exercises and simulations to test playbooks and team readiness
• Manage physical security incidents, including unauthorized access, safety threats, and facility disruptions
• Coordinate with Facilities, HR, Legal, and local authorities during physical security events
• Align physical security controls with cybersecurity, business continuity, and compliance programs
• Coordinate technical responders and non-technical stakeholders throughout incidents
• Direct Security Operations, Engineering, IT, Legal, Compliance, Communications, and Executive Leadership during the incident lifecycle
• Engage law enforcement, emergency services, regulators, and vendors when required
• Maintain response playbooks and escalation paths
• Support SOC 2 Type I and Type II compliance, including control ownership, evidence collection, auditor coordination, and remediation tracking
• Support ISO/IEC 27001 alignment, including risk assessments, Statement of Applicability support, and control mapping
• Support GLBA Safeguards Rule obligations, vendor oversight, and risk documentation
• Conduct risk assessments and control-effectiveness reviews
• Support regulator, auditor, and customer due-diligence requests
• Define and track incident response and compliance KPIs
• Report metrics and program status to Executive Leadership
• Maintain incident response plans, IAP templates, after-action reports, GRC documentation, policies, standards, procedures, risk register, control evidence, audit responses, remediation records, escalation matrices, and contact trees

Incident Manager

• Assist in overseeing all responsibilities assigned to the Standard Loan Closing Team
• Manage closing and funding loan transactions according to program requirements and internal policies and procedures
• Manage processes, systems, and personnel associated with Standard loan closing functions across programs and products
• Prepare loan documents, coordinate with legal counsel, title and escrow, close loans, and perform post-closing tasks
• Provide day-to-day leadership to the loan closing team
• Measure Key Performance Indicators and report to management and executive teams
• Ensure loans close within required time frames
• Interface with clients, legal counsel, title companies, escrow agents, business development officers, and underwriters
• Review loan files for accurate closing
• Provide quality assurance
• Ensure collateral is perfected, including proper filing of mortgages and UCC filings
• Review loan documentation against approvals and clear discrepancies with the documentation team
• Ensure loans are appropriately disbursed, documentation is maintained, and the correct funding source is used
• Ensure client introduction to loan servicing
• Prepare reports for the Board of Directors and CBO
• Support customer retention and communication
• Train staff on program requirements and keep them current on lending-industry changes

Senior Closing Manager

• Manage, monitor, and resolve troubled commercial, real estate, and government-guaranteed loan assets across CORE and SBA portfolios
• Develop and execute workout, restructuring, liquidation, and recovery strategies to preserve principal, maximize recoveries, ensure regulatory compliance, and mitigate loss exposure
• Serve as primary point of contact for internal and external communications related to distressed credits
• Administer portfolios of problem and non-performing loans
• Assess problem loan situations through borrower discussions, business contacts, and loan file reviews
• Develop action plans involving restructurings, forbearances, legal actions, settlements, foreclosures, liquidations, note sales, and other resolution strategies
• Negotiate with borrowers and guarantors to maximize workout and liquidation outcomes
• Prepare charge-off requests for management approval
• Perform collection calls, track conversations, send written correspondence, and conduct skip tracing when required
• Work with counsel, trustees, foreclosure personnel, and internal or external professionals
• Prepare default letters, pre-negotiation agreements, and workout agreements
• Collect and analyze information for loan workouts, collateral liquidation, and legal actions
• Monitor bankruptcies, foreclosures, forbearances, settlements, and modifications
• Manage all stages of the foreclosure process and charged-off loan collections
• Manage OREO operations, including valuation, impairment analysis, property management, disposition strategies, and liquidation activities
• Prepare monthly OREO status reports and coordinate property management, repairs, improvements, entitlements, approvals, and sales activities
• Oversee disposition of foreclosed properties and repossessed assets
• Review the company’s loan portfolio and ensure periodic loan reviews are completed
• Collect updated borrower financial information and follow up on credit reports, tax returns, financial statements, property taxes, and insurance
• Ensure proper title insurance is obtained and maintained
• Grade loans based on periodic reviews and analyze collateral value
• Review appraisals, market data, business evaluation reports, accounts receivable audits, and operating statements
• Perform other duties as assigned to support department operations

Asset Manager

Administration

• Develop, implement, and maintain formal credit training programs covering SBA, CORE, SSBCI, ACDBE, ACLP, NMTC, and other lending products.
• Create and maintain tiered learning curricula with foundational, role-based, and advanced credit training modules.
• Maintain version-controlled training content linked to loan policies, SOPs, regulatory requirements, and internal procedures.
• Manage credit training completion tracking and reporting.
• Coordinate training updates in response to policy changes, SOP revisions, quality-control findings, and regulatory developments.
• Partner with Training on curriculum governance, instructional quality, and delivery standards.
• Develop and maintain credit competency matrices across lending functions and products.
• Assess organizational credit capabilities, identify training gaps, and create cross-training coverage plans.
• Build and support succession planning for key credit administration functions.
• Conduct product-specific credit reviews to identify process, policy, and capability gaps.
• Establish a Quality Control-to-Training feedback loop.
• Recommend improvements to underwriting consistency, eligibility reviews, credit policy execution, and documentation quality.
• Capture and document institutional credit knowledge, standards, and best practices.
• Document CORE credit practices and decision frameworks with senior credit administration leadership.
• Serve as designated successor for CORE credit administration responsibilities after completing the training program.
• Execute the strategic direction of lending operations to support service, loan growth, portfolio mix, product development, and quality.
• Collaborate with IT, Sales, Technology, Operations, Credit, Training, Fulfillment, Servicing, Quality Control, Compliance, and other teams.
• Ensure lending activities comply with federal and state regulations and Company Policies.
• Participate in overall management as a CORE team member to support profitability, growth, and strategic direction.
• Review and approve large and complex loans before submission to loan committee.
• Oversee new and renewed extensions of credit for policy and regulatory compliance.
• Govern and enforce risk-rating and underwriting standards.
• Act as principal credit liaison to regulatory agencies, outside accountants, consultants, and others.
• Leverage loan data and business intelligence to improve risk performance and guidelines.
• Identify potential problem credits and appropriate interventions to minimize losses.
• Maintain knowledge of the financial industry, economy, market conditions, and rates.
• Perform other duties supporting efficient department operations.

Senior Credit Administrator, Business Lending, Credit Training

Accounting Manager

• Maintain the financials of the business and ensure accurate and timely processing of monthly, quarterly, and year-end financials
• Work one-on-one with members of the accounting team to support organization goals
• Serve as a resource to the executive team to help maintain departmental budgets
• Collect and analyze financial data for short- and long-range planning
• Enhance existing reports to improve accuracy
• Prepare monthly bank and GL account reconciliations
• Apply daily cash applications to AR journal entries
• Substantiate financial transactions by auditing documents
• Reconcile financial discrepancies by collecting and analyzing account information
• Maintain financial security by following internal controls
• Support accounting staff with overflow work
• Prepare and/or review accounting records, financial statements, and reports for accuracy, completeness, and compliance
• Perform intercompany invoicing and reconciliation
• Assist in month-end closing and review
• Assist in year-end audits by preparing audit schedules and reports
• Assist with third-party audits and ad-hoc assignments
• Perform additional duties and special projects assigned by the CAO, Treasurer, or Controller
• Some travel may be required