SBA Closing Specialist III page is loaded## SBA Closing Specialist IIIlocations:
On-Site - Tustin CA:
On-Site - Los Angeles CAtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR100044At Lendistry, we’re more than just a fintech company—we’re a mission-driven team changing the game for small business owners and the communities they serve. As a national employer and proud recipient of 2025's Best Places to Work in Fintech, we believe in creating opportunity, driving equity, and delivering impact where it matters most. We’re looking for strategic thinkers and passionate doers—people who show up every day ready to make a real difference. If you’re driven by purpose and thrive in a culture of innovation and service, Lendistry might just be the place for you.**A Day in the Life**The **Closing Specialist III** is responsible for funding/closing transactions in cooperation with as well as liaising between Internal partners, customers and third parties on a transactional basis. Some travel may be required.
**Lendistry: Who We Are**
We’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate.
As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities.
Join us as we pave the way with innovative financing and financial education!**What You’ll Be Doing*** **Loan Closing and Documentation**
+ Oversee the preparation, review, and execution of SBA loan closing documents, ensuring compliance with SBA Standard Operating Procedures (SOP).
+ Identify and resolve discrepancies in documentation, coordinating with borrowers, attorneys, and third-party vendors to address issues.
+ Make impactful decisions regarding document completeness and readiness for closing, escalating complex cases when necessary.* **Compliance and Risk Management**
+ Conduct thorough reviews of loan files to ensure adherence to SBA and regulatory requirements, making real-time decisions to correct deficiencies.
+ Evaluate and approve loan conditions prior to closing, including third-party reports, title policies, and insurance documentation.
+ Implement strategies for fraud detection and prevention during the closing process.* **Process Optimization**
+ Collaborate with lending and underwriting teams to streamline workflows, minimizing delays in the closing process.
+ Develop and refine documentation checklists and tracking systems to improve accuracy and efficiency.
+ Leverage technology to automate routine tasks, such as compliance checks and document generation.* **Third-Party Coordination**
+ Manage relationships with third-party service providers, including title companies, appraisers, and attorneys, to ensure timely delivery of required documentation.
+ Make informed decisions about handling third-party delays, such as moving applications to suspense status when warranted.* **Borrower Communication and Experience**
+ Serve as the primary point of contact for borrowers during the closing phase, providing clear guidance on requirements and timelines.
+ Proactively communicate updates and resolve borrower concerns to ensure a seamless closing experience.* **Leadership and Training**
+ Act as a mentor and resource for junior team members, providing training on SBA documentation standards and closing procedures.
+ Stay updated on SBA SOP changes and industry best practices, sharing insights with the team to enhance overall performance.* **Post-Closing Quality Control**
+ Conduct post-closing reviews to ensure loan files are audit-ready and compliant with SBA requirements.
+ Address any deficiencies or errors identified during post-closing audits, implementing corrective actions as needed.**Your Areas of Knowledge and Expertise*** **Education and Experience**
+ Bachelor’s degree in Business Administration, Finance, or a related field (preferred).
+ Minimum of 5 years of experience in SBA loan processing, closing, or documentation.
+ Extensive knowledge of SBA 7(a) and 504 loan programs, including Standard Operating Procedures (SOP).* **Skills and Competencies**
+ Expertise in loan documentation, compliance requirements, and risk management strategies.
+ Strong decision-making skills, particularly in high-pressure situations or complex cases.
+ Proficiency in loan origination systems and documentation tools.
+ Exceptional attention to detail and organizational skills.
+ Excellent communication and interpersonal skills for borrower and team interactions.
+ Ability to manage multiple priorities and meet tight deadlines.* **Key Performance Indicators (KPIs):**
+ Accuracy and completeness of SBA loan documentation.
+ Timeliness of loan closings and funding.
+ Borrower satisfaction scores during the closing process.
+ Reduction in errors identified during post-closing reviews.
+ Efficient resolution of third-party delays and other closing challenges.**Compensation Range**The US base salary range for this full-time position is **$70,000- $90,000** annually.Our salary ranges are determined by role, level, and location.The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations.
Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence.
Your recruiter can share more about the specific salary range during the interview process.Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.**Physical Requirement**This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus.
It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder.
Employees in this position must be physically able to efficiently perform the essential functions of the position.ACKNOWLEDGEMENT
B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.At Lendistry, we’re more than just a fintech company—we’re a mission-driven team changing the game for small business owners and the communities they serve. As a national employer and proud recipient of 2025's Best Places to Work in Fintech, we believe in creating opportunity, driving equity, and delivering impact where it matters most. We’re looking for strategic thinkers and passionate doers—people who show up every day ready to make a real difference. If you’re driven by purpose and thrive in a culture of innovation and service, Lendistry might just be the place for you. #J-18808-Ljbffr
On-Site - Tustin CA:
On-Site - Los Angeles CAtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
JR100044At Lendistry, we’re more than just a fintech company—we’re a mission-driven team changing the game for small business owners and the communities they serve. As a national employer and proud recipient of 2025's Best Places to Work in Fintech, we believe in creating opportunity, driving equity, and delivering impact where it matters most. We’re looking for strategic thinkers and passionate doers—people who show up every day ready to make a real difference. If you’re driven by purpose and thrive in a culture of innovation and service, Lendistry might just be the place for you.**A Day in the Life**The **Closing Specialist III** is responsible for funding/closing transactions in cooperation with as well as liaising between Internal partners, customers and third parties on a transactional basis. Some travel may be required.
**Lendistry: Who We Are**
We’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate.
As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities.
Join us as we pave the way with innovative financing and financial education!**What You’ll Be Doing*** **Loan Closing and Documentation**
+ Oversee the preparation, review, and execution of SBA loan closing documents, ensuring compliance with SBA Standard Operating Procedures (SOP).
+ Identify and resolve discrepancies in documentation, coordinating with borrowers, attorneys, and third-party vendors to address issues.
+ Make impactful decisions regarding document completeness and readiness for closing, escalating complex cases when necessary.* **Compliance and Risk Management**
+ Conduct thorough reviews of loan files to ensure adherence to SBA and regulatory requirements, making real-time decisions to correct deficiencies.
+ Evaluate and approve loan conditions prior to closing, including third-party reports, title policies, and insurance documentation.
+ Implement strategies for fraud detection and prevention during the closing process.* **Process Optimization**
+ Collaborate with lending and underwriting teams to streamline workflows, minimizing delays in the closing process.
+ Develop and refine documentation checklists and tracking systems to improve accuracy and efficiency.
+ Leverage technology to automate routine tasks, such as compliance checks and document generation.* **Third-Party Coordination**
+ Manage relationships with third-party service providers, including title companies, appraisers, and attorneys, to ensure timely delivery of required documentation.
+ Make informed decisions about handling third-party delays, such as moving applications to suspense status when warranted.* **Borrower Communication and Experience**
+ Serve as the primary point of contact for borrowers during the closing phase, providing clear guidance on requirements and timelines.
+ Proactively communicate updates and resolve borrower concerns to ensure a seamless closing experience.* **Leadership and Training**
+ Act as a mentor and resource for junior team members, providing training on SBA documentation standards and closing procedures.
+ Stay updated on SBA SOP changes and industry best practices, sharing insights with the team to enhance overall performance.* **Post-Closing Quality Control**
+ Conduct post-closing reviews to ensure loan files are audit-ready and compliant with SBA requirements.
+ Address any deficiencies or errors identified during post-closing audits, implementing corrective actions as needed.**Your Areas of Knowledge and Expertise*** **Education and Experience**
+ Bachelor’s degree in Business Administration, Finance, or a related field (preferred).
+ Minimum of 5 years of experience in SBA loan processing, closing, or documentation.
+ Extensive knowledge of SBA 7(a) and 504 loan programs, including Standard Operating Procedures (SOP).* **Skills and Competencies**
+ Expertise in loan documentation, compliance requirements, and risk management strategies.
+ Strong decision-making skills, particularly in high-pressure situations or complex cases.
+ Proficiency in loan origination systems and documentation tools.
+ Exceptional attention to detail and organizational skills.
+ Excellent communication and interpersonal skills for borrower and team interactions.
+ Ability to manage multiple priorities and meet tight deadlines.* **Key Performance Indicators (KPIs):**
+ Accuracy and completeness of SBA loan documentation.
+ Timeliness of loan closings and funding.
+ Borrower satisfaction scores during the closing process.
+ Reduction in errors identified during post-closing reviews.
+ Efficient resolution of third-party delays and other closing challenges.**Compensation Range**The US base salary range for this full-time position is **$70,000- $90,000** annually.Our salary ranges are determined by role, level, and location.The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations.
Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence.
Your recruiter can share more about the specific salary range during the interview process.Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.**Physical Requirement**This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus.
It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder.
Employees in this position must be physically able to efficiently perform the essential functions of the position.ACKNOWLEDGEMENT
B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.At Lendistry, we’re more than just a fintech company—we’re a mission-driven team changing the game for small business owners and the communities they serve. As a national employer and proud recipient of 2025's Best Places to Work in Fintech, we believe in creating opportunity, driving equity, and delivering impact where it matters most. We’re looking for strategic thinkers and passionate doers—people who show up every day ready to make a real difference. If you’re driven by purpose and thrive in a culture of innovation and service, Lendistry might just be the place for you. #J-18808-Ljbffr