Lendistry · 10 hours ago
Sr. Servicing & Loan Systems Specialist
Tustin, CA
Full-time
Onsite
Senior Level, Lead/Staff
$80K/yr - $114K/yr
8+ years expLendistry is a mission-driven fintech company focused on creating opportunities for small business owners. The Sr. Servicing & Loan Systems Specialist is responsible for operationalizing loan sale agreements, ensuring compliance and effective partner relationship management, while overseeing post-sale servicing and reporting processes.
FinanceFinancial ServicesFinTechLending
Responsibilities
Operationalize Loan Sale Agreements Translate executed loan sale agreements into internal operational workflows, ensuring all reporting, servicing, and compliance requirements are clearly defined and communicated to internal stakeholders
Develop and maintain SOPs (standard operating procedures) for each partner’s unique post-sale servicing and reporting needs
Collaborate with Servicing, Compliance, Finance, and IT to integrate loan sale terms into loan systems, servicing platforms, and audit controls
Maintain a centralized reference library of current agreements, partner requirements, and associated servicing/reporting obligations
Post-Sale Servicing Execution Oversee day-to-day execution of post-sale servicing responsibilities including remittance, data delivery, collateral tracking, and compliance certifications
Ensure loan performance, payment activity, and servicing actions are tracked and reported accurately and in accordance with investor requirements
Proactively identify and resolve post-sale issues, such as payment discrepancies, data mismatches, or servicing variances
Investor Reporting & Compliance Manage all scheduled and ad hoc reporting to capital partners, including payment remittance reports, portfolio performance summaries, delinquencies, and compliance certifications
Ensure data accuracy, completeness, and timeliness of all investor deliverables
Partner with Compliance and Legal to ensure ongoing alignment with applicable regulations, partner expectations, and audit readiness
Partner Relationship Management Serve as the primary operational contact for capital partners post-sale, ensuring clear, responsive, and proactive communication
Facilitate regular check-ins with partners to review performance, address questions, and reinforce servicing expectations
Act as a trusted liaison between internal departments and external partners to support long-term relationship health and future growth opportunities
Process Improvement & Data Integration Lead initiatives to automate and improve loan sale reporting and data transmission processes, reducing manual touchpoints and errors
Partner with Technology and BI teams to build dashboards and tools that provide internal and external visibility into sold-loan performance
Continuously assess and improve servicing and reporting operations to align with evolving investor needs and industry standards
Qualification
Required
Bachelor's degree in Business, Finance, Operations, or related field; MBA or relevant graduate degree preferred
8+ years of experience in loan operations, secondary markets, loan servicing, or partner management, with at least 3 years in a leadership role
Strong understanding of loan servicing workflows, investor reporting obligations, and servicing compliance requirements
Experience managing post-sale relationships with banks, CDFIs, or other capital providers
High proficiency with loan servicing systems, data management tools (Excel, SQL, BI dashboards), and CRM platforms
Exceptional organizational and communication skills, with a focus on cross-functional collaboration and partner satisfaction
Familiarity with SBA or government-backed loan programs and related reporting (e.g., Form 1502)
Experience working with capital partners across mission-driven and institutional investment models
Demonstrated success in operationalizing financial agreements and maintaining service-level commitments
Benefits
Comprehensive Medical, Dental, and Vision Insurance
Generous Paid Time Off
Birthday Day Off
12 Paid Company Holidays
401(k) Match
FSA and HSA
Paid Life Insurance
Paid Disability Insurance
Pet Insurance
Employee Assistance Program (EAP)
Professional Development Courses
In Office Provided Snacks and Drinks
Gym Facilities (LA & Tustin/CEC Offices)
In Office Engagement Activities
Company
Lendistry
Lendistry is a lender and fintech company that provides business loans and grant access to small businesses.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$304.75MKey Investors
KeyBankEast West BankTD Bank
2025-12-11Debt Financing· $100M
2025-10-01Debt Financing· $75M
2025-09-17Debt Financing· $25M
Leadership Team
Everett Sands
CEO
Kaarthik N Ramaswamy
Chief Technology Officer
Recent News
2025-11-07
2025-11-05
2025-10-16
Company data provided by crunchbase