Hybrid Sr Servicing & Loan Systems Specialist at Lendistry

A Day in the Life

The Sr. Servicing & Loan Systems Specialist is responsible for operationalizing loan sale agreements with established capital partners, ensuring all post-sale servicing, reporting, compliance, and partner relationship management functions are executed with excellence. This role ensures that all investor-facing processes are seamlessly integrated into internal systems and workflows, enabling accurate, timely, and compliant delivery of data, remittances, and performance updates. The VP plays a critical role in supporting Lendistry’s access to secondary markets and maintaining trusted, long-term partner relationships.

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 

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.

Your Areas of Knowledge and Expertise

• 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.

Why You'll Love Working Here:

• 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

COMPENSATION RANGE

The US base salary range for this full-time position is $91,000-127,000 annually.

Our salary ranges are determined by role, level, and location.

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 REQUIREMENTS

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.