Lendistry

General

• Support the accurate and timely funding and closing of small business loan transactions
• Prepare and review 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
• Perform other duties supporting department operations; some travel may be required

Closing Specialist II

Manager

• Assist in overseeing all responsibilities assigned to the Standard Loan Closing Team
• Oversee all aspects of closing and funding loan transactions in accordance with program requirements and internal policies and procedures
• Manage processes, systems, and personnel associated with Standard loan closing functions across all 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 are closed within required time frames
• Interface with clients, legal counsel, title companies, escrow agents, business development officers, and underwriters
• Review loan files for accurate closing and provide Quality Assurance
• Ensure collateral is perfected, including proper mortgage and UCC filings
• Work with the loan documentation team to review documentation against approvals and clear discrepancies
• Ensure loans are appropriately disbursed, documentation is maintained, and the correct funding source is utilized
• Ensure client introduction to loan servicing
• Prepare reports for the Board of Directors and CBO as needed
• Support customer retention and communication
• Train staff on program requirements and keep them up to date on lending-industry changes
• Travel may be required

Senior Closing Manager

Product Manager

• Support the design, delivery, and continuous improvement of Lendistry’s business lending platform.
• Manage specific products within the business lending platform.
• Collaborate with cross-functional teams to refine business requirements.
• Manage sprint planning activities and update Jira boards.
• Contribute to user and partner-facing features that enhance transparency and usability.
• Assist in vendor and partner integration projects, including testing support.
• Support user acceptance and quality assurance testing of new product features.

Operations

• Lead organizational implementation of the carrier’s main operating system (Equisoft) including keeping on schedule and within budget.
• Implementation of the accounting system NetSuite into Equisoft
• Oversee the onboarding and daily operations of the carrier’s outsourcing firm (Sutherlands)
• Develop and execute enterprise operational strategies aligned with the organization's strategic goals.
• Collaborate with executive leadership to develop long-term business strategies, organizational priorities, and operational roadmaps.
• Develop leadership talent through coaching, mentoring, succession planning, and performance management.
• Leverage technology, automation, and data analytics to enhance operational efficiency and decision-making.
• Establish and monitor key performance indicators (KPIs) to measure operational effectiveness and business outcomes.
• Lead multiple operational departments to ensure efficient, scalable, and customer-focused service delivery.
• Drive continuous improvement initiatives by identifying opportunities to streamline workflows, eliminate inefficiencies, and improve operational performance.
• Partner with Finance to develop and manage departmental budgets, forecasts, and resource planning.
• Ensure operational compliance with applicable federal, state, regulatory, and internal governance requirements.
• Foster a culture of accountability, collaboration, innovation, and employee engagement across operational teams.
• Build and maintain strong relationships with internal stakeholders, external partners, and vendors to support organizational objectives.
• Identify operational risks and implement proactive mitigation strategies to support business continuity.

VP of Operations – Insurance

Business Operations

• Serve as a strategic advisor and trusted partner to the Chief Operating Officer (COO)
• Provide executive leadership over enterprise strategy execution, business operations, organizational transformation, and cross-functional initiatives
• Translate executive priorities into scalable operating models, governance frameworks, and measurable business outcomes
• Lead complex, enterprise-wide initiatives that improve business performance and enable sustainable growth
• Provide executive oversight of the Business Project Management Office (PMO)

SVP, Strategic Initiatives and Business Operations

• Administer a portfolio of problem and non-performing loans
• Assess problem loan situations through borrower discussions, business contacts, and loan file reviews
• Develop and implement appropriate strategies and action plans to resolve problem loans and reduce company risk
• Negotiate with borrowers and guarantors to achieve the best possible workout and/or liquidation outcomes while minimizing losses and maximizing recoveries
• Perform daily collection calls on delinquent loans and/or lines of credit
• Work with legal counsel to ensure the company's best interests are represented and enforced
• Manage all stages of the foreclosure process
• Develop and implement strategies to maximize individual loan recoveries
• Ensure the ongoing review of the Company’s loan portfolio.

Asset Manager

Controller

• Ensures maintenance of complete and accurate general ledgers and financial records for the entire enterprise
• Review and approve all vouching schedules
• Takes ownership and ensures timely close of monthly close process
• Prepares all internal accounting related reports including but not limited to the monthly close package
• Ensures required financial reporting, pro-forma reporting and any other required analyses are complete, accurate and timely (including all SBA and other government requirements)
• Guides financial decisions by establishing, monitoring, enforcing, and maintaining policies and procedures
• Ensures accurate maintenance of bank account, balance, bank/Treasury systems and bank cost information
• Support the maintenance of cash management policies and procedures to ensure changing business requirements are met as well as adherence to SOX controls and other banking regulations
• Coordinates a service plan with the independent accounting firm including interim reviews and the year-end audit, culminating in interim and year-end financial reporting to the SBA and other external parties
• Responsible for ensuring accurate and timely tax compliance, including income taxes and operating taxes with Deloitte
• Provides leadership, direct supervision, training, and development of staff and ensures efficient and effective use of staff
• Contributes to business planning process, supports mergers and acquisitions and special projects, and accepts other duties and responsibilities as assigned
• Performs other reporting and analysis as required
• Prepare quarterly consolidated financial statements, including balance sheets, income statements, statements of cash flows, and statements of changes in equity
• Assist with quarterly MD&A to communicate results to external parties

VP Assistant Controller

Financial Planning and Analysis

• Own and evolve the operating model, including revenue drivers, cost structure, and capital costs
• Lead annual budgeting and monthly forecasting/reforecasting cycles, ensuring alignment with company strategy
• Deliver variance analysis (actuals vs. forecast vs. budget), identifying key drivers and providing actionable insights
• Partner with business unit leaders (Sales, Marketing, Operations, Product) to: Evaluate loan pricing and exception strategies
• Analyze customer acquisition cost (CAC) and marketing spend ROI
• Improve operating efficiency (e.g., offshore model optimization) via key performance indicator (“KPI”) development
• Review sales commissions and incentive structures
• Develop and manage KPI frameworks aligned to growth, unit economics, and profitability
• Produce management reporting, Board of Directors materials, and investor updates
• Lead ad hoc analyses tied to growth strategy, new products, or market expansion
• Build scalable FP&A processes, systems, and data infrastructure

Financial Planning & Analysis Manager

Executive

• Review initial loan application packages from Sales to determine eligibility and additional required documentation.
• Structure loan package to fit within minimum requirements of products available.
• Have knowledge of Business and Personal Tax Returns, Interim Financials, Bank Statements etc.
• Decision loan files (decline, suspend, or submit for approval).
• Run all background checks for business and merchants.
• Review 3rd party reports (Credit report, Business Experian, CAIVRS etc.).
• Sets-up calls and discusses file with client (initial interview).
• Review completed file for underwriting.
• Ensure all information is received prior to underwriting.
• Underwrite the transaction and prepare package for third party approval.
• Perform other duties as assigned to support the efficient and effective operation of the department and that help to make Lendistry the best place to work!

Credit Executive II

Processor

• Process and review SBA loan files to ensure completeness, accuracy, and compliance with SBA SOP guidelines and internal lending requirements
• Coordinate with borrowers, Relationship Managers, Underwriters, Closers, 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 processing lifecycle
• Identify and resolve documentation deficiencies, compliance gaps, and processing conditions in a timely manner
• Ensure all SBA eligibility, collateral, and documentation requirements are met prior to loan approval and closing
• Monitor pipeline timelines and proactively follow up on outstanding conditions to support efficient loan processing and funding
• Maintain accurate records and data integrity within lending systems and document repositories
• Stay current on SBA procedural updates, SOP changes, and regulatory requirements impacting loan processing operations
• Perform other duties as assigned to support the efficient and effective operation of the department and that help to make Lendistry the best place to work!

Processor II

Compliance

• Serve as Incident Commander for security and operational incidents, holding full command and control over response activities.
• Build, execute, and maintain Incident Action Plans (IAPs) that give each response a clear structure, owner, and timeline.
• Make time-sensitive decisions under pressure, weighing safety, regulatory exposure, and business continuity.
• Lead post-incident reviews and drive corrective actions through to closure.
• Run tabletop exercises and simulations to pressure-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 as needed during physical security events.
• Act as the central point of coordination between technical responders and non-technical stakeholders during an incident.
• Support the SOC 2 compliance program (Type I and Type II) — assisting with control ownership, evidence collection, auditor coordination, and remediation tracking.
• Define and track incident response metrics (e.g., time to detect, time to contain, time to resolve, recurrence rate) to measure program maturity.
• Maintain incident response plans, IAP templates, and after-action reports.

GRC & Incident Manager

Recruitment

• Responsible for recruiting strategy and talent sourcing for critical business roles.
• Oversee an exceptional candidate experience through recruitment processes.
• Partner with Department Leaders to understand talent needs.
• Actively source relevant talent to meet organizational hiring needs.

Senior Talent Acquisition Partner

Systems Engineer

• Regular attendance during business hours and reliable punctuality are essential functions of this position.
• Comply with the regulatory recordkeeping requirements, including retaining, archiving, and producing the electronic communication data according to the applicable laws and regulations.
• Collaborate with stakeholders to understand business requirements and design efficient, scalable IT systems.
• Install, configure, and deploy hardware and software components including servers, networks, operating systems, databases, and applications.
• Monitor and maintain the health and performance of IT systems, ensuring smooth operations and resolving issues or outages.
• Perform routine maintenance such as patching, updates, resource optimization, and backups.
• Identify and troubleshoot performance bottlenecks. Analyze performance trends and recommend improvements to enhance system reliability, scalability, and efficiency.
• Provide technical support to end-users, assisting with software configuration, hardware troubleshooting, and the proper utilization of IT resources.
• Maintain accurate documentation for IT systems, network diagrams, configurations, procedures, and troubleshooting guides.
• Implement and maintain security controls, including firewalls, intrusion detection systems, antivirus protections, access controls, and disaster recovery practices to safeguard systems and data.
• Manage and maintain key identity management systems including Okta, Azure AD, and associated dependent systems.
• Provide technical support to the Service Desk when requested and collaborate with cross-functional teams to ensure seamless user experience and issue resolution.
• Participate in an on-call rotation and perform after-hours work as needed to support system maintenance or resolve urgent issues.
• Manage assigned projects and deliver tasks on time while meeting established quality standards.