Lendistry

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.

Frontend Engineer

• Design and implement the front-end architecture for complex web applications, ensuring scalability, maintainability, and performance.
• Evaluate and introduce new technologies, frameworks, and methodologies to improve the development process and product quality.
• Collaborate with cross-functional teams to define technical requirements and provide guidance on the best front-end practices.
• Develop high-quality, responsive, and user-friendly web applications using modern technologies, with a strong focus on React.
• Integrate RESTful APIs effectively, ensuring smooth communication between the front-end and back-end services.
• Write clean, modular, and maintainable code, adhering to industry standards and best practices.
• Optimize web applications for maximum speed and scalability.
• Champion a user-centric approach to web development, ensuring that applications provide an intuitive and engaging user experience.
• Collaborate closely with designers to implement pixel-perfect interfaces and ensure design fidelity.
• Stay updated with the latest trends in UI/UX design and development, bringing new ideas to the table.
• Develop and maintain comprehensive unit and integration tests for front-end components, ensuring robust and error-free applications.
• Implement automated testing frameworks to streamline the development and deployment processes.
• Work closely with QA teams to identify and fix bugs, ensuring high-quality releases.
• Mentor and guide junior engineers, providing technical direction, code reviews, and career development support.
• Foster a collaborative and inclusive team environment, encouraging knowledge sharing and continuous learning.
• Lead by example, demonstrating best practices in front-end development and setting high standards for code quality.
• Work closely with product managers, backend engineers, and other stakeholders to deliver features on time and with high quality.
• Clearly communicate technical concepts and decisions to non-technical stakeholders.
• Participate in technical discussions, architecture reviews, and code reviews to ensure high standards across the team.

Senior Staff Engineer – Frontend

QA Engineer

• Lead, mentor, and manage a team of QA engineers and analysts, including performance reviews, career development, and day-to-day support.
• Define and execute the QA strategy across manual and automated testing, aligned with business goals and regulatory requirements.
• Establish and improve QA processes, standards, and best practices (test planning, test case design, defect management, reporting).
• Oversee test execution for web, mobile, and API-based applications, ensuring comprehensive coverage.
• Drive test automation initiatives, including framework selection, implementation, and maintenance.
• Collaborate with engineering and product teams to integrate QA into the development lifecycle (CI/CD pipelines).
• Ensure compliance with fintech-specific standards such as security, data privacy, and audit readiness (e.g., SOC 2).
• Monitor quality metrics (defect rates, test coverage, release readiness) and report on product quality to leadership.
• Manage release quality gates and sign-off processes.
• Identify risks early and proactively recommend mitigation strategies.

Lead QA Engineer

• Own and evolve the operational core of Lendistry's compliance program
• Maintain the control library and evidence automation layer
• Build and maintain GRC dashboards and metrics
• Run the vendor risk management lifecycle
• Monitor regulatory change across SOC 2 criteria updates
• Support incident documentation and partner with the Data Privacy Officer
• Communicate clearly with non-GRC audiences