Senior Closing Manager

Lendistry

Senior loan closing manager overseeing loan documentation, funding, compliance, and team performance. Lendistry finances small businesses and commercial real estate as a minority-led fintech lender.

Posted 8/10/2026full-timeTustin • California • 🇺🇸 United StatesSenior💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in loan closing management, ensuring compliance with Federal loan program policies and effective team leadership. Proficient in financial services operations, documentation accuracy, and client relationship management.

Highest-signal resume keywords

Closing Management ExperienceFederal Loan Program KnowledgeMicrosoft Office ProficiencyFinancial Statement AnalysisStrong Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Document PreparationQuality Assurance ReviewCollateral PerfectionAccounting Principles KnowledgeFinancial Services ExperienceKey Performance Indicator MeasurementLoan Funding ProcessesDocumentation ReviewPost-Closing TasksRegulatory Compliance

Soft Skills

Excellent Communication SkillsStrategic ThinkingAnalytical AbilityRelationship BuildingAdaptability

Tools & Technologies

SalesforceMicrosoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft TeamsSharePoint

Industry Keywords

Loan ClosingFinancial ServicesEscrowTitle CompaniesClient RetentionBusiness DevelopmentLoan ServicingOperational ProceduresProgram RequirementsTeam Leadership

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Previous Closing Management experience required
Bachelor’s degree in related field or 7 years of equivalent experience
7-10 years of financial services work experience
Current experience with Federal loan program policies and documentation requirements
Detail-oriented with strong organizational skills
Proficient with Microsoft Office products, Outlook, Excel, Teams, and SharePoint
Experience using Salesforce
Sophisticated word processing and computer database skills, especially Microsoft Word and Excel
Thorough knowledge of accounting principles, financial statement analysis, operations, and regulations
Excellent written and oral communication skills
Ability to work effectively with staff members and build and maintain relationships
Ability to work in a busy environment, independently, and as part of a team
Strategic thinking and strong analytical ability
Active listening skills
Willingness to adapt to changing business needs and deadlines, including extended work hours
Assertiveness, confidence, and solid decision-making skills
Professional, business-like appearance and demeanor
Ability to perform the stated physical requirements, including frequent sitting and occasional lifting of 20 lbs or less

Benefits

Comp & perks

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