Lending Support Analyst

PatientFi

Lending Support Analyst at PatientFi ensuring compliance through quality audits and dynamic problem solving in loan servicing. Collaborating cross-functionally to maintain service quality with healthcare partners.

Posted 7/15/2026full-timeIrvine • California • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in loan servicing and quality assurance, with a strong focus on compliance and risk management. Proficient in analyzing trends and resolving borrower concerns while collaborating with cross-functional teams to enhance operational processes.

Highest-signal resume keywords

Loan Servicing ExperienceQuality AssuranceRisk OperationsCompliance KnowledgeExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingAttention to DetailProblem SolvingData AnalysisAuditingPortfolio ReportingTrend IdentificationEscalation ManagementMonetary AdjustmentsResearch Skills

Soft Skills

AdaptabilityTime ManagementFocus in Remote WorkCollaborationCustomer Engagement

Tools & Technologies

Google SuiteZenDeskLoanPro

Industry Keywords

FintechLending RegulationsBanking ProcessesFraud PreventionCustomer Service

About the role

Key responsibilities & impact

Serve as the final line of defense by performing pre-funding quality audits to ensure compliance with lender and PatientFi policies, as well as monitor for potential fraud risk
Research and resolve identified CIP concerns via research and engagement with borrowers and service providers
Partner with cross-functional resources (Development, Data Science, Fraud Prevention, Legal/Compliance, Customer Service) to support the recurring and ad hoc needs of lender partners
Monitor internal ticketing systems and execute cross-functional requests involving monetary adjustments to borrower accounts
Research and resolve escalated concerns pertaining to lender partners or servicing vendors
Identify and report observed trends and outlier situations to leadership and partner with internal and external parties to drive system/program improvements
Generate and review scheduled portfolio reporting for lender partners
Perform loan boarding and sale processes, auditing steps performed by other parties, to ensure accuracy
Conduct periodic reviews and audits of loan documents and borrower facing communications to ensure accuracy in calculations and information being presented
Review sampled calls from internal teams and external vendors to ensure compliance with PatientFi procedures and policies, flagging any trends or concerns to leadership for coaching and resolution
Serve as a subject matter expert and partner with Legal/Compliance team to advise internal teams or lender partners on borrower complaints and disputes

Requirements

What you’ll need

Minimum of 2 years experience in loan servicing, loan processing, risk operations, quality assurance, or customer service at a financial institution or in the fintech industry
Familiarity and understanding of basic lending/credit/banking/fintech industry regulations and processes
Strong computer skills including knowledge of the Google Suite environment and basic Mac navigation
Experience working in ZenDesk and LoanPro environments preferred, but not required
Comfortable in a dynamic environment with evolving processes, priorities, tools, and responsibilities
Excellent written and verbal communication skills
Exceptional attention to detail and problem solving skills
Ability to manage multiple priorities and tasks simultaneously
Ability to create a dedicated work space with limited distractions, and maintain focus in a remote work environment

Benefits

Comp & perks

Remote / Hybrid work arrangement