Servicing Specialist II
Company: Lendistry, LLC.
Location: Tustin
Posted on: May 22, 2023
Job Description:
EXECUTIVE SUMMARY OF JOB RESPONSIBILITIESThe Servicing
Specialist II will assist the Manager with all responsibilities
assigned to the Servicing Team. ABOUT LENDISTRY -Lendistry is a
minority-led and technology-enabled small business and commercial
real estate lender that innovates game changing lending practices
for historically underserved small businesses. With Community
Development Financial Institution (CDFI) and Community Development
Entity (CDE) certifications, and offering SBA 7(a) loans through
its subsidiary, Lendistry is a responsible partner for small
businesses through their growth stages and beyond. We are a
national employer whose mission is to provide economic
opportunities and progressive growth for small business owners and
their underserved communities as a source of financing and
financial education.GENERAL RESPONSIBILITIES
- Ensures the boarding of all new, renewed and modified loans on
loan servicing system as approved.
- Assists in the Preparation of packages for purchased
loans.
- Process entries to the loan servicing system necessary to
update or correct loan information
- Process draws on RLOC
- Assists Manager with monthly reports to internal stakeholder,
outside partners and State
- Submit report to Experian monthly
- Supports the closing department in regard to discrepancies
noted in loan documents and approvals
- Ensures loan payments are accurately collected and
processed
- Oversees the generation and submission of loan statements
- Works with accounting to manage all internal loan
refinances
- Aids the Manager and Director in the Secondary Market Sales
process
- Obtain and organize requested loan information needed for
internal audits as well as external audits performed by Lendistry's
Partners.
- Works directly with the Manager in the release of collateral
upon loan termination and release of UCC filings
- Works directly with Asset Manager in regard to past due loan
payments
- Customarily and regularly exercises discretion and independent
judgment
- Other duties as assigned -PROFICIENCIES
- Excellent verbal and written communication skills
- Sophisticated word processing and computer database skills,
especially in Microsoft Word and Excel
- Thorough knowledge of accounting principles, financial
statement analysis, operations, and regulations
- Good interpersonal skills with the ability to work effectively
with individuals and groups at all organizational levels, ability
to work independently and as part of a team
- Strong analytical ability with active listening skills
- Willingness to adapt to changing business needs and deadlines,
including extended work hours
- Exhibit a professional, business-like appearance and
demeanorEDUCATION AND EXPERIENCE
- Previous Loan Servicing experience required of small business
or consumer loans
- Bachelor's degree in related field or up to 3-5 years of
equivalent experience
- Financial services work experience of 3-5 years
- Detailed oriented and strong organization skills
- Proficient with Microsoft office
- Excellent written and oral communication skills
- Must work effectively with other staff members and work well in
a busy environment.SALARY
- $17.00 - $28.50/Hourly depending on experience and
location.Equal Opportunity Employer/Protected Veterans/Individuals
with DisabilitiesThe contractor will not discharge or in any other
manner discriminate against employees or applicants because they
have inquired about, discussed, or disclosed their own pay or the
pay of another employee or applicant. However, employees who have
access to the compensation information of other employees or
applicants as a part of their essential job functions cannot
disclose the pay of other employees or applicants to individuals
who do not otherwise have access to compensation information,
unless the disclosure is (a) in response to a formal complaint or
charge, (b) in furtherance of an investigation, proceeding,
hearing, or action, including an investigation conducted by the
employer, or (c) consistent with the contractor's legal duty to
furnish information. 41 CFR 60-1.35(c)
Keywords: Lendistry, LLC., Tustin , Servicing Specialist II, Other , Tustin, California
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