SBA Loan Processor II - Tustin, CA

At Lendistry, we're more than just a fintech company—we're a mission-driven team changing the game for small business owners and the communities they serve. As a national employer and proud recipient of 2025's Best Places to Work in Fintech, we believe in creating opportunity, dr ...

Job description

At Lendistry, we're more than just a fintech company—we're a mission-driven team changing the game for small business owners and the communities they serve. As a national employer and proud recipient of 2025's Best Places to Work in Fintech, we believe in creating opportunity, driving equity, and delivering impact where it matters most. We're looking for strategic thinkers and passionate doers—people who show up every day ready to make a real difference. If you're driven by purpose and thrive in a culture of innovation and service, Lendistry might just be the place for you.

A Day in the Life

The Processor II will be responsible for reviewing and submitting loan requests from small business owners to underwriting; following up with customers by email and phone to ensure completion of loan packages. A key priority for the Processor II is to manage the administrative and logistical aspects of loan applications, ensuring they are processed efficiently. This will include collecting and organizing all necessary documentation for loan applications, while maintaining a thorough understanding of all product guidelines and documentation requirements to provide appropriate guidance for each customer Some travel may be required.

Lendistry: Who We Are

We're proud to be the nation's largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education

What You'll Be Doing

• Review and understand Lendistry credit guidelines for each program to ensure all necessary documentation is ordered timely for each loan
• Prepare loan files for underwriting, ensuring they are complete, accurate, and meet program requirements at submission.
• Coordinate with sales, underwriting and applicants to obtain necessary documentation and/or information for loan decisions
• Utilize scripts and email templates provided as guidelines for customer communication.
• Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and complete assigned Tasks and Department Events where required and effectively utilize system flags for reporting and pipeline management to create outstanding customer experience throughout the lending process.
• Work with underwriting and closing to ensure the loan is processed and closed efficiently.
• Maintain the highest degree of customer satisfaction and professionalism (e.g., tone, voice inflection, word choices).
• Continue to be an active and engaged learner availing yourself of all training, meetings, management coaching, communications, and internal partnerships.
• Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness.
• Reliable attendance and punctuality are essential functions of this position. Conformance with in-office work requirements and Lendistry's time and attendance policy is a key responsibility of the employee.
• 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

Your Areas of Knowledge and Expertise

• High school diploma.
• Sales or customer service experience preferred.
• SBA Loan Processing experience 1-2 years
• Experienced in pipeline management
• Deliver a high-quality loan package at submission to underwriting
• Demonstrated proficiency in loan product knowledge and customer eligibility
• Subject Matter Expert and point of contact for systems and use of proceeds.
• Exceptional communication and customer service skills, both verbal and written
• Demonstrate active listening skills
• Diligent follow-up routines.
• Ability to work in a goal-oriented environment
• Strong attention to detail
• Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, and the ability to work independently as part of a team.
• Excellent analytical and mathematical skills.
• Willingness to adapt to changing business needs and deadlines, including extended work hours.
• Exhibit a professional, business-like appearance and demeanor.
• Proficient PC skills; MS Word, Excel, and PowerPoint.

Compensation Range

The US base salary range for this full-time position is $27.00- $30.00 an hour.

Our salary ranges are determined by role, level, and location.

The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.

Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.

Physical Requirements

This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.

ACKNOWLEDGEMENT

B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.