Sr. Servicing & Loan Systems Specialist

Overview

At Lendistry, we’re a mission-driven fintech helping small business owners and their communities. We’re a national employer and recipient of 2025's Best Places to Work in Fintech, committed to opportunity, equity, and impact. We’re seeking strategic thinkers and doers who show up ready to make a difference in a culture of innovation and service.

Sr. Servicing & Loan Systems Specialist is responsible for operationalizing loan sale agreements with capital partners and ensuring post-sale servicing, reporting, compliance, and partner relationship management are executed with excellence. This role ensures investor-facing processes are integrated into internal systems and workflows to deliver data, remittances, and performance updates accurately, timely, and compliantly. The VP supports Lendistry’s access to secondary markets and maintains trusted, long-term partner relationships.

We are the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified CDFI and CDE, our mission is to create economic opportunities and fuel growth for small business owners and their communities.

• Translate executed loan sale agreements into internal operational workflows, ensuring reporting, servicing, and compliance requirements are defined and communicated to internal stakeholders.
• Develop and maintain SOPs for each partner’s post-sale servicing and reporting needs.
• Collaborate with Servicing, Compliance, Finance, and IT to integrate loan sale terms into loan systems, servicing platforms, and audit controls.
• Maintain a centralized reference library of current agreements, partner requirements, and associated servicing/reporting obligations.
• Oversee day-to-day execution of post-sale servicing, including remittance, data delivery, collateral tracking, and compliance certifications.
• Ensure loan performance, payment activity, and servicing actions are tracked and reported accurately in line with investor requirements.
• Identify and resolve post-sale issues, such as payment discrepancies, data mismatches, or servicing variances.
• Manage all scheduled and ad hoc investor reporting, including remittance reports, portfolio performance summaries, delinquencies, and certifications.
• Ensure data accuracy, completeness, and timeliness of all investor deliverables.
• Partner with Compliance and Legal to stay aligned with regulations, partner expectations, and audit readiness.
• Serve as the primary operational contact for capital partners post-sale, ensuring clear, responsive communication.
• Facilitate regular check-ins with partners to review performance and servicing expectations.
• Act as a liaison between internal departments and external partners to support long-term relationship health and growth opportunities.
• Lead initiatives to automate and improve loan sale reporting and data transmission processes.
• Partner with Technology and BI teams to build dashboards and tools for visibility into sold-loan performance.
• Continuously assess and improve servicing and reporting operations to align with evolving investor needs and industry standards.

• Bachelor’s degree in Business, Finance, Operations, or related field; MBA or relevant graduate degree preferred.
• 8+ years of experience in loan operations, secondary markets, loan servicing, or partner management, with at least 3 years in a leadership role.
• Strong understanding of loan servicing workflows, investor reporting obligations, and servicing compliance requirements.
• Experience managing post-sale relationships with banks, CDFIs, or other capital providers.
• High proficiency with loan servicing systems, data management tools (Excel, SQL, BI dashboards), and CRM platforms.
• Exceptional organizational and communication skills with cross-functional collaboration and partner satisfaction focus.
• Familiarity with SBA or government-backed loan programs and related reporting (e.g., Form 1502).
• Experience working with capital partners across mission-driven and institutional investment models.
• Demonstrated success in operationalizing financial agreements and maintaining…