Sr Servicing & Loan Systems Specialist

The Sr. Servicing & Loan Systems Specialist is responsible for operationalizing loan sale agreements with established capital partners, ensuring all post-sale servicing, reporting, compliance, and partner relationship management functions are executed with excellence. This role ensures that all investor-facing processes are seamlessly integrated into internal systems and workflows, enabling accurate, timely, and compliant delivery of data, remittances, and performance updates. The VP plays a critical role in supporting Lendistry’s access to secondary markets and maintaining trusted, long-term partner relationships.

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!

• Translate executed loan sale agreements into internal operational workflows, ensuring all reporting, servicing, and compliance requirements are clearly defined and communicated to internal stakeholders.
• Develop and maintain SOPs (standard operating procedures) for each partner’s unique 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 responsibilities including remittance, data delivery, collateral tracking, and compliance certifications.
• Ensure loan performance, payment activity, and servicing actions are tracked and reported accurately and in accordance with investor requirements.
• Proactively identify and resolve post-sale issues, such as payment discrepancies, data mismatches, or servicing variances.

• Manage all scheduled and ad hoc reporting to capital partners, including payment remittance reports, portfolio performance summaries, delinquencies, and compliance certifications.
• Ensure data accuracy, completeness, and timeliness of all investor deliverables.
• Partner with Compliance and Legal to ensure ongoing alignment with applicable regulations, partner expectations, and audit readiness.

• Serve as the primary operational contact for capital partners post-sale, ensuring clear, responsive, and proactive communication.
• Facilitate regular check-ins with partners to review performance, address questions, and reinforce servicing expectations.
• Act as a trusted liaison between internal departments and external partners to support long-term relationship health and future growth opportunities.

• Lead initiatives to automate and improve loan sale reporting and data transmission processes, reducing manual touchpoints and errors.
• Partner with Technology and BI teams to build dashboards and tools that provide internal and external 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.
• Must have Nortridge Loan System (NLS) administrator and development or administration experience for this role.
• 8+ years of experience in loan operations, secondary markets, loan servicing,…