SBA Loan Processor II

Overview

Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law. If you need assistance or accommodation due to a disability, you may contact us at

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 is to manage the administrative and logistical aspects of loan applications, ensuring they are processed efficiently. This includes collecting and organizing all necessary documentation for loan applications, while maintaining a thorough understanding of product guidelines and documentation requirements to provide appropriate guidance for each customer.

Some travel may be required.

Note: The sections below provide further responsibilities and expectations related to SBA lending and processing.

• Process and review SBA loan files to ensure completeness, accuracy, and compliance with SBA SOP guidelines and internal lending requirements.
• Coordinate with borrowers, Relationship Managers, Underwriters, Closers, and third parties to obtain and validate SBA-required documentation.
• Prepare and maintain loan files for SBA 7(a), 504, and other government-guaranteed lending programs throughout the processing lifecycle.
• Identify and resolve documentation deficiencies, compliance gaps, and processing conditions in a timely manner.
• Ensure all SBA eligibility, collateral, and documentation requirements are met prior to loan approval and closing.
• Monitor pipeline timelines and proactively follow up on outstanding conditions to support efficient loan processing and funding.
• Maintain accurate records and data integrity within lending systems and document repositories.
• Stay current on SBA procedural updates, SOP changes, and regulatory requirements impacting loan processing operations.
• Perform other duties as assigned to support the efficient and effective operation of the department.

• Strong knowledge of SBA lending programs, including SBA 7(a), 504, and government-guaranteed loan processing requirements.
• Familiarity with SBA SOP guidelines, eligibility standards, and compliance documentation requirements.
• Experience reviewing financial statements, tax returns, entity documents, and supporting loan documentation for completeness and accuracy.
• Understanding of SBA loan lifecycle processes, including processing, underwriting support, closing coordination, and funding preparation.
• Ability to interpret and apply federal lending regulations, internal policies, and SBA compliance standards.
• Strong organizational skills with the ability to manage multiple SBA loan files in a fast-paced environment.
• Proficiency with loan origination systems, document management platforms, and Microsoft Office applications.
• Excellent communication and follow-up skills when working with borrowers, internal stakeholders, and external partners.

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• Birthday Day Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In Office Snacks and Drinks
• Gym Facilities (LA & Tustin/CEC Offices)
• In Office Engagement Activities

Base pay is between $24 - $35 per hour, with potential monthly variable compensation based on production. Base pay is determined by knowledge, skills, experience, and market location.

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. Occasional standing, lifting up to 20 lbs, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder may be required.

B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing equal opportunities without regard to race, color, age, religious creed, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, sex, gender, pregnancy, gender expression, gender identity, sexual orientation, military or veteran status, or any other characteristic protected by law. Lendistry is a minority-led fintech lender and community development financial institution (CDFI).

We are a mission-driven team focused on creating opportunity, driving equity, and delivering impact where it matters most. If you are driven by purpose and thrive in a culture of…