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Closing Specialist II

Job in Tustin, Orange County, California, 92681, USA
Listing for: Lendistry
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Loan Servicing, Financial Compliance
Salary/Wage Range or Industry Benchmark: 34000 - 48000 USD Yearly USD 34000.00 48000.00 YEAR
Job Description & How to Apply Below

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

Lendistry does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Lendistry, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.

And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.

A Day in the Life

The Closing Specialist II will be responsible for supporting the accurate and timely funding and closing of small business loan transactions. This role works closely with internal teams, customers, and third-party vendors to gather and review documentation, ensure compliance with government and source standards, and facilitate a smooth loan closing process. 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
  • Assist in the preparation and review of loan closing documents in accordance with policies and procedures.
  • Ensure that loan packages are complete and accurate prior to closing
  • Coordinate with borrowers, Relationship Managers, Underwriters, Processors, 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 closing lifecycle.
  • Identify and resolve documentation deficiencies, compliance gaps, and closing conditions in a timely manner.
  • Ensure all SBA eligibility, collateral, and documentation requirements are met prior to loan closing.
  • Monitor pipeline timelines and proactively follow up on outstanding conditions to support efficient loan closing.
  • 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 closing operations.
  • 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
  • Strong knowledge of SBA 7(a) and 504 loan programs, including eligibility guidelines, documentation, and government-guaranteed loan closing requirements.
  • Familiarity with SBA SOP guidelines, eligibility standards, and compliance documentation requirements.
  • 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.
Why You ll Love Working Here
  • Comprehensive Medical, Dental, and Vision Insurance
  • Generous Paid…
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