Lendistry · 4 hours ago
Closing Specialist II
Lendistry is a mission-driven fintech company focused on creating opportunities for small business owners and their communities. The Closing Specialist II is responsible for funding and closing transactions while coordinating with various departments to ensure timely and efficient loan processing.
FinanceFinancial ServicesFinTechLending
Responsibilities
Support funding/closing for new loan, extension, and renewal
Maintain expert knowledge of all Closing and Funding Functions
Will assist in the direction and operations of the closing team
Follow all policies and procedures, along with agency and state guidelines
Time management in daily tasks, operations and quality control; ensures coordinating available resources for maximum results
Review executed documents for funding/closing, including, but not limited to, borrower entity documents, transaction agreements, preliminary title documents, escrow items, compliance documents, insurance evidence, flood certifications, commercial appraisals, environmental report, etc. Follow up as necessary to obtain missing items and/or corrections
Ensure timely and efficient loan closing verifying all conditions have been satisfied prior to funding in accordance with Lender’s Instruction and/or Request for Disbursement Check List
Set up closing with closing agent/title and review funding spreadsheet, funder ISO, and disbursement summary
Initiate funding request to accounting department upon receipt of director’s approval
Provide the internal servicing department with timely and accurate information utilized in loan data reporting
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!
Qualification
Required
Previous Loan Closing experience required
Bachelor's degree in related field or more than 5 years of equivalent experience
Financial services work experience of more than 5 years
Detailed oriented and strong organization skills
Proficient with Microsoft office
Knowledge of funding guidelines and procedures
Must work effectively with other staff members and work well in a busy environment
Excellent verbal and written communication skills
Sophisticated word processing and computer database skills, especially in Microsoft Word and Excel
Thorough knowledge of accounting principles, financial statement analysis, operations, and regulations
Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, ability to work independently and as part of a team
Strong analytical ability with active listening skills
Willingness to adapt to changing business needs and deadlines, including extended work hours
Exhibit a professional, business-like appearance and demeanor
Company
Lendistry
Lendistry is a lender and fintech company that provides business loans and grant access to small businesses.
Funding
Current Stage
Growth StageTotal Funding
$304.75MKey Investors
KeyBankEast West BankTD Bank
2025-12-11Debt Financing· $100M
2025-10-01Debt Financing· $75M
2025-09-17Debt Financing· $25M
Recent News
2025-11-07
2025-11-05
2025-10-16
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