Lead Loan Closings Manager – Player-Coach (Remote)

B.S.D. Capital Inc. dba Lendistry; Tustin (CA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

Birthday Day Off

12 Paid Company Holidays

401(k) Match

FSA and HSA

Life Insurance

Disability Insurance

Pet Insurance

EAP – Employee Assistance Program

Professional Development Courses

Job summary

B.S.D. Capital, Inc. dba Lendistry is seeking a Sr. Closing Manager to oversee the Standard Loan Closing Team, coordinate with legal counsel, title and escrow, and ensure loans close in accordance with program requirements and internal policies.

The role combines hands-on document preparation with team leadership, staff training on policy changes, and performance reporting. Travel may be required.

Qualifications

• Previous Closing Management experience required.
• Bachelor’s degree in related field or 7 years of equivalent experience.
• Financial services work experience of 7-10 years.
• Current experience with Federal loan program policies and documentation requirements.
• Detailed oriented and strong organization skills.
• Proficient with all Microsoft office products, Outlook, Excel, Teams, Sharepoint.
• Use of Salesforce.
• Excellent written and oral communication skills.
• Must work effectively with other staff members, including building and maintaining relationships in a remote environment, and work well in a busy environment.
• Strategic thinker.
• 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.
• Demonstrate Assertiveness and confidence with solid decision-making skills.
• Exhibit a professional, business-like appearance and demeanor.

Responsibilities

• Provide day-to-day leadership to the loan closing team, including measuring Key Performance Indicators and reporting to the management and executive teams.
• Ensure loans are closed within the required time frames.
• Interface with clients, legal counsel, title companies, escrow agents and underwriters for all matters as needed.
• Review loan files to ensure they close accurately.
• Provide Quality Assurance where needed.
• Ensure collateral is perfected in accordance with loan approval, including mortgages and UCC filings are properly filed.
• Work closely with the loan documentation team including reviewing documentation against the approval, reviewing documentation and work with the documentation team to clear any discrepancies noted in loan documents.
• Ensure loans are disbursed appropriately, documentation is maintained in file and correct funding source utilized.
• Ensure client introduction to loan servicing.
• Prepare reports for the Board of Directors and CBO as needed.
• Customer retention and communication.
• Customarily and regularly exercises discretion and independent judgment.

Skills

Closing management

Leadership

Communication skills

Analytical ability

Strategic thinking

Education

Bachelor’s degree or 7 years equivalent experience

Tools

Microsoft Office Suite

Salesforce

Excel

Outlook

Teams

SharePoint

Job description

B.S.D. Capital, Inc. dba Lendistry is seeking a Sr. Closing Manager to oversee the Standard Loan Closing Team, coordinate with legal counsel, title and escrow, and ensure loans close in accordance with program requirements and internal policies.

The role combines hands-on document preparation with team leadership, staff training on policy changes, and performance reporting. Travel may be required.