Processor II

B.S.D. Capital Inc. dba Lendistry; Tustin (CA); On-site; USD 33,062 - 48,216; Full time

Benefits offered by this job

Comprehensive Medical, Dental, and Vision Insurance

Generous Paid Time Off

401(k) Match

Paid Life Insurance

Paid Disability Insurance

Professional Development Courses

Job summary

Dormont Manufacturing Co is seeking a Processor II to manage loan applications for small business owners. This role involves reviewing documentation, coordinating with sales, and ensuring efficient processing of loans.

Candidates should possess a high school diploma, strong customer service experience, and analytical skills. The position offers a competitive compensation range of $24 to $35 per hour, along with comprehensive benefits.

Qualifications

• High school diploma required.
• 1-2 years processing experience preferred.
• Strong customer service and sales skills.

Responsibilities

• Review and submit loan requests from small business owners.
• Coordinate with sales and underwriting to obtain necessary documentation.
• Maintain customer satisfaction and professionalism.

Skills

Customer service skills

Attention to detail

Sales experience

Analytical skills

Communication skills

Education

High school diploma

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

Job description

Lendistryis 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 [e-mail]

A Day in the Life

The ProcessorII 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 for the ProcessorII is to manage the administrative and logistical aspects of loan applications, ensuring they are processed efficiently. This will include collecting and organizing all necessary documentation for loan applications, while maintaining a thorough understanding of all product guidelines and documentation requirements to provide appropriate guidance for each customer. Some travel may be required.

Lendistry: Who We Are

We’reproud 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!

WhatYou’llBe Doing

• Review and understand Lendistry credit guidelines for each program to ensure all necessary documentation is ordered timely for each loan

• Prepare loan files for underwriting, ensuring they are complete, accurate, and meet program requirements at submission.

• Coordinate with sales, underwriting and applicants to obtain necessary documentation and/or information for loan decisions

• Utilize scripts and email templates provided as guidelines for customer communication.

• Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and complete assigned Tasks and Department Events where required and effectively utilize system flags for reporting and pipeline management to create outstanding customer experience throughout the lending process.

• Work with underwriting and closing to ensure the loan is processed and closed efficiently.

• Maintain the highest degree of customer satisfaction and professionalism (e.g., tone, voice inflection, word choices).

• Continue to be an active and engaged learner availing yourself of all training, meetings, management coaching, communications, and internal partnerships.

• Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness.

• Reliable attendance and punctuality are essential functions of this position. Conformance with in-office work requirements and Lendistry’s time and attendance policy is a key responsibility of the employee.

• 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

• High school diploma.

• Salesor customer service experience preferred.

• Processing experience 1-2 years

• Experienced in pipeline management

• Deliver a high-quality loan package at submission to underwriting

• Demonstrated proficiency in loan product knowledge and customer eligibility

• Subject Matter Expert and point of contact for systems and use of proceeds.

• Exceptional communication and customer service skills, both verbal and written

• Demonstrate active listening skills

• Diligent follow-up routines.

• Ability to work in a goal-oriented environment

• Strong attention to detail

• Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, and the ability to work independently as part of a team.

• Excellent analytical and mathematical skills.

• Willingness to adapt to changing business needs and deadlines, including extended work hours.

• Exhibit a professional, business-like appearance and demeanor.

• Proficient PC skills; MS Word, Excel, and PowerPoint.

Why You’ll Love Working Here:

• 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 Provided Snacks and Drinks

• Gym Facilities (LA & Tustin/CEC Offices)

• In Office Engagement Activities

Compensation Range

Base pay is one part of our total compensation package and is determined within a range.

This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $24 - $35 an hour.

Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location.

The position will also have a monthly variable compensation amount based on production.

Physical Requirements

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. It also may require occasional standing, lifting, carrying 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.

ACKNOWLEDGEMENT
B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.