Sr Closing Manager

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

A Day in the Life

The Sr. Closing Manager will assist in overseeing all responsibilities assigned to the Standard Loan Closing Team, including all aspects of closing and funding loan transactions in accordance with program requirements and internal policies and procedures. Additionally, this role will manage the processes, systems and personnel associated with Standard loan closing functions across all programs and products. The Sr. Closing Manager will work as a player-coach as needed; preparing loan documents, coordinating with legal counsel, title and escrow, closing loans and performing post-closing tasks themselves in addition to managing the other loan closing and documentation staff who perform similar functions. Ensure that staff is trained in all aspects of program requirements and remain up to date on changes within the lending industry. Some travel may be required.

What You’ll Be Doing

• 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, business development officers 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.

Your Areas of Knowledge and Expertise

• 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.

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

The US base salary range for this full-time position is $85,000 - $110,000 annually. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.

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 of 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. B.S.D. Capital, Inc. dba Lendistry is a minority-led fintech lender and community development financial institution (CDFI). At Lendistry, we’re more than just a fintech company—we’re a mission-driven team changing the game for small business owners and the communities they serve. As a national employer and proud recipient of 2025's Best Places to Work in Fintech, we believe in creating opportunity, driving equity, and delivering impact where it matters most. We’re looking for strategic thinkers and passionate doers—people who show up every day ready to make a real difference. If you’re driven by purpose and thrive in a culture of innovation and service, Lendistry might just be the place for you.

Lendistry Equal Opportunity Statement

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 [e-mail]