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Loan Packaging Specialist III
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- Lendistry is the country's largest minority-led and technology-enabled small business and commercial real estate lender with Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certification.
- Collect all necessary documentation (e.g. leases, list of tenant improvements, landlord waivers, bankruptcy discharge, IRS repayment plan agreements, contractor bids, purchase invoices, etc.)
- Knowledge of business fundamentals and the business acumen to perform basic analysis of Business and Personal Tax Returns, Interim Financials, Bank Statements and Debt Schedules, etc.
- Requests necessary exceptions from Credit Manager or Chief Credit Officer
- Submits fully qualified file to Credit for Underwriting assignment within Key Performance Indicators (KPI's) and/or Service Level Agreements ("SLA") timeline.
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