Job Description:

As a SMB-focused financial hub, Lendio is improving the ability of Small Businesses to thrive in an ever evolving financial ecosystem. The Document Review Specialist acts in a supporting role to our SBA marketplace and team. Incumbents in this position perform various support duties pertinent to meeting the needs of Lendio’s bank customers and assisting with credit review and cash flow analysis for prospective SBA qualified borrowers.

What you will own:

• Calculate cash flow associated with both SBA loan requests and term lending options.

• Work with marketplace reps with the obtaining of updated financial information from borrowers and guarantors as needed

• Assist submission of applications to SBA/Term lending institutions.

• Maintains the highest level of confidentiality with all information obtained.

• Actively participate in training programs to maintain and acquire additional job knowledge and skills.

• Represent Lendio in a manner that maintains and expands positive relations with all customers, prospects, and colleagues.

• Perform as a team member in allocating and coordinating the workflow.

• Contribute to the fulfillment of department and company objectives and goals.

• Comply with all SBA lending policies, procedures, and regulations.

• Other duties as assigned.

• Compliance - Assists in Lendio's compliance with all applicable federal and state laws and regulations.

• Develop familiarity with all applicable federal and state banking rules and regulations regarding lending.

• Adhere to all applicable Bank policies and procedures.

• Cooperate with banking Regulators and Auditors.

What you'll need to be successful:

• Knowledge of fundamental banking principles

• Willingness to learn and understand SBA/Bank credit policies.

• Experience with SBA Lending and bank loans preferred.

• Some accounting experience is preferred. Financial institution experience may be substituted.

• Demonstrated competency with Google Suite.

• Detail oriented and analytical thinker.

• Strong organizational and problem-solving skills.

• Ability to multitask in a dynamic environment.

• Effective verbal and written communication skills

• Ability to work independently, as well as part of a cohesive team.

Pay Range:

Benefits

• Be part of a high-performing, collaborative team, and have fun at work each day

• Competitive pay

• A full suite of traditional benefits

• PTO (Paid Time-off)

• 401(k) with company match

• Company-contributed HSA

• Onsite gym and standing desks

• Wellness program

• Discounted cellular plans

• Company-contributed travel benefit

Get to know Lendio:

Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations.

Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America’s smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives—an employee-contribution and employer-matching fund, in partnership with KIVA–provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund.

Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.