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Job Location: Tustin, CA
EXECUTIVE SUMMARY OF RESPONSIBILITIES
Business Support Analyst PaaS provides support related to various basic to complex products in Operations. Assists in areas such as validating customer documentation and assisting clients with providing appropriate qualifying documentation. May serve as a point of contact for audit, and compliance personnel. Researches and responds to questions from front office personnel and customer.
ABOUT LENDISTRY
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. We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.
GENERAL RESPONSIBILITIES
- Daily production and pipeline management.
- Under direct supervision, implements changing process and guidelines to daily production.
- Provides basic research and helps resolving questions or issues raised by customers, business partners, and other team members including but not limited to discrepancies, system issues, policy interpretations, and audit remediation.
- Under direct supervision, may liaise with audit, risk, and compliance personnel.
- Supports various systems projects for the business unit including system implementations, upgrades, and enhancements.
- Additional duties and responsibilities as assigned
PROFICIENCIES
- Passion to improve the client and colleague experience. Strong business judgement
- Strong analytical and problem-solving skills (identify issues, analyze root causes, structure problem assessments, develop options and recommendations) Ability to handle multiple competing matters with poise
- Strong communication and negotiation skills and the ability to interact equally effectively with colleagues across all Lines of Business and functional groups
- Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate
- Ability to work independently and in collaborative teams
- Service-dedicated and solutions-oriented mindset
- Strong verbal and written communication skills, including the ability to develop easy-to-understand user documentation and platform reports, and to explain solution steps for complex issues Outstanding listening skills, and ability to patiently, constructively interact with diverse stakeholders who may be experiencing challenges with the platform
- Proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity, and rapid change. Ability to successfully understand and implement policies, procedures, and technology
EDUCATION AND EXPERIENCE
- Minimum 2 years of experience in a technical support and/or customer service role required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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