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Lead is an FDIC-insured fintech bank headquartered in Kansas City, Missouri, building banking infrastructure for embedded financial products and services. The company combines regulatory expertise with technical innovation to help fintech partners scale with compliance and creativity. Lead operates offices in Kansas City, San Francisco, Sunnyvale, and New York City.
The Senior Loan Operations Support role is responsible for the complete lifecycle of commercial loan set-up, maintenance, and processing. This position requires analyzing loan requests to determine intent and verify completeness and accuracy of supporting documentation.
Key responsibilities include:
- Ordering appraisals and title commitments
- Direct borrower communication for insurance information and preliminary disclosures
- Activating new loans in the core system
- Processing construction and commercial loan draw requests
- Reviewing daily reports and addressing discrepancies
- Managing loan file completeness (recorded documents, title policies, insurance)
- Appraisal management including tracking, annual appraiser reviews, and payment reconciliation
- Escrow management: setup, verification, annual analysis, payments, and updates
- Adverse action letter preparation, tracking, and monitoring
- Processing bankruptcies, levies, and disputes
- Covenant review, tracking, and management
- Processing daily mail and loan notices
- Preparing monthly loan reports
- Physical loan file maintenance
- Daily loan general ledger balancing
- Client assistance in person or by phone as needed
The role operates within a hybrid structure across Kansas City area locations (Kansas City, Lee's Summit, Blue Springs).
Qualifications:
- Minimum 2 years of relevant work experience in reconciliation or balancing
- 5 years of experience in loan servicing or loan support
- Knowledge of LaserPro, nCino, or similar document preparation or core banking systems
- Excellent written and verbal communication skills
- Strong attention to detail and product management skills
- Strong organizational skills with ability to manage multiple time-sensitive projects simultaneously
- Client-obsessed mentality with passion for fintech and emerging financial technology
- Self-starter who is engaged, proactive, and willing to take initiative
- Ability to treat all data with strict confidentiality
