Loan Boarding & Legal Document Review Specialist (Commercial Real Estate Lending)

Location: HQ - San Diego, California, United States; onsite role

Salary: $25.00-$30.46 per hour, plus eligible annual discretionary cash and restricted stock unit bonus targets of 12.5% each.

Company

hirify.global provides technology-driven financial tools and services for individuals, small businesses, and companies.

What you will do

• Review commercial loan documents, credit approvals, participation agreements, guaranties, and covenants for accuracy and compliance with approved terms.
• Extract and reconcile loan, participation, guaranty, and covenant data across legal documents, credit memos, nCino, and core servicing systems.
• Collect and validate KYC and beneficial ownership documentation for regulatory and BSA/AML compliance.
• Maintain customer, collateral, covenant, and loan records, organized files, document indexing, and audit-ready documentation.
• Coordinate with underwriters, closers, legal counsel, servicing teams, and external parties to resolve exceptions.
• Track outstanding conditions and covenants and contribute to process improvements, documentation, and training.

Requirements

• Bachelor's degree in Finance, Business, Paralegal Studies, or a related field, or equivalent experience.
• At least 3 years of experience in commercial lending operations, loan boarding, loan administration, closing, or documentation review.
• Knowledge of commercial loan documentation, credit approvals, commercial real estate lending, loan participations, and syndications.
• Experience with nCino or similar loan origination platforms, core loan systems, and loan servicing processes.
• Understanding of KYC, CIP, beneficial ownership, BSA/AML, and regulatory compliance requirements.
• Strong analytical, organizational, communication, problem-solving, and prioritization skills, with proficiency in Microsoft Excel, PDF applications, reporting tools, and workflow automation technologies.

Culture & Benefits

• Medical, dental, vision, and life insurance may be available.
• Paid sick leave, three weeks of vacation, and approximately 11 paid holidays.
• HSA or FSA accounts and other voluntary benefits.
• 401(k) retirement savings plan with employer match and a 529 savings plan.
• Employee mortgage loan program and access to an hirify.global account with self-directed trading.
• Employment is subject to credit, criminal background, drug screening, and federal employment eligibility verification.