Loan Operations Associate

Carta
New York, Hamilton
Workplace: OnsiteFull timeUSD 105,400 - 124,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Operational rigor","Attention to detail","Communication","Analytical thinking","Organizational skills"]

Support end-to-end loan onboarding, closings, and operational setup for private credit and direct lending transactions. Process loan lifecycle events (fundings, repayments, prepayments, rollovers, amendments), reconcile cash/positions/transactions for data integrity, and produce operational reports for internal and external stakeholders. Partner with Product and Engineering to improve workflows, enhance scalability, and deliver a high-quality client experience in the Loan Operations team.

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FursaFursa
Carta
Carta
5 days ago

Loan Operations Associate

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Last checked: 19 minutes agoStatus: Live

Job Summary

Support end-to-end loan onboarding, closings, and operational setup for private credit and direct lending transactions. Process loan lifecycle events (fundings, repayments, prepayments, rollovers, amendments), reconcile cash/positions/transactions for data integrity, and produce operational reports for internal and external stakeholders. Partner with Product and Engineering to improve workflows, enhance scalability, and deliver a high-quality client experience in the Loan Operations team.
Location: New York, Hamilton
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Support end-to-end loan onboarding, closings, and operational setup for private credit and direct lending transactions.
  • •Process complex loan lifecycle events (fundings, repayments, prepayments, rollovers, amendments) with accuracy and timeliness.
  • •Perform cash, position, and transaction reconciliations to maintain data integrity across borrower, lender, and settlement records.
  • •Generate recurring and ad hoc operational reports and respond to inquiries from internal and external stakeholders.
  • •Partner with Product and Engineering to identify process inefficiencies and support platform enhancements for scalability and client experience.

Pay and Benefits

Salary: USD 105,400 - 124,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceEquity

Key Requirements

  • •2+ years of experience in loan operations, private credit operations, fund administration, or commercial lending with strong attention to detail.
  • •Understanding of the loan lifecycle, including syndicated loans, direct lending structures, revolvers, and lifecycle events such as closings, fundings, amendments, and payoffs.
  • •Ability to perform loan-related calculations (e.g., interest, fees, payoffs) accurately.
  • •Strong analytical and organizational skills, with a commitment to maintaining data integrity.
  • •Experience using modern tools, including AI-powered productivity tools, to automate repetitive tasks and improve efficiency.
Experience:2+ yearsPrivate creditDirect lendingFund administrationCommercial lending
Skills:Operational rigorAttention to detailCommunicationAnalytical thinkingOrganizational skills
Languages:English
Tech Stack:AI-powered productivity tools

Company Brief

Carta
Provides equity management, cap table software, and valuation services for private companies and investors. Carta streamlines ownership tracking, employee equity plans, and compliance for startups, venture-backed firms, and venture capital investors.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series G
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn