Loan Operations Specialist

Capchase
Guatemala, Argentina, Chile, Uruguay, Colombia
Workplace: RemoteFull timeFunction: Banking, Lending & CreditExperience: 1-3 yearsSkills: ["Detail-oriented","Cross-team coordination","Communication","Numerical/metrics tracking","Automation-minded"]

Own the end-to-end loan operations process—from order creation and payment link setup to document generation, tracking, delivery confirmation, and acceptance sign-off—so deals are ready to fund without follow-ups. Coordinate with Risk, Capital Markets, and GTM to gather and validate deal requirements, proactively chase pending items, and surface recurring bottlenecks. Maintain ops playbooks and partner with Product to shape what gets automated next, using metrics to track funnel health.

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FursaFursa
Capchase
Capchase
1 day ago

Loan Operations Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Own the end-to-end loan operations process—from order creation and payment link setup to document generation, tracking, delivery confirmation, and acceptance sign-off—so deals are ready to fund without follow-ups. Coordinate with Risk, Capital Markets, and GTM to gather and validate deal requirements, proactively chase pending items, and surface recurring bottlenecks. Maintain ops playbooks and partner with Product to shape what gets automated next, using metrics to track funnel health.
Location: Guatemala, Argentina, Chile, Uruguay, Colombia
Workplace: Remote
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Run the ops lifecycle: order creation, payment link setup, document generation and tracking, delivery confirmation, and acceptance sign-off.
  • •Get deals ready to fund by coordinating with Risk and Capital Markets and working with clients and GTM to gather, validate, and structure requirements.
  • •Drive proactive outreach to chase pending documents, signatures, and delivery confirmations before deals stall.
  • •Surface recurring friction by documenting and escalating process failures or product gaps with recommended fixes.
  • •Keep playbooks current and feed the product roadmap by mapping manual touchpoints and reporting funnel health metrics.

Key Requirements

  • •1 to 3 years in loan operations, deal operations, order management, or fintech operations.
  • •Coordinate information and documents across internal teams and external clients while keeping everything tracked.
  • •High attention to detail for lending operations tasks (missing fields, unsigned documents, mismatched dates).
  • •Clear, direct written and spoken communication in English with clients and internal teams.
  • •Comfort tracking ops metrics, spotting funnel blockers, and taking action rather than only reporting.
Experience:1-3 yearsFintech
Skills:Detail-orientedCross-team coordinationCommunicationNumerical/metrics trackingAutomation-minded
Languages:English
Tech Stack:SalesforceCRMAI tools

Company Brief

Capchase
Provides non-dilutive growth capital, embedded vendor financing and revenue-acceleration tools for B2B SaaS, cloud and hardware vendors, enabling vendors to offer installment payments while receiving upfront contract value.
Industry: Fintech Infrastructure
Company Size: Medium (51 to 250 employees)
Revenue: USD 50M to 100M
Growth: Scaleup
Funding: Series B
Headquarters: New York, United States
Founded: 2020
Glassdoor
Glassdoor: 3.4
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