Loan Operations Associate

Carta•Hamilton, NY

13d

About The Position

The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our Carta careers page . The Problems You'll Solve At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Loan Operations Associate, you'll work to: 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, and 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 that improve scalability and client experience

Requirements

2+ years of experience in loan operations, private credit operations, fund administration, or commercial lending
Strong attention to detail and a commitment to accuracy
Understanding of syndicated loans, direct lending structures, revolvers, and lifecycle events such as closings, fundings, amendments, and payoffs
Ability to translate knowledge into reliable day-to-day execution
Actively leverage modern tools—including AI-powered productivity tools—to automate repetitive tasks, improve efficiency, and help shape scalable operating models
Strong communication skills to build effective working relationships and respond clearly and professionally to inquiries from borrowers, lenders, clients, and internal stakeholders
Strong analytical and organizational skills
Ability to perform interest, fee, payoff, and other loan-related calculations with confidence

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, and 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 that improve scalability and client experience