Loan Operations Associate
About The Position
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. You will process complex loan lifecycle events—fundings, repayments, prepayments, rollovers, and amendments—with accuracy and timeliness. You will perform cash, position, and transaction reconciliations to maintain data integrity across borrower, lender, and settlement records. You will generate recurring and ad hoc operational reports and respond to inquiries from internal and external stakeholders. You will 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 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
Benefits
- Equity for all full-time roles
- Exceptional benefits
- Commissions plans (for applicable roles)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
