Loan Operations Associate
Core
Support end-to-end loan onboarding, closings, and operational setup for private credit and direct lending transactions, including processing lifecycle events and reconciliations.
Role type
Loan Operations Associate
Builds
Loan lifecycle management workflows on Carta's platform for private credit and direct lending firms
Domain
Private capital / Private credit / Direct lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
loan lifecycle management, cash/position/transaction reconciliation, syndicated loans knowledge, direct lending structures, interest/fee/payoff calculations, process improvement, AI tool adoption
Preferred skills
experience with revolvers, fundings, amendments, and payoffs
Technologies
AI-powered productivity tools
Responsibilities
Process complex loan lifecycle events (fundings, repayments, prepayments, rollovers, amendments), perform cash and transaction reconciliations, generate operational reports, partner with Product and Engineering to identify process inefficiencies
Seniority
Mid-level, hands-on IC
