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About the Role
As a Loan Operations Associate, you will support end-to-end loan onboarding, closings, and operational setup for private credit and direct lending transactions. You will process complex loan lifecycle events, perform reconciliations, generate reports, and partner with Product and Engineering to enhance the platform.
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
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
- Strong analytical and organizational skills
- Ability to perform interest, fee, payoff, and other loan-related calculations with confidence
Skills
- Loan operations
- Private credit operations
- Fund administration
- Commercial lending
- Syndicated loans
- Direct lending structures
- Loan lifecycle events
- Cash reconciliation
- Position reconciliation
- Transaction reconciliation
- Reporting
- Communication
- Analytical skills
- Organizational skills
- Loan calculations
- AI-powered productivity tools
Location
- New York, NY
Work Type
- Full-time
Experience Level
- 2+ years
Salary/Compensations
- $105,400.00 - $124,000.00
Benefits
- Equity for all full-time roles
- Exceptional benefits
- Commissions plans (for applicable roles)
About the Company
- Carta is the connected platform and AI-native ecosystem for private capital.
- 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.
Equal Opportunity
- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate.
- If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization.
- For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.