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About the Role
Manage the entire loan servicing lifecycle for complex private credit instruments, ensuring accurate calculation and processing of interest, fees, and other financial metrics. Partner with fund accounting teams and support investment professionals with timely and accurate servicing data.
Responsibilities
- Manage the entire loan servicing lifecycle for complex private credit instruments, including bilateral, club, and syndicated loans such as term loans, delayed draw term loans (DDTLs), revolvers, unitranche, and asset-based lending facilities.
- Ensure accurate calculation and processing of interest, fees, PIK accruals, amortization schedules, original issue discount (OID) accretion, and unused/commitment fees, leveraging LSTA/LMA conventions and evolving benchmark interest rates including SOFR and credit-sensitive rates.
- Execute and reconcile cash transactions, manage lender/borrower communications, and proactively resolve settlement breaks with internal and external stakeholders to maintain operational integrity.
- Partner with fund accounting teams to support month-end close processes, maintain accuracy in position tracking, and assist in providing documentation for audit and reporting purposes.
- Support frontline investment professionals and relationship managers with timely and accurate servicing data, including responses to borrower/lender inquiries and documentation requirements.
Requirements
- 8+ years of experience recommended in private credit loan operations, bank loan servicing, CLO administration, or through a third-party loan agent.
- Expertise in credit agreement mechanics, including loan origination and lifecycle events (fundings, rollovers, prepayments, conversions, etc.).
- Proficiency in LSTA/LMA conventions, day count standards, and benchmark rate calculations (SOFR, Term SOFR, Daily Simple).
- Attention to detail with strong numerical accuracy and ability to analyze complex position and cash reconciliations.
- A team-oriented problem solver who thrives in time-sensitive, high-visibility operating environments.
- Experience with direct lending portfolios, including unitranche, DDTL, super-senior/first-out structures, and PIK toggles, is highly preferred.
Skills
- Loan servicing
- Private credit
- Bilateral loans
- Club loans
- Syndicated loans
- Term loans
- Delayed Draw Term Loans (DDTLs)
- Revolvers
- Unitranche
- Asset-based lending
- LSTA/LMA conventions
- SOFR
- Credit-sensitive rates
- Cash transactions
- Reconciliation
- Month-end close
- Audit and reporting
- Direct lending
- PIK toggles
Location
- San Francisco, CA
- New York, NY
Work Type
- Full-time
Experience Level
- 8+ years
Salary/Compensations
- $153,850 - $217,000
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.