Loan Operations Specialist

Loan operations is the operational backbone of every deal Capchase closes. It is everything between a signed quote and a funded deal. As a Loan Operations Specialist, you own the execution of that journey.

Responsibilities

Run the ops lifecycle: own order creation, payment link setup, document generation and tracking, delivery confirmation, and acceptance sign-off; Get deals ready to fund: work with Risk and Capital Markets to identify what each deal needs, then coordinate with clients and GTM to gather, validate, and structure it; Drive proactive outreach: chase pending documents, signatures, and delivery confirmations before a deal stalls; Surface recurring friction: document, diagnose, and escalate recurring process failures or product gaps with a recommended fix; Keep the playbooks current: maintain and extend documentation for every ops scenario; Feed the product roadmap: map manual touchpoints to help shape what gets automated first; Track funnel health: report on time-to-fund, stage conversion, and document turnaround

Requirements

1 to 3 years in loan operations, deal operations, order management, or fintech operations; Cross-team coordinator: you have moved information and documents across multiple internal teams and external clients and kept track of all of it; Detail discipline: you notice the missing field, the unsigned page, the date that does not match; Strong English: clear, direct written and spoken communication in English with clients and internal teams; Comfortable with numbers: you can track ops metrics, spot a blocker in the funnel, and act on it; Automation-minded: you have used automation or AI tools in an ops workflow, or you are eager to

Nice to have

Exposure to Risk, Legal, or Capital Markets functions; Experience with Salesforce or another CRM-embedded operations workflow; Background in lending, leasing, or equipment finance

Benefits

Real ownership, early: own a business-critical process from day one; High standards, low ego: work with bright, humble people in a culture of intellectual humility; Build the thing that replaces the work: close enough to Product to shape the automation; Remote-first autonomy: manage your own time and impact