Loan Operations Specialist

The role

The Loan Operations Specialist owns the execution of the deal journey from signed quote to funded deal. You will manage order creation, document tracking, and coordination between Risk, Capital Markets, and GTM teams.

What you will do

• Run the ops lifecycle including order creation, payment link setup, and document tracking.
• Get deals ready to fund by coordinating with Risk, Capital Markets, clients, and GTM.
• Drive proactive outreach for pending documents, signatures, and delivery confirmations.
• Surface recurring friction and escalate with recommended fixes.
• Maintain and extend documentation for ops scenarios.
• Partner with Product to map manual touchpoints for the product roadmap.
• Track funnel health including time-to-fund, stage conversion, and document turnaround.

Required qualifications

• 1 to 3 years in loan operations, deal operations, order management, or fintech operations.
• Experience moving information and documents across multiple internal teams and external clients.
• Detail discipline.
• Clear, direct written and spoken communication in English.
• Ability to track ops metrics and act on blockers.
• Use of automation or AI tools in an ops workflow, or eagerness to use them.

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
• High standards, low ego
• Build the thing that replaces the work
• Remote-first autonomy

About the company

Capchase is a platform for financing enterprise solutions, helping hardware and software companies sell and get paid. The company has funded over $2B and operates in 10 markets.