Carta’s ERP for private capital combines software and services to deliver connected clarity and control across equity, fund, and portfolio management. Backed by Lightspeed and a16z.
About the role
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Loan Operations Associate, you'll work to:
What they're looking for
- Technology-forward. You actively leverage modern tools—including AI-powered productivity tools—to automate repetitive tasks, improve efficiency, and help shape scalable operating models
- A strong communicator. You build effective working relationships and respond clearly and professionally to inquiries from borrowers, lenders, clients, and internal stakeholders
- Analytically minded. You bring strong analytical and organizational skills and can perform interest, fee, payoff, and other loan-related calculations with confidence
More about this role
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, 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.
For more information about our offices and culture, check out our Carta careers page .
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Loan Operations Associate, you'll work to:
- 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...
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