C

Carta

Fintech platform streamlining fundraising, equity, back-office

Loan Operations Manager

Finance & BankingConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • At least 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 such as fundings, rollovers, prepayments, and conversions.
  • Proficiency in Loan Syndications and Trading Association and Loan Market Association conventions, day-count standards, and benchmark rate calculations including SOFR, Term SOFR, and Daily Simple.
  • Attention to detail, numerical accuracy, and ability to analyze complex position and cash reconciliations.
  • A team-oriented problem solver who can operate in time-sensitive, high-visibility operating environments.

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, revolvers, unitranche, and asset-based lending facilities.
  • Calculate and process interest, fees, PIK accruals, amortization schedules, original issue discount accretion, and unused or commitment fees using LSTA/LMA conventions and evolving benchmark interest rates, including SOFR and credit-sensitive rates.
  • Execute and reconcile cash transactions, manage lender and borrower communications, and resolve settlement breaks with internal and external stakeholders.
  • Partner with fund accounting teams on month-end close processes, maintain accuracy in position tracking, and assist with documentation for audit and reporting.
  • Support investment professionals and relationship managers with servicing data, borrower and lender inquiries, and documentation requirements.

Desired Qualifications

  • Experience with direct lending portfolios, including unitranche, delayed draw term loans, super-senior or first-out structures, and PIK toggles, is highly preferred.

About the Company

Carta

Fintech platform streamlining fundraising, equity, back-office

Carta provides a fintech platform that helps startups, venture capitalists, and private equity firms manage fundraising, equity, and related back-office tasks. It automates processes such as compensation planning with real-time market data and machine learning, and also supports equity sales, audits, tax matters, valuations, and fund formations within a single system. The platform differentiates itself by offering an integrated suite that combines fundraising workflow, equity management, portfolio insights, and market data in one place. The goal is to make fundraising faster, easier, and more cost-effective while helping organizations manage their equity and portfolios more efficiently.

Company size
1,001-5,000
Company stage
Series G
Total funding
$1.1B
Headquarters
San Francisco, CA
Founded
2012

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