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Team Lead – Operations & Underwriting
Updated on 3/23/2023
Salt Lake City, UT, USA • Seattle, WA, USA • San Francisco, CA, USA
Experience Level
Desired Skills
  • Openness to learning new systems and company specific platform
  • 2+ years of experience in commercial lending operations (or similar field)
  • Experience working directly with clients / customers
  • Experience in working with commercial lending operations is ideal
  • Understanding of commercial loan underwriting is ideal
  • Loan servicing / Client Relationship Management - We commit to operating with urgency when providing lending services to our clients. You will seamlessly work with clients to provide solutions and banking partners' operations team to manage daily/monthly deliverables. You will be expected to develop a deep understanding of Carta's fund administration service and platform
  • Project Management - Partner with other team members as a lead on new deals and manage timelines/expectations to close. There will be an aspect of loan underwriting, which is completely standardized
  • Risk Management - Have a mindset to protect the loan book of the banking partner(s). This will involve proactively managing risk by using Carta's platform and working closely with internal teams
  • Fintech/Banking Interest - In this unique role in a unique company, you'll quickly become a 'subject matter expert' for the CCL product. Over time we will lean on you to help us explore other financial products we can offer the venture ecosystem as well

1,001-5,000 employees

Cap-table management platform
Company Overview
Carta is on a mission to create more owners. With over 23,000 companies, more than one million investors, law firms, and employees on their platform, and a commitment to transparency and equality in equity—they're breaking the mold of how capital markets operate.
  • Free lunch and snacks
  • Equity
  • Employee liquidity every 12-18 months
Company Core Values
  • Carta is run like a Professional Sports Team
  • Show up on time everyday
  • We are Software People
  • Create Leverage, Not Efficiency
  • Learn vs Execute
  • Competition Is for Losers