Loan Operations Associate

Carta

1 month ago

3.6 on Glassdoor

Sandy, UT

Hybrid

Full Time

Senior

0 applicants

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About this role

Loan Operations Lead at Carta responsible for overseeing the servicing lifecycle for complex private credit instruments and ensuring operational integrity across cash, settlement, and reporting workflows. The role partners with fund accounting and investment teams to support month-end close, audit documentation, and servicing reporting while scaling Carta’s loan servicing capabilities. The position includes leadership of a team of Loan Operations analysts and contributing to process improvements for the private credit platform.

Skills

About Carta

carta.com

Carta is an equity management platform that helps startups, private companies, investors, and employees manage ownership, cap tables, valuations, and equity plans. It offers cap table software, 409A valuations, stock option administration, and tools for fundraising and secondary transactions (including its CartaX marketplace), plus fund administration services for venture firms and LPs. Carta centralizes compliance, reporting, and liquidity workflows with secure, audited software and managed services to simplify equity operations. Widely adopted by startups and investors, it integrates with payroll, HR, and legal processes to keep ownership data accurate and actionable.