The Problems You’ll Solve

We’re in the early stages of architecting and building new financial platforms and applications. We want to hire people who will help us innovate and will continuously look for ways to improve what we do today. This role is key in shaping the future of financial products and in supporting the growth of Carta’s CCL loan book, which has already reached $900M!

Some of the problems you’ll help us solve are:

  • 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.
    • Experience in working with commercial lending operations is ideal for this part of the role
  • 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.
    • Understanding of commercial loan underwriting is ideal but not required
  • 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.
    • Openness to learning new systems and company specific platform
  • 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.

Organization Carta
Industry Operations Jobs
Occupational Category Operations
Job Location Utah,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2023-03-18 4:29 am
Expires on 2023-05-02