Loan Operations Specialist
Job description
A Loan Operations Specialist at Capchase who owns the operational lifecycle of deals between a signed quote and a funded deal, including order creation, document generation and tracking, signature chasing, delivery confirmation, and acceptance sign-off. The role works with Risk, Capital Markets, GTM, and Product to keep deals moving and surface process friction.
At a glance
- Employment
- Full-time
- Work mode
- Remote
- Languages
- English – fluent
What you'll do
- Own order creation, payment link setup, document generation and tracking, delivery confirmation, and acceptance sign-off, including the SLA behind each step
- Work with Risk and Capital Markets to identify what each deal needs, then coordinate with clients and GTM to gather, validate, and structure it
- Chase pending documents, signatures, and delivery confirmations before a deal stalls; keep clients and sales teams informed and unblocked
- Document, diagnose, and escalate recurring process failures or product gaps with a recommended fix
- Maintain and extend documentation for every ops scenario so the team scales, onboarding is fast, and AI agents have structured context
- Partner with Product by mapping manual touchpoints to help shape what gets automated first
- Report on time-to-fund, stage conversion, and document turnaround; surface blockers early with supporting data
What we're looking for
- 1 to 3 years in loan operations, deal operations, order management, or fintech operations
- Experience moving information and documents across multiple internal teams and external clients while keeping track of all of it
- Detail discipline: noticing the missing field, the unsigned page, the date that does not match
- Clear, direct written and spoken communication in English with clients and internal teams
- Comfortable tracking ops metrics, spotting a blocker in the funnel, and acting on it rather than just reporting it
- Have used automation or AI tools in an ops workflow, or are eager to, and are energised by making parts of your own job redundant
Nice to have
- Exposure to Risk, Legal, or Capital Markets functions
- Experience with Salesforce or another CRM-embedded operations workflow
- Background in lending, leasing, or equipment finance
Your team
Loan Operations
The operational backbone of every deal Capchase closes, covering everything between a signed quote and a funded deal.
Benefits
- Real ownership, early: you own a business-critical process from day one
- High standards, low ego: work with bright, humble people in a culture of intellectual humility
- Build the thing that replaces the work: close enough to Product to shape the automation
- Remote-first autonomy: deep work and trust to manage your own time and impact
Apply
About Capchase
The modern platform for financing leading enterprise solutions
Capchase embeds flexible payment terms directly into the sales workflow, helping teams close faster without the friction of a separate financing system. Built for direct and channel sales motions, with $2B+ funded, approvals in seconds, and a seamless experience for sellers and buyers. Backed by leading fintech investors including 01A, Thomvest, QED, SciFi, and Invesco, with $700M+ raised in equity and debt.
Mission
Transform how hardware and software companies sell and get paid, revolutionizing the equipment financing space.
Key facts
- 80+ Capchasers
- 2020
- Equipment financing / fintech
- $2B+ funded
- $700M+ raised in equity and debt
- 10K+ active vendors, channel partners and buyers
- Team representing over 15 nationalities
- Active in 10 markets
- Top decile YoY growth
- Reached the top of the Installment Payment, BNPL category on G2 in December 2024, #1 in B2B
- Named a 2026 Monitor Best Company in Innovation
Partners & customers
What they value
- Intellectual humility
- High standards, low ego
- Real ownership
- Remote-first autonomy