About this role
The Company You’ll Join
Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.
For more information about our offices and culture, check out our Carta careers page .
The Problems You'll Solve
At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Loan Operations Associate, you'll work to:
• Support end-to-end loan onboarding, closings, and operational setup for private credit and direct lending transactions
• Process complex loan lifecycle events—fundings, repayments, prepayments, rollovers, and amendments—with accuracy and timeliness
• Perform cash, position, and transaction reconciliations to maintain data integrity across borrower, lender, and settlement records
• Generate recurring and ad hoc operational reports and respond to inquiries from internal and external stakeholders
• Partner with Product and Engineering to identify process inefficiencies and support platform enhancements that improve scalability and client experience
The Team You'll Work With
You'll be joining our Loan Operations team.
Carta's Loan Operations team is at the center of how private credit and direct lending firms manage their loan portfolios end-to-end. Our team works directly with borrowers, lenders, and institutional clients to support the full loan lifecycle on Carta's platform—from onboarding and administration through reconciliation, reporting, and investor servicing. As the business scales, the team partners closely with Product and Engineering to build smarter, more efficient operational workflows. This is a team that values operational rigor, a technology-forward mindset, and a commitment to delivering a high-quality client experience.
About You
• Operationally rigorous. You bring 2+ years of experience in loan operations, private credit operations, fund administration, or commercial lending, with strong attention to detail and a commitment to accuracy in everything you do.
• Knowledgeable about the loan lifecycle. You understand syndicated loans, direct lending structures, revolvers, and lifecycle events such as closings, fundings, amendments, and payoffs—and you can translate that knowledge into reliable day-to-day execution.
• Technology-forward. You actively leverage modern tools—including AI-powered productivity tools—to automate repe