Loan Operations Specialist

Related skills

fintech salesforce order management operations ai tools

πŸ“‹ Description

  • Run the ops lifecycle: Own order creation, payment link setup, document generation and tracking
  • Get deals ready to fund: Work with Risk and Capital Markets to identify what each deal needs, then
  • Drive proactive outreach: Chase pending documents, signatures, and delivery confirmations before a
  • Surface recurring friction: Document, diagnose, and escalate process failures or product gaps with
  • Keep the playbooks current: Maintain and extend documentation for every ops scenario.
  • Feed the product roadmap: Partner with Product to map manual touchpoints and shape automation.

🎯 Requirements

  • 1 to 3 years in loan operations, deal operations, order management, or fintech operations.
  • Cross-team coordination: moved information and documents across multiple internal teams and
  • Detail discipline: notice missing fields, unsigned pages, or mismatched dates.
  • Strong English: Clear, direct written and spoken communication in English.
  • Comfortable with numbers: track ops metrics, spot blockers in the funnel, and act on them.
  • Automation-minded: experience with or eagerness to use automation or AI tools in ops workflows.

🎁 Benefits

  • Real ownership, early: 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 to Product to shape automation.
  • Remote-first autonomy: Prioritise deep work and trust team to manage time and impact.
  • Be part of a diverse team of 15+ nationalities.
  • Work with leading fintech investors including 01A, Thomvest, QED, SciFi, and Invesco.
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