Upstart · 4 hours ago
Loan Sales Lead
United States
Full-time
Remote
Mid Level
$128K/yr - $160K/yr
3+ years expUpstart is a leading AI lending marketplace committed to reducing borrowing costs for Americans. The Loan Sales Lead will coordinate multi-product loan sales, ensuring precise execution and communication across various teams to enhance operational efficiency.
Artificial Intelligence (AI)AutomotiveConsumer LendingCreditFinancial ServicesFinTechLendingMachine LearningPersonal Finance
Responsibilities
Own the end-to-end coordination of loan sales, ensuring sale dates, tape updates, requirements, and cross-functional communications are always accurate, timely, and aligned
Maintain and continuously improve Investor Services’ loan sale processes—driving clarity, reducing errors, and building scalable workflows across multiple product lines
Perform detailed tape scrubs to verify loan eligibility, proactively identifying and resolving issues before they impact execution
Serve as the central point of contact for Capital Markets, Legal, Engineering, Servicing, and other partners, ensuring all stakeholders have the right information at the right time
Develop, document, and operationalize new processes for emerging products (e.g., auto, HELOC), ensuring strong adherence and smooth cross-team adoption
Evaluate tools, automation opportunities, and process enhancements that streamline loan sale operations and strengthen Investor Services’ overall efficiency
Qualification
Required
3+ years of experience in loan operations, investor services, capital markets operations, or a similar process-driven financial services role
Demonstrated expertise in project management or workflow coordination, with a proven ability to manage complex, multi-step processes across multiple stakeholders
Exceptional attention to detail and accuracy, with experience maintaining documentation, reviewing data/tapes, or validating eligibility criteria
Strong written and verbal communication skills, with experience working in fast-paced, remote environments using tools such as Slack, email, and shared documentation platforms
High proficiency with spreadsheets (Excel or Google Sheets) and operational tools used for tracking, organizing, or automating process workflows
Preferred
Experience supporting loan sales, securitizations, or other secondary market transactions across multiple consumer lending products
Familiarity with loan tape structures, tape validation processes, and eligibility criteria for asset sales
Background working with cross-functional partners such as Capital Markets, Legal, Engineering, and Servicing in a high-growth or rapidly evolving environment
Experience building or improving operational processes, especially in a multi-product organization
Comfort evaluating and adopting new tools or automation solutions to enhance workflow efficiency
Knowledge of project management methodologies (e.g., Agile, Lean, or similar) and experience using tools such as Jira or equivalent platforms
Benefits
Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly
Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year
Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees
Affordable medical, dental, and vision coverage, with multiple plan options - Upstart covers 90% to 100% of the cost depending on the plans you choose
Health Savings Account contributions from Upstart for eligible plans
Income protection benefits, including company-paid Basic Life, AD&D, and Short- and Long-Term Disability coverage, with options to purchase supplemental coverage
Paid time off, sick and safe time, and company holidays
Paid family and parental leave to support caregiving and major life moments
Family-centered benefits through Carrot and Cleo, supporting fertility, parenthood, and caregiving
Employee Assistance Program (EAP) offering mental health support and life-centered resources
Financial wellness resources, including access to financial planning tools and a financial concierge service
Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you
Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from
Connection and community through team events and onsites, all-company updates, and employee resource groups (ERGs)
Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our four offices, located in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!)
Company
Upstart
Upstart (NASDAQ: UPST) is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit.
1001-5000 employees
H1B Sponsorship
Upstart has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (67)
2023 (85)
2022 (85)
2021 (42)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$3.36BKey Investors
CastlelakeProgressiveRakuten
2025-11-06Post Ipo Debt· $1.5B
2025-09-05Post Ipo Debt· $320M
2025-08-12Post Ipo Debt· $600M
Leadership Team
Dave Girouard
Founder & CEO
Paul Gu
Co-Founder
Recent News
The Motley Fool
2026-01-23
Business Wire
2026-01-22
The Motley Fool
2026-01-03
Company data provided by crunchbase