Upstart · 3 days ago
Loan Sales Lead
United States
Full-time
Remote
Mid Level
$128K/yr - $160K/yr
3+ years expUpstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. As the Loan Sales Lead, you will coordinate multi-product loan sales, drive process excellence, and ensure seamless communication across various teams to build an efficient loan sale engine.
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
Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
Employee Stock Purchase Plan (ESPP)
Life and disability insurance
Generous holiday, vacation, sick and safety leave
Supportive parental, family care, and military leave programs
Annual wellness, technology & ergonomic reimbursement programs
Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
Catered lunches + snacks & drinks when working in offices
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
2026-01-03
The Motley Fool
2026-01-01
2025-12-17
Company data provided by crunchbase