Carta · 1 day ago
Loan Operations Associate
Sandy, UT
Full-time
Onsite
Mid, Senior Level
2+ years expCarta is a company that connects founders, investors, and limited partners through world-class software for venture capital and private equity. As a Loan Operations Associate, you will manage the loan servicing lifecycle for complex private credit instruments and ensure accurate processing of financial transactions while supporting investment professionals and mentoring a team of analysts.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
Responsibilities
Manage the entire loan servicing lifecycle for complex private credit instruments including bilateral, club, and syndicated loans such as term loans, delayed draw term loans (DDTLs), revolvers, unitranche, and asset-based lending facilities
Ensure the accurate calculation and processing of interest, fees, PIK accruals, amortization schedules, original issue discount (OID) accretion, and unused/commitment fees, leveraging LSTA/LMA conventions and evolving benchmark interest rates including SOFR and credit-sensitive rates
Maintain operational integrity by executing and reconciling cash transactions, managing lender/borrower communications, and proactively resolving settlement breaks with internal and external stakeholders
Partner with fund accounting teams to support month-end close processes, maintain accuracy in position tracking, and assist in providing documentation for audit and reporting purposes
Support frontline investment professionals and relationship managers with timely and accurate servicing data, including responses to borrower/lender inquiries and documentation requirements
Lead and support a growing team of Loan Operations analysts, ensuring daily execution while mentoring talent and promoting development
Qualification
Required
2–5+ years of experience recommended in private credit loan operations, bank loan servicing, CLO administration, or through a third-party loan agent
Expertise in credit agreement mechanics, including loan origination and lifecycle events (fundings, rollovers, prepayments, conversions, etc.)
Proficiency in LSTA/LMA conventions, day count standards, and benchmark rate calculations (SOFR, Term SOFR, Daily Simple)
Attention to detail with strong numerical accuracy and ability to analyze complex position and cash reconciliations
A team-oriented problem solver who thrives in time-sensitive, high-visibility operating environments
Preferred
Experience with direct lending portfolios, including unitranche, DDTL, super-senior/first-out structures, and PIK toggles, is highly preferred
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
1001-5000 employees
H1B Sponsorship
Carta 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 (37)
2024 (30)
2023 (32)
2022 (13)
2021 (38)
2020 (36)
Funding
Current Stage
Late StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO & Co-Founder
Charly Kevers
CFO
Recent News
Crowdfund Insider
2026-01-20
2026-01-19
2026-01-19
Company data provided by crunchbase