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Loan Operations Specialist

🕒 September 24

⏰ Full Time

🟢 Junior

⚙️ Operations

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Capchase's careers page, not through a job board

First seen by Remote Rocketship September 24

Still open on Capchase's site. Checked 3 hours ago.

Logo of Capchase

Capchase

51 - 200 employees

Founded 2020

💸 Finance

☁️ SaaS

💳 Fintech

💰 $400M Debt Financing on 2022-07

Finance • SaaS • Fintech

Capchase is a company that provides financing solutions specifically tailored for B2B SaaS companies. It offers fast, non-dilutive funding options based on future recurring revenue, enabling companies to grow without giving up equity. Capchase's platform also facilitates flexible payment terms for customers, allowing businesses to receive upfront payments while offering installment plans to their clients. With integrations, automated collections, and a seamless digital payment experience, Capchase aims to reduce buying friction and accelerate sales cycles for SaaS businesses, ultimately helping them scale efficiently and sustainably.

📋 Description

• Own the loan operations lifecycle, including order creation, payment link setup, document generation and tracking, delivery confirmation, and acceptance sign-off • Coordinate with Risk and Capital Markets to identify deal requirements • Gather, validate, and structure information and documents from clients and GTM teams • Proactively follow up on pending documents, signatures, and delivery confirmations • Keep clients and sales teams informed and unblocked throughout the process • Identify recurring process friction and product gaps, diagnose issues, and escalate recommended fixes • Maintain and extend operational playbooks and documentation • Partner with Product to map manual workflows and shape automation priorities • Report on time-to-fund, stage conversion, and document turnaround • Surface operational blockers early using supporting data

🎯 Requirements

• 1 to 3 years in loan operations, deal operations, order management, or fintech operations • Experience moving information and documents across multiple internal teams and external clients • Strong attention to detail, including identifying missing fields, unsigned pages, and date discrepancies • Clear, direct written and spoken communication in English • Ability to track operations metrics, identify funnel blockers, and act on them • Experience using automation or AI tools in an operations workflow, or eagerness to use them • Exposure to Risk, Legal, or Capital Markets functions • Experience with Salesforce or another CRM-embedded operations workflow • Background in lending, leasing, or equipment finance

🏖️ Benefits

• Remote-first autonomy • Deep-work-focused work environment • Flexible self-managed time and impact • Equal opportunity workplace • Diverse team representing 15+ nationalities

Apply Now

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