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Capchase is a fintech platform transforming equipment financing for software and hardware companies. The company has raised $700M+ in equity and debt, operates in 10 markets with 80+ employees, and processes billions in payment volume annually.
As a Loan Operations Specialist, you will own the operational backbone of deal execution at Capchase—everything from signed quote to funded deal. This is a high-ownership role where you manage the complete loan operations lifecycle and directly influence product automation priorities.
Key Responsibilities:
- Run the full ops lifecycle: order creation, payment link setup, document generation and tracking, delivery confirmation, and acceptance sign-off, with accountability for SLAs at each stage.
- Get deals ready to fund by working with Risk and Capital Markets teams to identify requirements, then coordinate with clients and GTM to gather, validate, and structure all necessary documentation.
- Drive proactive outreach to chase pending documents, signatures, and delivery confirmations before deals stall, keeping clients and sales teams informed and unblocked.
- Surface recurring friction points—when the same step slows multiple deals, document it, diagnose it, and escalate with recommended fixes.
- Maintain and extend playbook documentation for every ops scenario to enable team scaling, fast onboarding, and structured context for AI agents.
- Partner with Product to map manual touchpoints you encounter daily, shaping the automation roadmap (you won't own the build, but your input drives prioritization).
- Track funnel health metrics: time-to-fund, stage conversion, document turnaround, and surface blockers early with supporting data.
You will work day-to-day with Risk, Capital Markets, and GTM teams. This role is ideal for someone early in their operations career who wants real ownership of a critical process and is genuinely energized when tasks you used to do manually get automated away.
Requirements:
- 1 to 3 years in loan operations, deal operations, order management, or fintech operations.
- Demonstrated ability to move information and documents across multiple internal teams and external clients while maintaining complete tracking.
- Strong attention to detail—you notice missing fields, unsigned pages, mismatched dates. In lending, these details are the job.
- Strong English proficiency with clear, direct written and spoken communication for clients and internal teams.
- Comfortable working with numbers; able to track ops metrics, spot funnel blockers, and act on them rather than just report.
- Automation-minded: you have used automation or AI tools in an ops workflow, or you are eager to learn. You are energized by making parts of your own job redundant.
Bonus:
- Exposure to Risk, Legal, or Capital Markets functions.
- Experience with Salesforce or another CRM-embedded operations workflow.
- Background in lending, leasing, or equipment finance.
About Capchase
Fintech — non-dilutive financing and payment terms platform for recurring-revenue companies.
