7 дней назад
Loan Operations Specialist (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Loan Operations Specialist (Fintech): Managing the full loan operations lifecycle from order creation and document tracking through delivery confirmation and funding readiness with an accent on deal coordination, process accuracy, and operational metrics. Focus on identifying workflow friction, maintaining playbooks, and shaping AI-powered automation with Product.
Location: Remote; Guatemala, Argentina, Chile, Colombia, Latin America, or Uruguay
Company
is a fintech platform that provides financing for enterprise software and technology-enabled hardware companies through flexible payment terms embedded in sales workflows.
What you will do
- Manage the loan operations lifecycle, including order creation, payment link setup, document generation and tracking, delivery confirmation, and acceptance sign-off.
- Prepare deals for funding by coordinating with Risk, Capital Markets, clients, and GTM to collect, validate, and structure required information.
- Proactively follow up on pending documents, signatures, and delivery confirmations to keep deals moving.
- Identify recurring process friction, document operational gaps, and escalate recommended improvements.
- Maintain operational playbooks and provide Product with insight into manual workflows being prioritized for automation.
- Track time-to-fund, stage conversion, document turnaround, and other funnel health metrics.
Requirements
- 1–3 years of experience in loan operations, deal operations, order management, or fintech operations.
- Experience coordinating information and documents across internal teams and external clients.
- Strong attention to detail and the ability to identify missing information, unsigned documents, and inconsistencies.
- Strong written and spoken English for communication with clients and internal teams.
- Comfort working with operational metrics and identifying blockers in a deal funnel.
- Experience using automation or AI tools in an operations workflow, or strong interest in adopting them.
Nice to have
- Exposure to Risk, Legal, or Capital Markets functions.
- Experience with Salesforce or another CRM-embedded operations workflow.
- Background in lending, leasing, or equipment finance.
Culture & Benefits
- Remote-first work with autonomy over time and impact.
- Ownership of a business-critical process from the beginning.
- Collaboration with Product to shape workflow automation.
- Culture focused on high standards, intellectual humility, and low-ego collaboration.
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