---
title: 'Loan Operations Manager at Carta'
canonical: 'https://feeny.ai/job/loan-operations-manager-carta-san-francisco-dybhn5j7ysvk'
type: 'job'
last_seen: '2026-11-01'
---

# Loan Operations Manager at Carta

- **Company:** Carta
- **Location:** San Francisco, CA / New York, NY / Sandy, UT / Seattle, WA / Hamilton, Canada / Dallas, TX
- **Posted:** 2026-10-27
- **Last confirmed live:** 2026-11-01
- **Apply:** https://job-boards.greenhouse.io/carta/jobs/8046185003

## Job description

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our [Carta careers page](https://carta.com/careers/).

The Problems You'll Solve

At Carta, we're transforming how private capital operates — connecting the software, services, and legal infrastructure that founders, fund managers, and legal teams depend on. We believe the problems we solve today unlock the opportunities of tomorrow.

As a Loan Operations Manager, you’ll work to:

- 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 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.
- Execute and reconcile cash transactions, manage lender/borrower communications, and proactively resolve settlement breaks with internal and external stakeholders to maintain operational integrity.
- 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.

The Team You'll Work With

You’ll be joining our Credit Operations team, a growing function dedicated to supporting Carta’s private credit platform by maintaining precision and efficiency across all stages of the loan servicing lifecycle.

Our mission is to provide institutional-grade support to the investment, fund accounting, and fund administration teams by managing trade settlements, cash flows, and notification workflows across diverse and complex credit instruments. We champion operational excellence and risk management while scaling Carta’s loan servicing capabilities as our private credit strategies continue to grow.

## About You

You're someone who thrives on bringing structure to complex workflows and executing with discipline in fast-paced, high-stakes environments. You combine deep technical loan knowledge with a collaborative mindset and a passion for process improvement.

- 8+ 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.
- Experience with direct lending portfolios, including unitranche, DDTL, super-senior/first-out structures, and PIK toggles, is highly preferred.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

- $153,850 - $217,000 in San Francisco, CA & New York, NY
- $146,158 - $206,150 in Seattle, WA
- $130,773 - $184,450 in Hamilton, NJ

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

Disclosures:

- We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
- Carta uses E-Verify in the United States for employment authorization. See the [E-Verify](https://www.e-verify.gov/about-e-verify/what-is-e-verify) and Department of Justice websites for more details.
- For information on our data privacy policies, see [Privacy](https://carta.com/privacy/), [CA Candidate Privacy](https://carta.com/privacy/candidate/), and [Brazil Transparency Report](https://carta.com/legal/br/brazil-pay-transparency/).
- Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

## About Carta

## Company Overview
- **One-liner**: Carta provides an intelligent platform that connects data, workflows, and people to power private capital operations, bringing together cutting-edge AI and expert human service.
- **Entity Type**: Private (raised over $1.2B in total funding)
- **Headquarters**: San Francisco, California, USA (333 Bush Street Suite 2300, San Francisco, CA 94104)
- **Founded**: 2012 (as eShares, later renamed Carta)
- **Founders**: Henry Ward and Manu Kumar

## Core Business
- **Primary industry**: Private capital markets, equity management, fund administration, and valuation services.
- **Target customers**: B2B – startups, private companies, venture capital firms, private equity funds, investors, and their stakeholders.
- **Mission or purpose**: To make private markets as fast, automated, and connected as public markets, and to “create more owners” by expanding access to equity and ownership.

## Products & Services
- **Carta Platform (Equity Management)**: SaaS for cap table management, equity issuance, employee stock plan administration, and stakeholder communication.
- **Carta Fund Administration**: Back-office services for venture capital and private equity funds, including portfolio management, reporting, and compliance.
- **Carta Valuations (409A)**: Subscription-based 409A valuation services for private companies.
- **Carta Insights (via Tactyc acquisition)**: Strategic modeling, forecasting, and scenario planning tools for fund managers.
- **Carta Liquidity (Secondary Market)**: Facilitation of secondary transactions for private company shares.
- **Agentic Intelligence**: AI-powered monitoring, proactive orchestration, and process automation embedded across the platform.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: $500M annual recurring revenue (ARR) crossed in 2025
- **Notable Investors/Partners**: Not disclosed in provided sources (Carta has raised over $1.2B from prominent investors, including Andreessen Horowitz, Lightspeed, and others – not listed in sourced materials)
- **Growth Signals**: 
  - 1.7M+ equity holders on the platform
  - 50,000+ companies served in 160+ countries
  - 9,000+ funds and SPVs on the platform
  - $4.5T+ total equity value on the platform
  - 85% of US unicorns use Carta cap table
  - 1,900+ employees across 15 global locations
  - Recent acquisitions: Vauban, Capdesk (UK equity management), Tactyc (forecasting)
  - Partnerships: NYSE (preferred listing venue), Morgan Stanley at Work (public equity management)

## Competitive Advantages
- **Network effects**: The largest concentration of private company cap tables, fund data, and liquidity events creates a powerful data moat.
- **End-to-end platform**: Covers equity management, fund administration, valuations, and secondary trading – reducing the need for multiple vendors.
- **Agentic AI**: Deep integration of AI into workflows, leveraging proprietary data for accuracy and compliance.
- **Regulatory compliance**: Built-in audit trails, tax reporting, and adherence to financial regulations (e.g., ADGM regulation in UAE).
- **Global scale**: Operations in 15 locations, serving clients in 160+ countries, with a strong foothold in both the US and Europe.

## Strategic Focus
- **Agentic ERP for private capital**: Transforming the platform into a unified enterprise resource planning system for the private markets.
- **Global expansion**: Continued growth in Europe (via Capdesk and Vauban) and the Middle East (Abu Dhabi office).
- **AI and automation**: Embedding context-aware agentic intelligence to boost productivity and accuracy for all users.
- **Partnerships and liquidity**: Deepening ties with investment banks (Morgan Stanley, NYSE) to create seamless paths from private to public markets.
- **Product innovation**: Building connectivity between investment firms, companies, and investors to streamline fundraising, ownership, and exits.

## Why Work Here
- **Culture**: Carta emphasizes ownership, transparency, and problem-solving. Operating principles include “We act as owners,” “We play in the open,” and “We solve problems.” The company fosters an inclusive, unconventional builder mindset.
- **Work model**: Hybrid/remote-friendly – Cartans live and work across the world; offices in San Francisco, Abu Dhabi, and other locations.
- **Perks & benefits**:
  - Mental health coverage (8 coaching + 8 therapy sessions per year)
  - Minimum Time Off (MTO) – at least 3 paid weeks off per year, with unlimited additional PTO/sick days
  - Fertility coverage and 100% paid parental leave (12 weeks bonding, up to 22 weeks for birthing parent)
  - 401k matching (50% up to $5,000/year)
  - Full book reimbursement (no yearly cap)
  - Carta Business School – intensive leadership development
  - Quarterly hackathons, weekly Show & Tell, and Friday all-hands Town Halls
  - Full access to Claude tool suite and company-wide AI training
- **Engineering culture**: Emphasis on building the next generation of financial infrastructure, with high autonomy and a strong sense of mission.

## Sources
1. [carta.com](https://carta.com/)
2. [carta.com/careers](https://carta.com/careers/)
3. [carta.com/careers/life-at-carta](https://carta.com/careers/life-at-carta/)
4. [carta.com/uk/en/about](https://carta.com/uk/en/about/)
5. [builtin.com](https://builtin.com/company/carta/faq/workplace-perception)

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