CircleUp harnesses the power of machine learning and predictive analytics to discover some of the fastest-growing companies in the consumer & retail sector and help them thrive. Our vision is to create a transparent and efficient market that drives innovation for all.
Our Credit team provides affordable and flexible working capital financing to high-growth consumer brands. You will help power our daily loan operations and ensure the growth of our lending portfolio, ultimately enabling us to fulfill our mission of helping entrepreneurs thrive by giving them the capital and resources they need.
We are seeking a Loan Operations Analyst to help drive CircleUp Credit's lending product. We are looking for a detail-oriented individual who excels in a fast-paced environment with the creativity and resiliency to deliver results and solve ambiguous problems. The ideal candidate will be excited at the prospect of being part of a growing team focused on using data-driven technology to help entrepreneurs thrive.
Reconcile daily loan payments with a keen attention to detail
Onboard new borrowers onto our servicing platform to ensure proper allocation of payments to fees, interest, and principal
Respond to inquiries from existing borrowers in a knowledgeable and timely manner
Work collaboratively with our Business Development and Underwriting teams to help retain and upsell existing borrowers
Stay nimble and roll with the inevitable hiccups that come with new product development
Prepare periodic reports for multiple parties with the ability to work fluently with large datasets
Knowledge of Excel
Bachelor's Degree in Finance, Accounting, Business Administration, or related field preferred
1-3 years of experience in an operational role
Strong attention to detail
Strong analytical, problem solving, and customer service skills
Highly proactive with the ability to work both independently and as part of the team
Clear communicator with ability to empathize with customers
Exceptional integrity, high intelligence, and strong work ethic
Nice to Haves
Experience with small business lending and loan operations
Familiarity with and passion for companies in the CPG space