Loan Operations Specialist

Capchase is on a mission to transform how hardware and software companies sell and get paid, revolutionizing the equipment financing space. Recently named a 2026 Monitor Best Company in Innovation, we're recognized for embedding flexible payment terms directly into the sales workflow, helping teams close faster without the friction of a separate financing system.

We're the modern platform for financing leading enterprise solutions: built for direct and channel sales motions, with $2B+ funded, approvals in seconds, and a seamless experience for both sellers and buyers. Backed by leading fintech investors including 01A, Thomvest, QED, SciFi, and Invesco, we've raised $700M+ in equity and debt to fuel our growth.

In just over five years, we've scaled from four co-founders to 80+ Capchasers across 10 markets, supporting thousands of companies globally and processing billions in payment volume.

Since our launch in 2020, we've achieved several milestones:

➡ 10K+ active vendors, channel partners and buyers

🙌 Built a team representing over 15 nationalities

🌎 Active in 10 markets

📈 Top decile YoY growth

👫 Built an awesome culture https://www.notion.so/9f798084322a4a719654b38ac108645a?pvs=21.

In December 2024 we reached the top of the Installment Payment, BNPL category on G2 https://www.capchase.com/lp/g2-installment-payment-bnpl-software-report, #1 in B2B.

Why work with us?

Help accelerate an industry!

At Capchase, we are transforming how software and tech-enabled hardware equipment gets financed, we move and innovate fast. We’re always looking for the brightest minds to join us. We’re a diverse team of 15+ nationalities with a shared passion for helping innovative companies thrive. Join the climb with us!

THE ROLE

Loan operations is the operational backbone of every deal Capchase closes. It is everything between a signed quote and a funded deal. When it runs well, GTM moves fast, customers feel nothing but momentum, and money moves on time.

As a Loan Operations Specialist, you own the execution of that journey. You create the orders, generate and track the documents, chase the signatures, confirm delivery, and get every deal ready-to-fund without anyone having to ask you twice.

You will work day to day with Risk, Capital Markets, and GTM. You will also be the person who sees every manual step in the funnel up close, which makes your input directly useful to the Product team building the agentic workflows that will eventually run these steps without you.

This role suits someone early in their operations career who wants real ownership of a critical process, and who is genuinely pleased when a task they used to do by hand gets automated away.

WHAT YOU'LL DO

• Run the ops lifecycle: Own order creation, payment link setup, document generation and tracking, delivery confirmation, and acceptance sign-off. Every step, and the SLA behind it.

• Get deals ready to fund: Work with Risk and Capital Markets to identify what each deal needs, then coordinate with clients and GTM to gather, validate, and structure it. Complete, correct, nothing outstanding.

• Drive proactive outreach: Chase pending documents, signatures, and delivery confirmations before a deal stalls. Keep clients and sales teams informed and unblocked at every stage.

• Surface recurring friction: When the same step slows deal after deal, that is a process failure or a product gap. Document it, diagnose it, and escalate it with a recommended fix.

• Keep the playbooks current: Maintain and extend documentation for every ops scenario, so the team scales, onboarding is fast, and AI agents have the structured context they need.

• Feed the product roadmap: Partner with Product by mapping the manual touchpoints you live in every day. You will not own the build, but your input helps shape what gets automated first.

• Track funnel health: Report on time-to-fund, stage conversion, and document turnaround. Surface blockers early with the data behind them.