Loan Operations Analyst, Credit - CU114

San Francisco, CA

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.

Specific Responsibilities

- 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


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