Capchase - Loan Operations Specialist

Remote - Argentina, Chile, Uruguay...+ Equity3w ago

Remote Junior LATAM Fintech Payments Loan Officer Team Management B2B Reporting Salesforce CRM Management

Requirements

• 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. • In December 2024 we reached the top of the Installment Payment, BNPL category on G2, #1 in B2B. • Operations foundation: 1 to 3 years in loan operations, deal operations, order management, or fintech operations. • Operations foundation: • Cross-team coordinator: You have moved information and documents across multiple internal teams and external clients, and kept track of all of it. • Cross-team coordinator: • Detail discipline: You notice the missing field, the unsigned page, the date that does not match. In lending, those details are the job. • Detail discipline: • Strong English: Clear, direct written and spoken communication in English with clients and internal teams. • Strong English: • Comfortable with numbers: You can track ops metrics, spot a blocker in the funnel, and act on it rather than just reporting it. • Comfortable with numbers: • Automation-minded: You have used automation or AI tools in an ops workflow, or you are eager to. You are energised by making parts of your own job redundant. • Automation-minded: • Exposure to Risk, Legal, or Capital Markets functions. • Experience with Salesforce or another CRM-embedded operations workflow. • Background in lending, leasing, or equipment finance.

Responsibilities

• 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. • Run the ops lifecycle: • 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. • Get deals ready to fund: • 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. • Drive proactive outreach: • 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. • Surface recurring friction: • 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. • Keep the playbooks current: • 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. • Feed the product roadmap: • Track funnel health: Report on time-to-fund, stage conversion, and document turnaround. Surface blockers early with the data behind them. • Track funnel health:

Benefits

• 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! • Real ownership, early: You own a business-critical process from day one, not a slice of someone else's. • Real ownership, early: • High standards, low ego: Work with bright, humble people in a culture of intellectual humility. • High standards, low ego: • Build the thing that replaces the work: You are close enough to Product to shape the automation, not just absorb it. • Build the thing that replaces the work: • Remote-first autonomy: We prioritise deep work and trust our team to manage their own time and impact. • Remote-first autonomy: