Lead, Lending Operations & Partnerships (Hybrid)

Demonstrated experience in commercial or consumer loan processing, documentation, or underwriting practices.

Ability to evaluate balance sheets, income statements, and tax returns to assess the financial health and eligibility of an SMB.

High comfort level with Loan Origination Systems (LOS), CRM platforms (Salesforce), and advanced Microsoft Excel skills for data entry and tracking.

Exceptional organizational skills with a focus on accuracy in data verification and file integrity.

Strong verbal and written communication skills to advocate for files with partner underwriters and collaborate with high-energy sales teams.

Proven ability to learn new credit policies quickly and adapt to changing partner requirements in a fast-paced environment.

The budgeted annual salary range for this position is $85,000 to $130,000. Actual annual salary will be determined based on qualifications, skills, experience, and level assessed during the hiring process and may fall outside of the range shown. Additional compensation for this role may include a bonus and restricted stock units. All full-time employees are eligible to participate in Company benefits, described in more detail

here

.

Benefits & Perks:

Our hybrid roles require in-office work Tuesday through Thursday, with remote flexibility on Mondays and Fridays. This schedule fosters collaboration, team connection, and strategic planning, enhancing communication and effectiveness to drive results.

Health, dental, and vision insurance including mental health benefits

We are seeking a detail-oriented and relationship-driven Lending Operations Lead to serve as the critical bridge between our sales team and our network of external lending partners. As we expand our Go-To-Market strategy to better serve US-based small businesses that may not fit our core products, you will manage the end-to-end operational flow of our lending marketplace.

Your mission is to ensure every loan application is complete, accurately matched to the best external partner, and processed with maximum speed and efficiency to lower our CAC and provide a seamless experience for our customers.

Loan Processing & Submission Management:

File Verification & Quality Control:

Perform meticulous "desk reviews" of loan applications to ensure all documentation (bank statements, tax returns, credit reports, etc.) is complete and meets specific partner "buy box" requirements.