Credit Loan Operations Analyst/Associate at CircleUp

  • Full Time
  • Remote
  • Remote

Website CircleUp

CircleUp is a data insights company that uses a unique combination of data aggregation and machine learning technology to discover and accelerate the growth of the world’s best businesses. We power every stage of private investing from sourcing and diligence to value creation. We are dedicated to bringing the data-driven investment decisions that have transformed public market investing to the private market, starting with consumer and retail. Ultimately, our mission is to empower entrepreneurs with the funding and support that they need to thrive.
Powered by Helio, CircleUp has deployed $1B+ capital to date, provides Helio as an application to external customers who want to invest in private companies, and has supported over 275 successful brands including LiquidIV, Halo Top, and Super Coffee. Helio is our comprehensive data and insights offering for consumer packaged goods (CPG) industry players, tracking 2M+ brands over time amounting to 700TB of data.
Decision-making in the private markets has historically been opaque, reliant on personal networks, and heuristics-driven. Using Helio means we remove human heuristics and biases from the investment process. We aren’t reliant on personal networks to find great companies and are able to identify entrepreneurs and businesses who have traditionally been overlooked. CircleUp launched in 2012, and is backed by top investors including Canaan Partners, GV, Maveron, QED Investors, Rose Park Advisors, Temasek and Union Square Ventures. CircleUp has been named one of the Top 5 Most Disruptive Companies in Finance by CNBC, 50 Best FinTech Innovators by KPMG, Top 3 Most Innovative Companies within Data Science by Fast Company and America’s Most Promising Companies by Forbes.
We are looking for a Credit Loan Operations Analyst/Associate who will manage borrower payments.  We are looking for a self-starter who can operate with minimal supervision and is extremely detail oriented – for you, things don’t fall through the cracks. This role will also deal with time-sensitive activities, so we would be looking for someone who is happy with a bit of a routine in their tasks. Last but not least, we always appreciate someone with a good sense of humor.

Credit Loan Operations Analyst/Associate at CircleUp

The ideal candidate will be/have:

    • Experience in payment processing
    • Detail-oriented – all the i’s are dotted and t’s are crossed
    • Not afraid to get your hands dirty by doing manual updates when necessary
    • Troubleshooting data discrepancies by digging into lines of Excel
    • Being a face to our borrowers, replying to email requests
    • Creating and approving wire transfers
    • Managing unclaimed payments
    • Ability to juggle a few projects at a time
    • Good at putting out fires
    • Salesforce proficiency or willingness to learn
    • Proficient in Excel
If you got to this point, we hope you’re feeling excited about the job description you just read! Even if you feel that you don’t meet all of the requirements and qualifications, we still encourage you to apply. We’re eager to speak with those who share our passion to help entrepreneurs thrive – not just those who match every bullet point in our job descriptions.
CircleUp is an equal opportunity employer. We do not discriminate based upon race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age, sexual orientation, Civil Air Patrol status, military and veteran status and any other consideration protected by federal, state or local law. We encourage those who really want to make an impact to apply for our open positions.

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Credit Loan Operations Analyst/Associate at CircleUp


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