Loan Operations & Treasury Analyst

About the Role: A growing specialty lender is looking for a Loan Operations & Treasury Analyst to support its daily financial operations. You'll manage cash, fund deals, set up repayments, keep investment records accurate, and keep the books clean. This is a hands-on, early-career role with real responsibility from day one. You'll work directly with leadership and external accountants and take on more ownership as you grow.

What You'll Do: Monitor daily cash position across bank accounts and fund new deals Set up and manage repayments, adjustments, and refunds in Salesforce Maintain investment and participation records on funded deals, including renewals Process scheduled payments, commissions, and company invoices Handle bookkeeping across multiple accounts and prepare monthly close information for external accountants Track credit card expenses and other liabilities Maintain weekly and monthly reports and trackers Support state licensing, Secretary of State filings, NMLS and DFPI reporting, and annual 1099sBack up the processing and operations teams as needed What You Bring 1+ years in finance operations, treasury, bookkeeping, or accounting (specialty finance, lending, or fund administration a plus)Solid accounting fundamentals and strong attention to detail Accuracy with high transaction volume Strong Excel skills; Salesforce experience a plus Discretion with sensitive financial data Organization across recurring daily, weekly, monthly, and annual deadlines Bachelor's degree in Finance, Accounting, Business, or a related field preferred

Compensation & Benefits: Up to $120k base, depending on experience, plus performance-based bonus eligibility. Benefits include medical, dental, and vision insurance, life insurance, commuter benefits, a 401(k) with company match, FSA/HSA, paid time off, and professional development support.