Operations Associate

Operations Associate

Sharpe Credit Partners

Full-Time | Remote - Must be located in Eastern Standard Time Zone

About the Role

Sharpe Credit Partners is a private credit firm focused on delivering flexible financing solutions across specialty lending verticals. We operate with a lean, high-performing team and a strong emphasis on execution quality, process discipline, and data integrity.

The Operations Associate plays a critical role in supporting the full deal lifecycle — from initial deal generation through post-close portfolio management. This role requires someone who is highly organized, detail-oriented, and capable of operating independently in a fast-paced environment with minimal supervision. The ideal candidate works independently.

Key Responsibilities

Deal Lifecycle & Pipeline Management

• Own and maintain deal tracking across active pipeline; update CRM (Pipedrive) daily with current status, next steps, and ownership
• Generate and distribute the weekly pipeline status report weekly
• Identify stalled deals, document blockers, and escalate per protocol
• Coordinate deal timelines and ensure all parties are aligned on critical milestones
• Manage and coordinate loan documentation from internal approval through closing; 100% closing checklist completion at close
• Organize and route financial documentation; track outstanding conditions in real time with 100% follow-up within 24 hours of identification
• Verify borrower-submitted information for accuracy and completeness before routing to underwriting
• Prepare deal status summaries and support investment committee preparation

Post-Close Portfolio Management

• Maintain post-close deal files in accordance with document retention standards
• Support ongoing portfolio monitoring and reporting as directed

Process & Systems

• Identify operational pain points and proactively recommend workflow improvements
• Adhere to established SOPs; flag gaps or inconsistencies and contribute to SOP updates
• Use available tools — including AI tools and internal documentation — as the first line of self-service before escalating

Qualifications

Required

• 4-6 years of experience in financial services operations, lending, private credit, or a related field
• Strong command of deal lifecycle mechanics — from origination through closing and post-close
• Demonstrated ability to manage multiple workstreams simultaneously with a high degree of accuracy
• Proficiency with CRM tools (Pipedrive or equivalent) and Microsoft Office Suite
• Comfortable using AI tools (e.g., Claude, ChatGPT) and written SOPs as primary resources for self-directed learning
• Exceptional written and verbal communication; knows how to synthesize

Preferred

• Familiarity with loan management systems and document management workflows
• Track record of contributing to process improvements in an operations or lending environment

Who Thrives in This Role

This role is best suited for someone who is self-directed and execution-focused. You will not be micromanaged. The expectation is that you read the documentation, use available tools, figure things out, and deliver — then flag genuine blockers quickly and cleanly.

• You default to action over asking — you've read the SOPs and tried the tools before escalating
• You're organized without being reminded and take pride in data that's clean and current
• You communicate in headlines: status, blocker, next steps

Pay: $70,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Financial services: 4 years (Required)
• Multitasking: 3 years (Required)
• CRM software: 3 years (Preferred)

Work Location: Remote