At Blue Bridge Financial, we partner with small businesses, across the country, to provide fast, flexible commercial financing solutions. Our team works at the intersection of finance, operations, and technology helping entrepreneurs access the capital they need to grow. We are looking for a detail-oriented, self-starter, motivated, early-career professional to join us as a Loan Operations Analyst. This is an excellent opportunity for individuals just starting, or early in their careers, with a background in finance, accounting, or business operations who want hands-on experience in a fast-paced, team-driven environment.
- Why This Role Stands Out
- Real ownership from day one – play a key role in ensuring the accuracy and integrity of loan funding and financial data
- Cross-functional exposure – work closely with Accounting, Capital Markets, and Documentation teams
- Career-building experience – gain practical knowledge in loan operations, financial transactions, and process improvement
- Growth-focused environment – contribute ideas and help improve systems and workflows
DUTIES AND RESPONSIBILITIES:
- Support the loan funding process by ensuring accuracy, completeness, and compliance of financial data
- Initiate and track loan funding payments and related transactions
- Process monthly and ad hoc payments, fees, and adjustments
- Record and maintain loan-level financial data within internal systems
- Assist with loan sales and servicing data management
- Manage insurance tracking and invoicing for active loans
- Monitor and report on payment activity, including returns and exceptions
- Maintain organized and accurate financial records and documentation
- Contribute to system upgrades and process improvements to increase efficiency
QUALIFICATIONS/SKILLS/EDUCATION/EXPERIENCE:
- Bachelor’s degree in Finance, Accounting, Business, or a related field (or 1–2 years of relevant experience)
- Strong attention to detail with a high level of accuracy
- Ability to manage multiple priorities in a fast-paced environment
- Analytical mindset with solid problem-solving skills
- Strong communication skills and a collaborative approach to teamwork
- Proficiency in Microsoft Excel and Office tools
We Are Looking For:
- A self-starter who takes initiative and follows through
- Curious and eager to learn how financial operations work behind the scenes
- Interested in building a long-term career in finance, accounting, or lending
- Someone who thrives in a dynamic, fast paced, team-oriented environment
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Loan Operations Analyst
Blue Bridge Financial, Inc.
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