Fintech Operations Specialist (Loan Servicing)

About Petra

Petra is a Greenville-based fintech company building modern loan servicing infrastructure for private real estate lenders. We're a fast-growing startup, and we're hiring to support our continued growth.

Our platform was built from scratch to handle the complexity of private lending — like variable loan structures, interest reserves, and rapid payoffs — using purpose-built technology. This allows our team to automate repetitive work and focus on client service and operational excellence.

This role is a full-time, on-site hire working under the CEO. You'll learn quickly and deeply, and be responsible for real client accounts from day one, with the opportunity for growth in responsibility and compensation as the business scales.

What You'll Actually Do

Loan Servicing Operations

• Process borrower payments and manage trust account reconciliations
• Perform double-entry bookkeeping and maintain accurate balances across multiple lenders
• Execute financial calculations: interest accruals, reserve draws, payoff statements, late fees
• Monitor loan performance and flag issues before they become problems

Loan Onboarding & Portfolio Administration

• Verify new loans for boarding into our platform
• Review loan documentation for accuracy and completeness
• Maintain structured records across different lenders, each with their own requirements

Client Communication

• Respond to lender and borrower inquiries professionally via phone, email, and Slack
• Provide account summaries, payoff quotes, and operational updates clearly and confidently
• Act as the first point of contact for routine servicing questions

Operational Improvement

• Learn our proprietary systems quickly and suggest ways to make them better
• Identify inefficiencies and propose process improvements
• Take ownership of workflows as we grow — if you prove you can handle more, you'll get more

What We're Looking For

Required

• Background in accounting, finance, economics, or a similar analytical field
• Experience with financial reconciliations
• Exceptional attention to detail
• Ability to manage multiple complex tasks
• Clear, professional written and verbal communication
• Quick learner who asks thoughtful questions instead of guessing
• Comfortable working in a startup where processes evolve and you're expected to help shape them

Helpful (But Not Required)

• Experience in loan servicing or real estate finance
• Familiarity with trust accounting or client fund management
• Experience with CRM or financial software platforms
• Exposure to low-code software tools

Compensation & Benefits

Compensation is competitive and commensurate with experience.

Benefits

• Health insurance
• Paid time off
• Parental leave
• Professional development support

How to Apply

Provide your resume, plus a note or letter (without using AI!) explaining why you are the best person for the role.