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Own and maintain project boards and ticketing across teams using Linear/Asana/Jira. Define clear tickets, owners, priorities, dependencies, and timelines; monitor progress, capacity, and risks; run operating meetings and escalate bottlenecks; improve cross-functional handoffs and processes to increase throughput and accountability.

The Capital Solutions Associate will manage client onboarding, maintain application accuracy, parse legal agreements, and ensure communication between clients and internal teams.

The Software Engineer will manage customer onboarding, improve processes, oversee multiple projects, and utilize a modern tech stack.

The Capital Solutions Manager will manage client portfolios, translate structured finance needs, oversee data accuracy, and leverage AI workflows.

Drive new business development, partner with product managers, build relationships with enterprise clients, and execute strategic plans to increase revenue.

The Software Engineer (Backend) will own product features, enhance developer experience, collaborate on initiatives, and adapt to customer feedback.

Work directly with the CEO as a strategic partner and operator: run executive cadence, drive 2–4 high-priority initiatives, manage OKRs/KPIs and internal communications, triage CEO attention, capture decisions and ensure follow-through, and temporarily lead functions as needed.

Perform high-volume cash reconciliations in NetSuite, research and resolve reconciling items (wires, calls, distributions, fees), prepare and post journal entries with supporting documentation, and support month-end close, audit, and tax requests as capacity allows.

Lead analytics engineering for external data products: design and maintain scalable data pipelines and models using DBT, SQL, and Python; build dashboards; partner with product, engineering, and clients; set technical standards; mentor and grow a team while remaining hands-on.

Review and validate loan package documentation for single-family and multi-family property loans, update internal systems, perform daily documentation audits, and communicate with internal and external stakeholders to ensure accuracy, compliance, and completeness.