CRE Warehouse Analyst - Data-Driven Lending Operations

ATLAS SP

Charlotte (NC)

Sur place

USD 55 000 - 90 000

Plein temps

14 jours+

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Résumé du poste

ATLAS SP Partners is seeking a CRE Warehouse Analyst to support the Lending and Transformation Warehouse Operations by maintaining facility, loan, asset, and transaction data, and assisting with funding, payoff/paydown, servicing, and reporting activities. You will help reconcile information, track exceptions, and contribute to process improvements across the CRE warehouse platform.

The role offers exposure to multiple asset classes within Residential/CRE warehousing and requires strong

Qualifications

  • Bachelor’s degree in Finance, Accounting, Business, Economics, or a related discipline.
  • 1–3 years of experience in financial services operations, commercial real estate, warehouse lending, loan servicing, asset management, or related field.
  • Strong Excel and data-reconciliation skills; VBA, SQL, Tableau, or Power BI experience is a plus.

Responsabilités

  • Supports day‑to‑day management of facility, loan, asset, and transaction data.
  • Reviews and reconciles funding, payoff/paydown, servicing, fee, and supporting documentation.
  • Tracks exceptions and provides accurate status reporting.
  • Establishes controls, contributes to process improvements, and provides coverage across the CRE warehouse team.
  • Establishes & maintains effective client relationships and delivers world-class operational services.

Connaissances

Data reconciliation
Detail-oriented
Communication

Formation

Bachelor’s degree in Finance/Accounting/Business/Economics

Outils

Excel
VBA
SQL
Tableau
Power BI

Description du poste

ATLAS SP Partners is seeking a CRE Warehouse Analyst to support the Lending and Transformation Warehouse Operations by maintaining facility, loan, asset, and transaction data, and assisting with funding, payoff/paydown, servicing, and reporting activities. You will help reconcile information, track exceptions, and contribute to process improvements across the CRE warehouse platform.

The role offers exposure to multiple asset classes within Residential/CRE warehousing and requires strong

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