CRE Warehouse Associate

ATLAS SP Partners; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

ATLAS SP Partners in Charlotte, NC is seeking a Mortgage Finance Operations Associate to support the Lending and Transformation Warehouse Operations by maintaining facility, loan, asset, and transaction data and assisting with funding, servicing, and reporting activities.

The role emphasizes data accuracy, cross-team collaboration, and process improvements across the CRE warehouse platform, with on-site work at Charlotte and Raleigh offices.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related discipline; relevant equivalent experience may be considered.
• 3–5 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.

Responsibilities

• Supports the 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 provide accurate status reporting.
• Establishes controls, contributes to process improvements, and provides coverage across the CRE warehouse team.
• Establishes & maintains effective client relationships. Deliver world class operational services
• Gains exposure across multiple asset classes within the Residential/CRE Warehouse landscape.
• Proactively participates in developing and maintaining a strong culture of collaboration and teamwork across the department.

Skills

Excel proficiency

Data reconciliation

Communication skills

Attention to detail

Deadline management

Team collaboration

Education

Bachelor’s degree in Finance/Accounting/Business/Economics or related field

Tools

SQL

Tableau

Power BI

VBA

Job description

About ATLAS SP Partners

ATLAS SP Partners is a global investment firm providing stable funding, financing, advisory and institutional products to market participants seeking innovative and bespoke structured credit and asset-backed solutions. Our experienced team works closely with clients to determine optimal approaches for capital optimization and goal achievement, leveraging a holistic suite of integrated capabilities – including asset and portfolio advisory, warehouse and acquisition financing, whole loan purchase and sale, and securitization and distribution. ATLAS is proud to build upon a legacy of client excellence, distinguished by certainty of execution, deep expertise, and comprehensive service across the asset management landscape.

Our Culture

ATLAS operates as “one team” where every individual makes an impact. We grow together, win together, and embrace change as a unified organization. Our commitment extends beyond advancing markets, and we strive to make a meaningful difference in our communities and for our clients. Our people are industry leaders, driven by a passion for client service, complex problem solving, and innovation. We foster professional and personal growth in a collaborative, inclusive environment, and are proud to build upon a legacy of excellence anchored in deep expertise and client service across the asset management landscape.

Position Overview

ATLAS SP is seeking a Mortgage Finance Operations Associate who will be responsible for supporting the Lending and Transformation Warehouse Operations business by maintaining accurate facility, loan, asset, and transaction data and assisting with related funding, payoff/paydown, servicing, fee, and reporting activities. The role helps reconcile information, track exceptions, support operational controls, and contribute to process improvements across the CRE warehouse platform.

Primary Responsibilities

• Supports the 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 provide accurate status reporting.
• Establishes controls, contributes to process improvements, and provides coverage across the CRE warehouse team.
• Establishes & maintains effective client relationships. Deliver world class operational services
• Gains exposure across multiple asset classes within the Residential/CRE Warehouse landscape.
• Proactively participates in developing and maintaining a strong culture of collaboration and teamwork across the department.

Required Qualification and Experience

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related discipline; relevant equivalent experience may be considered.
• 3–5 years of experience in financial services operations, commercial real estate, warehouse lending, loan servicing, asset management, or a related field; strong entry-level candidates may also be considered.
• Strong Excel and data-reconciliation skills, with experience working across operational systems, reporting tools, and large data sets; VBA, SQL, Tableau, or Power BI experience is a plus.
• Detail-oriented, organized, and dependable, with clear communication skills, sound judgment, and the ability to manage deadlines and collaborate across teams.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.

ATLAS SP is an equal opportunity employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.

Only U.S. citizens, or aliens who have a legal right to work in the United States, are eligible for employment. Can you, upon employment, provide genuine documentation establishing your identity and eligibility to be legally employed in the United States?

This position requires on-site work at our Charlotte and Raleigh, NC offices with no option for remote work.

If you're not currently located near our Charlotte or Raleigh, NC locations, are you open to relocating at your own expense for this role?

Certification & AcknowledgmentBy selecting 'I Agree', you certify that the information provided is complete and accurate to the best of your knowledge. Additionally, you acknowledge that:

• Even if you are not hired into a Covered Associate position, making a political contribution may impact your eligibility for future promotion or transfer into such a role.
• This restriction applies unless sufficient time has passed, ensuring the Firm is no longer barred from receiving compensation from the applicable government entity.

You acknowledge that the Firm has established policies and procedures governing personal trading and private investments, outside activities, political activities, and licensing and registration. These activities require disclosure upon hire and preclearance before future engagement.

Additionally, by accepting a position at the Firm, you understand that:

• You may not be able to continue engaging in certain activities due to Firm policies. For example, purchases of single name securities (including single name ETFs) will not be permitted in self-directed accounts in your name or in the name of your spouse/spousal equivalent or member of your immediate family who reside in the same household, or any account over which any of the aforementioned have control, influence, or discretion, unless an exception applies.
• Based on your role, certain licenses and registrations may not be required and, therefore, may not be sponsored by the Firm.