CRE Warehouse Mortgage Operations Specialist

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

Benefits offered by this job

Discretionary annual bonus

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.

The role involves reviewing funding, payoff/paydown, servicing, fees, and documentation; ensuring controls; collaborating across the CRE warehouse team; and delivering accurate, timely reporting and client service.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related discipline.
• 3–5 years in financial services operations, CRE, warehouse lending, loan servicing, or related field.
• Strong Excel and data-reconciliation skills; VBA/SQL/Tableau/Power BI a plus.
• Detail-oriented, organized, dependable with clear communication and deadlines.

Responsibilities

• 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 and drives process improvements across the CRE warehouse team.
• Maintains effective client relationships and delivers world-class operational services.
• Gains exposure across multiple asset classes within Residential/CRE Warehouse.

Skills

Excel

Data reconciliation

Attention to detail

Communication

Education

Bachelor's degree in Finance, Accounting, Business, Economics, or related discipline

Tools

VBA

SQL

Tableau

Power BI

Job description

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.

The role involves reviewing funding, payoff/paydown, servicing, fees, and documentation; ensuring controls; collaborating across the CRE warehouse team; and delivering accurate, timely reporting and client service.