CRE Warehouse Operations & Data Associate

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

Benefits offered by this job

Discretionary annual bonus

Equal opportunity employer

Job summary

ATLAS SP Partners is seeking a CRE Warehouse Associate to support Lending and Transformation Warehouse Operations by maintaining facility, loan, asset, and transaction data and assisting with funding, payoff/paydown, servicing, and reporting activities.

The ideal candidate will reconcile data, track exceptions, and help improve processes across the CRE warehouse platform while maintaining strong client relationships and delivering high-quality operational services.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related discipline; equivalent experience may be considered.
• 3–5 years in financial services operations, CRE, warehouse lending, loan servicing, asset management, or related field.
• Strong Excel and data-reconciliation skills; experience with VBA, SQL, Tableau, or Power BI is a plus.
• Detail-oriented, organized, dependable, with clear communication and deadline management.

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 across the CRE warehouse platform.
• Establishes controls and contributes to process improvements while providing cross-team coverage.
• Maintains effective client relationships and delivers world-class operational services.

Skills

Excel

Data reconciliation

Communication

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Business, Economics, or related

Tools

SQL

Tableau

Power BI

VBA

Job description

ATLAS SP Partners is seeking a CRE Warehouse Associate to support Lending and Transformation Warehouse Operations by maintaining facility, loan, asset, and transaction data and assisting with funding, payoff/paydown, servicing, and reporting activities.

The ideal candidate will reconcile data, track exceptions, and help improve processes across the CRE warehouse platform while maintaining strong client relationships and delivering high-quality operational services.