Mortgage Finance Operations Associate

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

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

The Mortgage Finance Operations Associate:

• 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.