Mortgage Finance Operations Analyst
ATLAS SP Partners
Salary undisclosed
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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 Analyst 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 Analyst:
- 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.
- 1–3 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.
N/A
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.
Benefits
- bonus
About this role
ATLAS SP Partners, a structured credit and asset-backed financing firm, is hiring a Mortgage Finance Operations Analyst to support its Lending and Transformation Warehouse Operations team in Charlotte. You'd spend your days managing facility, loan, asset, and transaction data across the CRE warehouse platform—reviewing and reconciling funding, payoff, servicing, and fee documentation, tracking exceptions, and delivering accurate status reporting to internal and external stakeholders. The work involves establishing operational controls, identifying process improvements, and maintaining client relationships while gaining exposure to both residential and commercial real estate asset classes.
The ideal candidate holds a bachelor's degree in Finance, Accounting, Business, or Economics, with one to three years of experience in financial services operations, commercial real estate, warehouse lending, loan servicing, or asset management. You'll need strong Excel and data-reconciliation skills, comfort working across multiple operational systems and large datasets, and ideally some exposure to VBA, SQL, Tableau, or Power BI. Beyond technical competency, the role values detail orientation, clear communication, sound judgment under deadline pressure, and a collaborative mindset—this is a full-time, in-office position where you'd be part of a team-oriented culture focused on client service and operational excellence.
How this employer is doing
solid
- Recently Raised Funding
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Mortgage Finance Operations Analyst postings in Charlotte, and analyze any offer before you accept it.
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