Mortgage Finance Operations Associate
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 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.
Benefits
- bonus
About this role
ATLAS SP Partners' Mortgage Finance Operations Associate role centers on the operational backbone of their warehouse lending business—managing facility, loan, and transaction data with accuracy and precision while supporting funding, servicing, and reporting functions across their CRE platform. You'd spend your time reconciling documentation, tracking exceptions, maintaining controls, and contributing to process improvements that keep their lending operations running smoothly. The position offers exposure to multiple asset classes and opportunities to develop relationships with clients while working as part of a collaborative team.
The role calls for a bachelor's degree in finance, accounting, business, or a related field, along with three to five years in financial services operations, commercial real estate, warehouse lending, or asset management—though strong early-career candidates may be considered. Excel proficiency and data-reconciliation skills are essential; experience with operational systems, reporting tools, and large datasets is expected, with additional value placed on technical skills like VBA, SQL, Tableau, or Power BI. You'll need to be detail-oriented, organized, and capable of managing competing deadlines while communicating clearly across teams.
This is an in-office position in Charlotte, North Carolina, with a discretionary annual bonus eligible alongside base salary. It suits someone looking to build depth in mortgage finance operations within a structured, client-focused environment.
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 Associate postings in Charlotte, and analyze any offer before you accept it.
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