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Mortgage Finance Operations Associate

ATLAS SP PartnersCharlotte, North Carolina

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site

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.

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FAQs About Mortgage Finance Operations Associate Jobs at ATLAS SP Partners

What is the work location for this position at ATLAS SP Partners?
This job at ATLAS SP Partners is located in Charlotte, North Carolina, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at ATLAS SP Partners?
Employer has not shared pay details for this role.
What employment applies to this position at ATLAS SP Partners?
ATLAS SP Partners lists this role as a Full-time position.
What experience level is required for this role at ATLAS SP Partners?
ATLAS SP Partners is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at ATLAS SP Partners?
You can apply for this role at ATLAS SP Partners either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.