Mortgage Finance Operations - Analyst

Posted 8 Days Ago
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Charlotte, NC
Mid level
Fintech • Payments • Financial Services
The Role
The Mortgage Finance Operations Analyst will support the Residential and Commercial Mortgage Finance Operations team by handling client service, loan management, cash settlements, and reconciliations. The role involves developing client relationships, streamlining operational processes, and participating in new business strategies while collaborating with various departments.
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About ATLAS SP

ATLAS SP Partners is a global investment firm that seeks to provide stable funding and capital markets services to companies seeking innovative and bespoke structured credit and asset-backed finance solutions. ATLAS SP’s tenured experts work with clients to determine the best approach to optimize their capital and achieve their goals, across a broad range of capabilities. Our integrated platform encompasses a holistic suite of capabilities, including asset/portfolio advisory solutions, warehouse/acquisition financing solutions, whole loan purchase/sale and securitization/distribution.

Our Culture

ATLAS SP is “one team” where everyone makes an impact – we grow together, win together, and embrace change together. From advancing the markets to supporting our communities, everything we do serves to make a difference. Our people are industry leaders with a passion for client service, complex problem solving, and innovation. We provide our talent with the pathways to grow professionally and personally in a collaborative and inclusive environment. We’re 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 Residential and Commercial Mortgage Finance Operations team.    Candidate will be responsible for Client Service, Loan Management, Cash Settlement and Cash Reconciliation of the Residential/Commercial portfolio.    Our Operations team partners with Front-office, Product Control, Finance, Treasury, and our third-party vendors to support much of the activity in the Residential/Commercial Real Estate Warehouse Businesses.    This individual will partner cross functionally to develop innovative solutions to streamline processes and drive an exceptional client experience.  

Primary Responsibilities

•    Process, monitor & balance wire / other payments for Residential/CRE Warehouse clients
•    Establish & maintain effective client relationships. Deliver world class operational services
•    Establish & maintain an effective control environment (account reconciliations, account ownership, monitoring control related metrics)
•    Gain exposure across multiple asset classes within the Residential/CRE Warehouse landscape
•    Identify and manage Client invoicing activity
•    Lead various initiatives on streamlining operational capabilities and further create process efficiencies
•    Participate in new business strategies with our Front Office partners and Vendors
•    Proactively participate 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 administration or related degree
•    1-3 years’ experience working in Operations; Securitized Products - Warehouse Operations experience a plus
•    Strong problem-solving, analytical, and interpersonal skills.
•    Strong written and verbal communication skills
•    Ability to interface with numerous constituents at various levels
•    Ability to work in a team environment and provide support to colleagues

Preferred Qualification and Experience

•    Proven experience in the financial services industry.  
•    Knowledge of ProMerit warehouse lending system (SitusAMC) or similar industry lending platforms are a plus.
•    Proficient in Excel and PowerPoint



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.

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The Company
New York, , NY
271 Employees
On-site Workplace

What We Do

ATLAS SP Partners is a global investment firm providing tailored solutions, industry expertise and execution certainty on asset-backed financing and capital markets activities that fuel business innovation and growth. We offer a suite of flexible solutions across asset-backed warehouse financing, forward flow and asset purchase, and capital markets and distribution services. Companies of all maturities, from early-stage growth to large public companies, operating across real estate, corporate and consumer financing turn to ATLAS SP Partners for capital and advisory solutions. To learn more, please visit www.atlas-sp.com

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