ATLAS SP Partners · 18 hours ago
Mortgage Finance Operations Associate
Charlotte, NC
Full-time
Onsite
Mid Level
3+ years expATLAS SP Partners is a global investment firm that provides stable funding and capital markets services. They are seeking a Mortgage Finance Operations Associate to support the Residential and Commercial Mortgage Finance Operations team, focusing on client service, loan management, and operational improvements.
Financial Services
Responsibilities
Oversee and process wire and other payment activity for Residential and CRE Warehouse clients, ensuring accuracy and timeliness
Serve as a key point of contact for clients, building and maintaining strong relationships while delivering high-quality operational support
Maintain and enhance a strong control environment, including account reconciliations, account ownership, issue resolution, and control metrics
Provide operational support across multiple asset classes within the Residential and CRE Warehouse platform
Manage and review client invoicing activity, ensuring accuracy and timely resolution of discrepancies
Lead or contribute to initiatives focused on streamlining operational workflows and improving process efficiency
Partner with Front Office teams and vendors to support new business initiatives, client onboarding, and product enhancements
Identify operational risks and proactively recommend solutions or process improvements
Actively contribute to a collaborative team culture and provide guidance or support to junior team members as needed
Qualification
Required
Bachelor's degree in finance, accounting, business administration, or a related field
3–5 years of experience in financial services operations; experience with Securitized Products or Warehouse Operations strongly preferred
Strong analytical and problem-solving skills with the ability to manage complex workflows
Excellent written and verbal communication skills
Ability to interact effectively with internal and external stakeholders across multiple levels
Proven ability to work independently while collaborating effectively within a team environment
Preferred
Demonstrated experience in mortgage finance, structured products, or real estate finance operations
Working knowledge of the ProMerit warehouse lending system (SitusAMC) or similar industry platforms
Strong proficiency in Excel and PowerPoint, with the ability to analyze data and present findings clearly
Experience supporting process improvement, automation, or control enhancement initiatives
Benefits
Discretionary annual bonus based on personal, team, and Firm performance
Company
ATLAS SP Partners
ATLAS SP Partners is a global investment firm that provides tailored solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
MassMutual
2024-04-24Corporate Round
Leadership Team
Carey Lathrop
Chief Executive Officer
Recent News
Payments Dive
2025-12-20
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