Loan Operations Manager

Peachtree Group•Atlanta, GA

3d•Onsite

About The Position

Peachtree Group is seeking an experienced Loan Operations Manager to oversee the operational management of our loan portfolio while leading a high-performing team responsible for cash management, loan servicing operations, and investor distributions. This individual will play a critical role in ensuring the accuracy and integrity of loan-level cash flows, leverage payments, escrow management, and reporting across the firm's debt investment platform. The ideal candidate has a strong understanding of commercial real estate lending, loan servicing, ownership structures, and operational processes. This role requires exceptional leadership skills, attention to detail, and the ability to collaborate cross-functionally with Fund Accounting, Asset Management, Finance, and Investment teams.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, Real Estate, or a related field.
7+ years of experience in commercial real estate loan operations, loan servicing, finance, accounting, or a related field.
Prior management experience leading teams, including remote or offshore employees.
Strong understanding of commercial loan servicing, loan operations, and debt investment structures.
Experience managing loan cash flows, escrows, leverage facilities, and investor distributions.
Comfortable reviewing ownership structures, legal entities, and organizational charts.
Strong analytical, organizational, and problem-solving skills.
Excellent communication skills with the ability to collaborate across multiple departments.
Advanced Microsoft Excel skills required.
Experience with loan servicing platforms and financial systems.
Experience with Yardi is highly preferred or a willingness to become proficient as Peachtree Group continues its platform implementation.
Experience serving as a liaison between Loan Servicing and Accounting functions is strongly preferred.

Nice To Haves

Commercial real estate lending or debt fund experience.
Experience working with structured finance, warehouse facilities, or leverage financing.
Knowledge of fund structures, joint ventures, and institutional investment ownership.
Experience improving operational workflows and implementing scalable processes.

Responsibilities

Manage the day-to-day operations of Peachtree Group's loan portfolio, ensuring accuracy, timeliness, and compliance with internal policies.
Oversee the cash flow management of loans receivable, including principal, interest, escrow accounts, and related loan activity.
Manage and reconcile loan-level cash logs and ensure proper tracking of all cash movements.
Understand debt investment ownership structures and be comfortable reviewing organizational charts, ownership entities, and complex investment structures.
Manage the senior lender payment process for all underlying financing associated with the loan portfolio.
Oversee the documentation and tracking of: Loan-level collections, Leverage payments, Escrow balances, Loan activity and related reporting.
Manage distributions from loan-level investments to the appropriate owning entities, including joint ventures and investment funds.
Lead, mentor, and develop a team of six professionals, including five offshore team members based in India and one Atlanta-based staff member.
Partner closely with Accounting to ensure timely reconciliations, accurate reporting, and efficient month-end and quarter-end close processes.
Serve as a key liaison between Loan Servicing, Accounting, Finance, Asset Management, and Investment teams.
Continuously evaluate operational processes and implement improvements to increase efficiency, scalability, and accuracy.
Assist with system enhancements and process automation initiatives as the platform continues to grow.
Support internal and external audit requests and maintain accurate operational documentation.