Mortgage Finance Operations Associate

ATLAS SP•Raleigh, NC

23h

About The Position

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 Associate to support the Residential and Commercial Mortgage Finance Operations team. This role will have increased ownership and accountability across client service, loan management, cash settlement, and cash reconciliation for the Residential and Commercial mortgage portfolios. The Associate will work closely with Front Office, Product Control, Finance, Treasury, and third-party vendors to support the day-to-day operations of the Residential and Commercial Real Estate Warehouse businesses. This individual is expected to partner cross-functionally to help design and implement process improvements, strengthen controls, and deliver an exceptional client experience.

Requirements

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

Nice To Haves

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

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

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